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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
601
N.E.W. Advisory Services
Wisconsin
$4.65K +$5.02K +63 New
BTC
602
Bank & Trust Company
Illinois
$4.28K
SSB
603
Sandy Spring Bank
Maryland
$4.13K +$1.12K +14 +33%
AG
604
AmeriFlex Group
Nevada
$4.06K +$4.38K +55 New
AW
605
Avion Wealth
Texas
$4K
PWA
606
Physician Wealth Advisors
Utah
$3.76K
AIP
607
Ameritas Investment Partners
Nebraska
$3.69K
BL
608
BFSG LLC
California
$3.69K
HC
609
Hurley Capital
New York
$3.69K
OPTFSNA
610
Old Point Trust & Financial Services N A
Virginia
$3.69K
QPBE
611
Quintet Private Bank (Europe)
Luxembourg
$3.69K
GSWM
612
Golden State Wealth Management
California
$3.69K
IWM
613
Inlight Wealth Management
Georgia
$3.39K +$3.67K +46 New
CA
614
Continuum Advisory
Idaho
$3.32K -$398 -5 -10%
SC
615
Stephens Consulting
Michigan
$3.25K
SIC
616
Salem Investment Counselors
North Carolina
$3.1K
CYG
617
Clean Yield Group
Vermont
$3.02K +$3.27K +41 New
ECM
618
EMC Capital Management
Texas
$3K
GK
619
Graney & King
New York
$2.95K
KFI
620
Key Financial Inc
Pennsylvania
$2.95K
TFM
621
TFC Financial Management
Massachusetts
$2.95K
NWMP
622
Noble Wealth Management PBC
Colorado
$2.8K
S
623
Sachetta
Massachusetts
$2.66K -$1.67K -21 -37%
PA
624
PSI Advisors
Florida
$2.66K -$4.78K -60 -63%
CIAS
625
CBIZ Investment Advisory Services
Ohio
$2.66K +$2.23K +28 +350%