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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Kozak & Associates
Colorado
$2K
AA
577
AlphaMark Advisors
Kentucky
$2K +$2.2K +29 New
MIM
578
Macroview Investment Management
Maryland
$1.96K
MPCL
579
My Personal CFO LLC
Washington
$1.9K +$2.13K +28 New
ETC
580
Exchange Traded Concepts
Oklahoma
$1.83K
BWL
581
Bogart Wealth LLC
Virginia
$1.69K -$7.52K -99 -80%
CWM
582
Cranbrook Wealth Management
Michigan
$1.69K
ME
583
McIlrath & Eck
Washington
$1.69K
NSIM
584
North Star Investment Management
Illinois
$1.69K
PFSC
585
Peoples Financial Services Corp
Pennsylvania
$1.69K
BCMLT
586
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.69K +$760 +10 +67%
RFG
587
RFP Financial Group
Georgia
$1.49K +$1.67K +22 New
SWM
588
Sugarloaf Wealth Management
Georgia
$1.35K -$10.8K -142 -88%
CA
589
Clearstead Advisors
Ohio
$1.35K
IWP
590
IAG Wealth Partners
Wisconsin
$1.35K
RFS
591
Retirement Financial Solutions
Tennessee
$1.35K +$1.52K +20 New
FMB
592
Field & Main Bank
Kentucky
$1.35K
FWM
593
Focused Wealth Management
New York
$1.15K -$19.4K -255 -94%
ZB
594
Zions Bancorporation
Utah
$1.15K -$5.7K -75 -82%
CFFP
595
Center for Financial Planning
Michigan
$1.15K
MS
596
Madden Securities
Texas
$1.15K +$1.29K +17 New
PS
597
PayPay Securities
Japan
$1.15K +$1.29K +17 New
CWA
598
Clearview Wealth Advisors
Oregon
$1.08K +$456 +6 +60%
HWMA
599
Heritage Wealth Management (Arizona)
Arizona
$1.08K +$608 +8 +100%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$1K -$11.7K -154 -94%