638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
601
Authentikos Wealth Advisory
California
$1.12K +$1.12K +16 New
GI
602
Gradient Investments
Minnesota
$1.05K -$8.39K -120 -89%
BWL
603
Bogart Wealth LLC
Virginia
$1.05K
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04K
BCMLT
605
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02K
RDIA
606
RE Dickinson Investment Advisors
Iowa
$1K
TFGT
607
TS Financial Group (TSFG)
Illinois
$1K
VNA
608
Valley National Advisers
Pennsylvania
$1K +$1K +10 New
CIA
609
Cape Investment Advisory
Georgia
$979
SWA
610
SOA Wealth Advisors
New York
$979
CWA
611
Carolina Wealth Advisors
South Carolina
$909
DIP
612
DT Investment Partners
Pennsylvania
$840
OLVIG
613
Oliver Lagore Vanvalin Investment Group
Michigan
$839
SIC
614
SJS Investment Consulting
Ohio
$770 +$280 +4 +57%
AAG
615
Armstrong Advisory Group
Massachusetts
$700 -$2.38K -34 -77%
HFM
616
Hartford Financial Management
Connecticut
$700
MA
617
MCF Advisors
Kentucky
$700
BCH
618
Berkshire Capital Holdings
California
$699
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$560
IPW
620
Impact Partnership Wealth
Georgia
$559 +$70 +1 +14%
FAM
621
Flaharty Asset Management
Florida
$490 +$490 +7 New
CAS
622
Coppell Advisory Solutions
Texas
$474 +$474 +7 New
LFA
623
LGT Financial Advisors
Texas
$420 +$420 +6 New
FA
624
Financial Avengers
California
$350
RAM
625
Riggs Asset Management
Pennsylvania
$350