925 hedge funds and large institutions have $40.8B invested in Zoom in 2021 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 390 increasing their positions, 262 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-9
Holders Change %
-0.96%
% of All Funds
16.29%
Holding in Top 10
22
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-37.14%
% of All Funds
0.39%
New
144
Increased
390
Reduced
262
Closed
142
Calls
$4.63B
Puts
$5.99B
Net Calls
-$1.35B
Net Calls Change
-$94.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
601
Exencial Wealth Advisors
Oklahoma
$319K +$319K +993 New
RPWA
602
Regent Peak Wealth Advisors
Georgia
$318K +$3.85K +12 +1%
PCA
603
Personal Capital Advisors
California
$317K -$21.9K -68 -6%
CFA
604
Carroll Financial Associates
North Carolina
$313K +$6.42K +20 +2%
IAN
605
Integrated Advisors Network
Texas
$311K +$71.9K +224 +30%
Fisher Asset Management
606
Fisher Asset Management
Washington
$311K +$72.7K +226 +30%
FNBT
607
FineMark National Bank & Trust
Florida
$309K -$62.9K -196 -17%
KPW
608
Kore Private Wealth
New York
$305K -$1.2M -3,716 -80%
AWM
609
Avior Wealth Management
Nebraska
$303K -$10.9K -34 -3%
MC
610
Moors & Cabot
Massachusetts
$301K -$211K -660 -41%
KP
611
Keel Point
Alabama
$301K +$24.1K +75 +9%
First Manhattan
612
First Manhattan
New York
$300K
GVAG
613
Great Valley Advisor Group
Delaware
$299K -$1.34M -4,166 -82%
PWLP
614
Prio Wealth Limited Partnership
Massachusetts
$299K
ISL
615
Ingalls & Snyder LLC
New York
$299K +$61K +190 +26%
CWM
616
Centric Wealth Management
Illinois
$297K +$297K +924 New
SCA
617
STALEY CAPITAL ADVISERS
Pennsylvania
$296K
VCWA
618
Vanguard Capital Wealth Advisors
Colorado
$294K
CCA
619
Cadent Capital Advisors
Oklahoma
$291K +$291K +905 New
CW
620
CreativeOne Wealth
Kansas
$291K +$291K +905 New
DZ Bank
621
DZ Bank
Germany
$289K
AF
622
Alerus Financial
North Dakota
$289K
BCM
623
Brookstone Capital Management
Illinois
$289K +$79.6K +248 +38%
SCA
624
Sassicaia Capital Advisers
New York
$289K +$289K +900 New
CFGS
625
Concourse Financial Group Securities
Alabama
$288K -$42.8K -133 -13%