700 hedge funds and large institutions have $13.1B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 278 increasing their positions, 201 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
9.51%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
95
Increased
278
Reduced
201
Closed
92
Calls
$704M
Puts
$741M
Net Calls
-$37.5M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
576
Elevation Wealth Partners
California
$7.38K +$7.38K +100 New
SCB
577
Saudi Central Bank
Saudi Arabia
$7.23K +$7.23K +98 New
CFG
578
CKW Financial Group
Hawaii
$7K
MWM
579
Mascoma Wealth Management
New Hampshire
$6.79K
BIA
580
Bell Investment Advisors
California
$6.27K +$959 +13 +18%
WIM
581
Westside Investment Management
California
$6.27K
RA
582
Rise Advisors
New York
$5.9K -$148 -2 -2%
CFO
583
CVA Family Office
Colorado
$5.61K +$1.25K +17 +29%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$5.53K
FDW
585
Fourth Dimension Wealth
Ohio
$5.53K
IMC
586
Investment Management Corporation
Virginia
$5.24K
MSWA
587
Marshall & Sterling Wealth Advisors
New York
$5.09K +$5.09K +69 New
DF
588
DecisionPoint Financial
Arizona
$5.02K
Bessemer Group
589
Bessemer Group
New Jersey
$5K
AWM
590
Abound Wealth Management
Tennessee
$4.8K
NEWAS
591
N.E.W. Advisory Services
Wisconsin
$4.65K +$4.65K +63 New
BTC
592
Bank & Trust Company
Illinois
$4.28K
SSB
593
Sandy Spring Bank
Maryland
$4.13K +$1.03K +14 +33%
AG
594
AmeriFlex Group
Nevada
$4.06K +$4.06K +55 New
AW
595
Avion Wealth
Texas
$4K
PWA
596
Physician Wealth Advisors
Utah
$3.76K
QPBE
597
Quintet Private Bank (Europe)
Luxembourg
$3.69K
AIP
598
Ameritas Investment Partners
Nebraska
$3.69K
HC
599
Hurley Capital
New York
$3.69K
BL
600
BFSG LLC
California
$3.69K