689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
576
Householder Group Estate & Retirement Specialist
Arizona
$5K
SR
577
Syntax Research
Florida
$4.96K +$4.96K +69 New
DF
578
DecisionPoint Financial
Arizona
$4.89K
AWM
579
Activest Wealth Management
Florida
$4.75K +$4.75K +66 New
AWM
580
Abound Wealth Management
Tennessee
$4.68K
SIC
581
Salem Investment Counselors
North Carolina
$4.46K -$2.16K -30 -33%
ZB
582
Zions Bancorporation
Utah
$4.32K -$1.8K -25 -29%
CAC
583
Core Alternative Capital
Georgia
$4.32K -$1.08K -15 -20%
WAM
584
WFA Asset Management
Wisconsin
$4.32K
PGAM
585
Princeton Global Asset Management
New Jersey
$4.32K
MCM
586
Manchester Capital Management
Vermont
$4.32K
IGWM
587
ICA Group Wealth Management
Colorado
$4.32K +$4.32K +60 New
CT
588
Cambridge Trust
Massachusetts
$4.1K -$144 -2 -3%
GEA
589
Glen Eagle Advisors
New Jersey
$3.96K
BIA
590
Bell Investment Advisors
California
$3.81K -$503 -7 -12%
CFD
591
Creative Financial Designs
Indiana
$3.67K +$216 +3 +6%
HWA
592
HHM Wealth Advisors
Tennessee
$3.6K
ECM
593
Estabrook Capital Management
New York
$3.6K
GIA
594
GHP Investment Advisors
Colorado
$3.6K
OPTFSNA
595
Old Point Trust & Financial Services N A
Virginia
$3.6K +$3.6K +50 New
DAM
596
Delta Asset Management
Tennessee
$3.6K +$3.6K +50 New
QPBE
597
Quintet Private Bank (Europe)
Luxembourg
$3.6K
FSWA
598
Financial Synergies Wealth Advisors
Texas
$3.59K
HIA
599
Harbor Investment Advisory
Maryland
$3.45K
PS
600
PayPay Securities
Japan
$3.45K -$3.67K -50 -52%