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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
576
Householder Group Estate & Retirement Specialist
Arizona
$4K
S
577
Sachetta
Massachusetts
$3.98K +$1.19K +19 +50%
CA
578
Continuum Advisory
Idaho
$3.8K +$625 +10 +28%
BIA
579
Bell Investment Advisors
California
$3.7K
OPTFSNA
580
Old Point Trust & Financial Services N A
Virginia
$3.49K -$3.13K -50 -50%
AIP
581
Ameritas Investment Partners
Nebraska
$3.49K
BL
582
BFSG LLC
California
$3.49K
QPBE
583
Quintet Private Bank (Europe)
Luxembourg
$3.49K +$438 +7 +16%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$3.28K -$3.44K -55 -54%
CFO
585
CVA Family Office
Colorado
$3.21K +$875 +14 +44%
GEA
586
Glen Eagle Advisors
New Jersey
$3.14K -$625 -10 -18%
FFA
587
Fairfield Financial Advisors
Massachusetts
$3.14K
NIC
588
Northwest Investment Counselors
Oregon
$3.14K +$2.81K +45 New
NS
589
NBC Securities
Alabama
$3K
AW
590
Avion Wealth
Texas
$3K +$63 +1 +2%
WSFS
591
Wilmington Savings Fund Society
Delaware
$3K +$2.69K +43 New
SIC
592
Salem Investment Counselors
North Carolina
$2.93K -$625 -10 -19%
SSB
593
Sandy Spring Bank
Maryland
$2.93K
KFI
594
Key Financial Inc
Pennsylvania
$2.79K
TFM
595
TFC Financial Management
Massachusetts
$2.79K
OC
596
Oarsman Capital
Wisconsin
$2.79K +$2.5K +40 New
TCM
597
Tradewinds Capital Management
Washington
$2.44K
QC
598
Quent Capital
New York
$2.37K
CMBA
599
C.M. Bidwell & Associates
Hawaii
$2.23K
CFB
600
Cullen/Frost Bankers
Texas
$2.23K