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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Crowley Wealth Management
Delaware
$8.85K
SWA
577
SOA Wealth Advisors
New York
$8.41K +$7.97K +100 +714%
AssetMark Inc
578
AssetMark Inc
California
$8.19K -$1.27K -16 -13%
CVM
579
Cheviot Value Management
California
$7.82K +$7.97K +100 New
MMCM
580
Murphy & Mullick Capital Management
New York
$7.82K
CSB
581
City State Bank
Iowa
$7.75K
PWMG
582
Prestige Wealth Management Group
New Jersey
$7.38K -$3.11K -39 -28%
MSG
583
Main Street Group
Virginia
$7.38K
SIS
584
Strategic Investment Solutions
Illinois
$7.38K
EWP
585
Elevation Wealth Partners
California
$7.38K +$7.97K +100 New
KWM
586
Kiker Wealth Management
Georgia
$7.38K +$7.97K +100 New
SCB
587
Saudi Central Bank
Saudi Arabia
$7.23K +$7.81K +98 New
CFG
588
CKW Financial Group
Hawaii
$7K
MWM
589
Mascoma Wealth Management
New Hampshire
$6.79K
BIA
590
Bell Investment Advisors
California
$6.27K +$1.04K +13 +18%
WIM
591
Westside Investment Management
California
$6.27K
RA
592
Rise Advisors
New York
$5.9K -$159 -2 -2%
CFO
593
CVA Family Office
Colorado
$5.61K +$1.35K +17 +29%
BCWM
594
Bartlett & Co Wealth Management
Ohio
$5.53K
FDW
595
Fourth Dimension Wealth
Ohio
$5.53K
IMC
596
Investment Management Corporation
Virginia
$5.24K
MSWA
597
Marshall & Sterling Wealth Advisors
New York
$5.09K +$5.5K +69 New
DF
598
DecisionPoint Financial
Arizona
$5.02K
Bessemer Group
599
Bessemer Group
New Jersey
$5K
AWM
600
Abound Wealth Management
Tennessee
$4.8K