689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
601
Accent Capital Management
Ohio
$3.38K +$3.38K +47 New
ODG
602
O'Dell Group
Ohio
$3.38K +$3.38K +47 New
FFA
603
Fairfield Financial Advisors
Massachusetts
$3.24K -$5.03K -70 -61%
PWMG
604
Private Wealth Management Group
New Jersey
$3.17K +$3.17K +44 New
QC
605
Quent Capital
New York
$3.09K -$5.97K -83 -66%
NS
606
NBC Securities
Alabama
$3K
WIA
607
Wetzel Investment Advisors
Indiana
$3K +$3K +35 New
KFI
608
Key Financial Inc
Pennsylvania
$2.88K
CWP
609
Concord Wealth Partners
Virginia
$2.88K
OCM
610
Orion Capital Management
California
$2.8K
Fifth Third Bancorp
611
Fifth Third Bancorp
Ohio
$2.73K +$288 +4 +12%
S
612
Sachetta
Massachusetts
$2.73K +$2.73K +38 New
BWM
613
Baystate Wealth Management
Massachusetts
$2.52K -$6.83K -95 -73%
TCM
614
Tradewinds Capital Management
Washington
$2.52K
CMBA
615
C.M. Bidwell & Associates
Hawaii
$2.3K -$112K -1,555 -98%
WPA
616
West Paces Advisors
Georgia
$2.3K
AWM
617
Avior Wealth Management
Nebraska
$2.23K +$2.23K +31 New
FCA
618
FinTrust Capital Advisors
South Carolina
$2.16K
AIC
619
Archer Investment Corporation
Indiana
$2.16K
EBA
620
Eagle Bay Advisors
New York
$2.16K
MIM
621
Macroview Investment Management
Maryland
$2.09K
GI
622
Gradient Investments
Minnesota
$2.01K +$935 +13 +87%
TCWA
623
Turtle Creek Wealth Advisors
Texas
$2.01K +$2.01K +28 New
AW
624
Avion Wealth
Texas
$2K
AA
625
AlphaMark Advisors
Kentucky
$2K