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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
601
Asset Dedication LLC
California
$1K -$1.98K -26 -57%
CWA
602
Carolina Wealth Advisors
South Carolina
$1K
GCS
603
Gordian Capital (Singapore)
Singapore
$1K
MTIC
604
Missouri Trust & Investment Company
Missouri
$1K
RDIA
605
RE Dickinson Investment Advisors
Iowa
$1K
SC
606
Sierra Capital
Florida
$1K
TFGT
607
TS Financial Group (TSFG)
Illinois
$1K
Jones Financial Companies
608
Jones Financial Companies
Missouri
$1K +$1.14K +15 New
VF
609
VitalStone Financial
Texas
$1K +$1.37K +18 New
GBT
610
Grove Bank & Trust
Florida
$1K +$1.59K +21 New
CP
611
Castleview Partners
Texas
$948
SC
612
Schubert & Co
Texas
$881 +$684 +9 +225%
OLVIG
613
Oliver Lagore Vanvalin Investment Group
Michigan
$813 -$76 -1 -8%
DIP
614
DT Investment Partners
Pennsylvania
$813
FWA
615
Freedom Wealth Alliance
Wisconsin
$745 +$836 +11 New
AWM
616
Accel Wealth Management
Iowa
$677
BCH
617
Berkshire Capital Holdings
California
$677
BC
618
Burleson & Co
California
$677
HFM
619
Hartford Financial Management
Connecticut
$677
MA
620
MCF Advisors
Kentucky
$677
AAG
621
Armstrong Advisory Group
Massachusetts
$677 +$760 +10 New
IGWM
622
ICA Group Wealth Management
Colorado
$677 +$760 +10 New
USCWA
623
U.S. Capital Wealth Advisors
Texas
$677 +$760 +10 New
AWM
624
Atticus Wealth Management
Florida
$542 -$3.57K -47 -85%
BAAM
625
Baker Avenue Asset Management
California
$542 +$608 +8 New