648 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 217 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-17
Holders Change %
-2.56%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
223
Reduced
217
Closed
100
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
FMB
601
Field & Main Bank
Kentucky
$1.18K
AF
602
Advisornet Financial
Minnesota
$1.13K
UWS
603
Unique Wealth Strategies
Illinois
$1.11K +$1.11K +17 New
CFFP
604
Center for Financial Planning
Michigan
$1.01K
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01K
BFEC
606
Benjamin F. Edwards & Company
Missouri
$1K -$13.5K -298 -93%
VNA
607
Valley National Advisers
Pennsylvania
$1K -$1.25K -25 -56%
CAL
608
Capital Analysts LLC
Pennsylvania
$1K
AIC
609
Archer Investment Corporation
Indiana
$888 -$888 -15 -50%
BCMLT
610
Beacon Capital Management LLC (Tennessee)
Tennessee
$888
SWA
611
SOA Wealth Advisors
New York
$829
CIA
612
Cape Investment Advisory
Georgia
$829
BMC
613
Bear Mountain Capital
Washington
$806 -$3.45K -60 -81%
Fifth Third Bancorp
614
Fifth Third Bancorp
Ohio
$769 -$118 -2 -13%
DIP
615
DT Investment Partners
Pennsylvania
$711
TWD
616
True Wealth Design
Ohio
$652 +$415 +7 +175%
PS
617
PayPay Securities
Japan
$651 -$2.25K -38 -78%
CCC
618
Chelsea Counsel Company
California
$592
HFM
619
Hartford Financial Management
Connecticut
$592
MA
620
MCF Advisors
Kentucky
$592
SRCM
621
Signature Resources Capital Management
California
$592
PCWA
622
Pacific Capital Wealth Advisors
California
$592 +$592 +10 New
HI
623
Hoey Investments
Pennsylvania
$592 +$592 +10 New
MCM
624
MV Capital Management
Maryland
$533 -$711 -12 -57%
BWP
625
Baldwin Wealth Partners
Massachusetts
$414 +$414 +7 New