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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
576
Fisher Asset Management
Washington
$235K +$229K +2,721 New
UWM
577
Urban Wealth Management
California
$234K +$229K +2,716 New
MFG
578
Midwest Financial Group
Kansas
$232K -$87.5K -1,040 -28%
WANY
579
Wealthspire Advisors (New York)
New York
$229K +$142K +1,689 +176%
MMA
580
Miracle Mile Advisors
California
$224K +$218K +2,591 New
GGS
581
Galvin Gaustad & Stein
Arizona
$222K -$9.68K -115 -4%
CI
582
Cigna Investments
Connecticut
$221K
CI
583
Corient IA
Florida
$216K
IWA
584
Inspirion Wealth Advisors
Illinois
$216K +$210K +2,500 New
OC
585
Oppenheimer & Co
New York
$214K +$589 +7 +0.3%
LFGO
586
Legacy Financial Group (Oklahoma)
Oklahoma
$214K -$12K -143 -5%
RPWA
587
Regent Peak Wealth Advisors
Georgia
$213K +$208K +2,467 New
FCG
588
Fielder Capital Group
Tennessee
$212K +$206K +2,452 New
IFG
589
Independent Financial Group
California
$209K +$204K +2,424 New
SPM
590
Symmetry Peak Management
Pennsylvania
$209K -$372K -4,420 -65%
BC
591
Bayforest Capital
United Kingdom
$208K -$199K -2,370 -50%
SGCA
592
Steel Grove Capital Advisors
Tennessee
$208K +$203K +2,410 New
IWM
593
IHT Wealth Management
Illinois
$207K -$15.8K -188 -7%
VEA
594
Virtus ETF Advisers
New York
$206K +$201K +2,387 New
TC
595
TwinBeech Capital
New York
$206K -$8.95M -106,314 -98%
CFG
596
Cooper Financial Group
California
$205K +$200K +2,373 New
EM
597
Excalibur Management
Massachusetts
$205K -$68.2K -810 -25%
TCM
598
Traub Capital Management
Massachusetts
$205K +$199K +2,370 New
USCWA
599
U.S. Capital Wealth Advisors
Texas
$204K +$199K +2,366 New
VCP
600
Verus Capital Partners
Arizona
$204K +$199K +2,360 New