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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
601
Indiana Trust & Investment Management
Indiana
$1.61K +$1.6K +23 New
RFG
602
RFP Financial Group
Georgia
$1.54K
TLA
603
Tanglewood Legacy Advisors
Texas
$1.4K
FMB
604
Field & Main Bank
Kentucky
$1.4K
CHA
605
Carmichael Hill & Associates
Maryland
$1.26K -$3.47K -50 -74%
CFFP
606
Center for Financial Planning
Michigan
$1.19K
AWA
607
Authentikos Wealth Advisory
California
$1.12K +$1.11K +16 New
GI
608
Gradient Investments
Minnesota
$1.05K -$8.33K -120 -89%
BWL
609
Bogart Wealth LLC
Virginia
$1.05K
LWCFA
610
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04K
BCMLT
611
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02K
RDIA
612
RE Dickinson Investment Advisors
Iowa
$1K
TFGT
613
TS Financial Group (TSFG)
Illinois
$1K
VNA
614
Valley National Advisers
Pennsylvania
$1K +$694 +10 New
CIA
615
Cape Investment Advisory
Georgia
$979
SWA
616
SOA Wealth Advisors
New York
$979
CWA
617
Carolina Wealth Advisors
South Carolina
$909
DIP
618
DT Investment Partners
Pennsylvania
$840
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$839
SIC
620
SJS Investment Consulting
Ohio
$770 +$278 +4 +57%
AAG
621
Armstrong Advisory Group
Massachusetts
$700 -$2.36K -34 -77%
HFM
622
Hartford Financial Management
Connecticut
$700
MA
623
MCF Advisors
Kentucky
$700
BCH
624
Berkshire Capital Holdings
California
$699
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$560