699 hedge funds and large institutions have $13.1B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 201 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-8
Holders Change %
-1.13%
% of All Funds
9.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
95
Increased
277
Reduced
201
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.5M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
551
Colonial Trust Advisors
South Carolina
$14.8K
SC
552
Swan Capital
Florida
$14.8K
PTC
553
Private Trust Company
Ohio
$14.4K -$74 -1 -0.5%
HT
554
Headlands Technologies
Illinois
$13.8K +$13.8K +187 New
TC
555
Truvestments Capital
Florida
$12.7K -$18.5K -251 -59%
PWMG
556
Private Wealth Management Group
New Jersey
$12.5K
WA
557
WPG Advisers
Maryland
$11.6K +$9.44K +128 +441%
BGAI
558
Bruce G. Allen Investments
Colorado
$11.4K +$3.47K +47 +44%
HIIFS
559
Harel Insurance Investments & Financial Services
Israel
$11K -$3.57K -50 -25%
GWSG
560
GPS Wealth Strategies Group
Colorado
$10.4K -$4.43K -60 -30%
HWM
561
Hemington Wealth Management
Virginia
$10K +$1.7K +25 +20%
AF
562
Advisornet Financial
Minnesota
$9.52K +$8.85K +120 +1,333%
RFG
563
REAP Financial Group
Texas
$9.3K +$3.47K +47 +59%
MAFA
564
MJT & Associates Financial Advisory
Minnesota
$8.93K +$8.93K +121 New
CWM
565
Crowley Wealth Management
Delaware
$8.85K
SWA
566
SOA Wealth Advisors
New York
$8.41K +$7.38K +100 +714%
AssetMark Inc
567
AssetMark Inc
California
$8.19K -$1.18K -16 -13%
CVM
568
Cheviot Value Management
California
$7.82K +$7.82K +100 New
MMCM
569
Murphy & Mullick Capital Management
New York
$7.82K
CSB
570
City State Bank
Iowa
$7.75K
PWMG
571
Prestige Wealth Management Group
New Jersey
$7.38K -$2.88K -39 -28%
MSG
572
Main Street Group
Virginia
$7.38K
SIS
573
Strategic Investment Solutions
Illinois
$7.38K
KWM
574
Kiker Wealth Management
Georgia
$7.38K +$7.38K +100 New
EWP
575
Elevation Wealth Partners
California
$7.38K +$7.38K +100 New