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814 hedge funds and large institutions have $15.7B invested in Zoom in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more call options, than puts

Call options by funds: $934M | Put options by funds: $566M

6% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 121

1% less funds holding

Funds holding: 822814 (-8)

7% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 290

2.92% less ownership

Funds ownership: 76.56%73.64% (-2.9%)

10% less capital invested

Capital invested by funds: $17.5B → $15.7B (-$1.8B)

Holders
814
Holders Change
-8
Holders Change %
-0.97%
% of All Funds
10.03%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.11%
New
128
Increased
270
Reduced
290
Closed
121
Calls
$934M
Puts
$566M
Net Calls
+$368M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
576
Facet Wealth Inc
Maryland
$208K +$217K +2,591 New
MFG
577
Midwest Financial Group
Kansas
$208K -$8.38K -100 -4%
DWP
578
Daymark Wealth Partners
Ohio
$206K +$215K +2,566 New
CI
579
Cigna Investments
Connecticut
$206K
BFIM
580
Beese Fulmer Investment Management
Ohio
$204K -$185K -2,206 -46%
EAM
581
Empirical Asset Management
Massachusetts
$204K -$581K -6,938 -73%
Envestnet Portfolio Solutions
582
Envestnet Portfolio Solutions
Illinois
$203K -$91K -1,087 -30%
FFA
583
Fi3 Financial Advisors
Indiana
$202K -$104K -1,242 -33%
IWA
584
Inspirion Wealth Advisors
Illinois
$201K
QFW
585
QTR Family Wealth
Florida
$201K -$331K -3,956 -62%
ERSOT
586
Employees Retirement System of Texas
Texas
$189K
TWD
587
True Wealth Design
Ohio
$189K -$80.2K -957 -29%
CI
588
Corient IA
Florida
$179K -$22.6K -270 -11%
C
589
Covestor
United Kingdom
$176K -$65.3K -780 -26%
MCM
590
MAI Capital Management
Ohio
$167K +$117K +1,396 +204%
SPIA
591
Steward Partners Investment Advisory
New York
$167K +$55.5K +663 +47%
IUHSA
592
Itau Unibanco Holding S.A.
Brazil
$167K
ACM
593
Aster Capital Management
United Arab Emirates
$164K +$187K +2,227 New
SAM
594
Smartleaf Asset Management
Massachusetts
$160K +$24.6K +294 +17%
AssetMark Inc
595
AssetMark Inc
California
$141K +$40.9K +488 +38%
IA
596
IFP Advisors
Florida
$135K -$129K -1,546 -48%
GI
597
GAMMA Investing
California
$133K +$17.4K +208 +14%
QL
598
Quarry LP
New York
$125K +$29.4K +351 +29%
KFAS
599
Keating Financial Advisory Services
Kansas
$123K +$1.51K +18 +1%
PCM
600
Penserra Capital Management
California
$121K +$4.02K +48 +3%