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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$6.97K
SWM
552
Sanctuary Wealth Management
Idaho
$6.97K
SWC
553
Spectrum Wealth Counsel
Indiana
$6.97K
MCI
554
MRP Capital Investments
Georgia
$6.97K +$6.25K +100 New
LI
555
LRI Investments
Florida
$6.78K
PA
556
PSI Advisors
Florida
$6.69K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$6.49K -$5.63K -90 -49%
MHR
558
Matthew Hamilton Rosenberg
$6.49K
MWM
559
Mascoma Wealth Management
New Hampshire
$6.42K
AWM
560
Avior Wealth Management
Nebraska
$6.35K +$625 +10 +12%
MIFH
561
Migdal Insurance & Financial Holdings
Israel
$6K -$37.8K -605 -87%
BIG
562
Brooklyn Investment Group
New York
$5.58K +$5K +80 New
RFG
563
REAP Financial Group
Texas
$5.51K -$438 -7 -8%
BCWM
564
Bartlett & Co Wealth Management
Ohio
$5.23K -$2.19K -35 -32%
WT
565
Whittier Trust
California
$5.23K +$1.56K +25 +50%
WWP
566
WR Wealth Planners
Missouri
$5.16K -$813 -13 -15%
Bessemer Group
567
Bessemer Group
New Jersey
$5K
HWM
568
Hemington Wealth Management
Virginia
$5K +$4.44K +71 New
DF
569
DecisionPoint Financial
Arizona
$4.74K
AWM
570
Activest Wealth Management
Florida
$4.6K
AWM
571
Abound Wealth Management
Tennessee
$4.53K
BGAI
572
Bruce G. Allen Investments
Colorado
$4.25K -$1K -16 -21%
MCM
573
Manchester Capital Management
Vermont
$4.18K
PGAM
574
Princeton Global Asset Management
New Jersey
$4.18K
BTC
575
Bank & Trust Company
Illinois
$4.04K -$813 -13 -18%