648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
FMB
601
Field & Main Bank
Kentucky
$1.36K
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15K -$11.1K -163 -91%
CFFP
603
Center for Financial Planning
Michigan
$1.15K
TPCW
604
TD Private Client Wealth
New York
$1.09K -$14.7K -216 -93%
CFO
605
CVA Family Office
Colorado
$1.09K +$1.09K +16 New
BWL
606
Bogart Wealth LLC
Virginia
$1.02K -$2.65K -39 -72%
BCMLT
607
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02K -$679 -10 -40%
AW
608
Avion Wealth
Texas
$1K
VF
609
VitalStone Financial
Texas
$1K
RDIA
610
RE Dickinson Investment Advisors
Iowa
$1K
TFGT
611
TS Financial Group (TSFG)
Illinois
$1K
SF
612
Safeguard Financial
Wisconsin
$1K +$1K +10 New
CAL
613
Capital Advisors Ltd
Ohio
$1K +$1K +18 New
SWA
614
SOA Wealth Advisors
New York
$950
CIA
615
Cape Investment Advisory
Georgia
$950
CWA
616
Carolina Wealth Advisors
South Carolina
$882 -$136 -2 -13%
DIP
617
DT Investment Partners
Pennsylvania
$875
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$815 -$1.9K -28 -70%
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$815
DI
620
Disciplined Investments
Oklahoma
$815 +$68 +1 +9%
CFS
621
CGC Financial Services
Oregon
$815 +$815 +12 New
HFM
622
Hartford Financial Management
Connecticut
$679
MA
623
MCF Advisors
Kentucky
$679
PS
624
PayPay Securities
Japan
$679
BCH
625
Berkshire Capital Holdings
California
$679