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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$278K +$154K +1,825 +130%
MWM
552
MOKAN Wealth Management
Kansas
$278K +$59.9K +712 +28%
CFO
553
Callan Family Office
Pennsylvania
$277K +$34.3K +407 +15%
FWP
554
Family Wealth Partners
North Carolina
$274K +$268K +3,179 New
ADMI
555
Albert D. Mason Inc
Massachusetts
$271K +$29K +344 +12%
CCA
556
Childress Capital Advisors
Texas
$269K +$263K +3,120 New
PCP
557
Perbak Capital Partners
United Kingdom
$268K -$806K -9,572 -75%
IAIM
558
International Assets Investment Management
Florida
$266K -$118K -1,406 -31%
PS
559
Principal Securities
Iowa
$263K +$19.4K +230 +8%
PP
560
Prudential plc
United Kingdom
$262K +$13.8K +164 +6%
BAMG
561
Brand Asset Management Group
Missouri
$261K +$30.1K +358 +13%
SP
562
Symmetry Partners
Connecticut
$260K +$253K +3,010 New
EWA
563
Exencial Wealth Advisors
Oklahoma
$259K +$252K +2,998 New
C
564
Covestor
United Kingdom
$256K -$57.1K -678 -19%
MSWM
565
McGlone Suttner Wealth Management
Wisconsin
$254K +$247K +2,939 New
KI
566
Kapitalo Investimentos
Brazil
$253K +$247K +2,931 New
AI
567
Atria Investments
North Carolina
$252K +$27.2K +323 +12%
SIA
568
Soltis Investment Advisors
Utah
$252K +$246K +2,917 New
GW
569
Graetz Wealth
Michigan
$251K +$245K +2,911 New
IP
570
Intellectus Partners
California
$251K -$92.6K -1,100 -27%
CAG
571
Crestwood Advisors Group
Massachusetts
$249K +$242K +2,880 New
DWM
572
Drive Wealth Management
Utah
$248K +$242K +2,873 New
SC
573
Sepio Capital
Utah
$243K +$237K +2,812 New
JFG
574
Jefferies Financial Group
New York
$236K -$717K -8,514 -76%
JSW
575
Journey Strategic Wealth
New Jersey
$235K +$230K +2,727 New