710 hedge funds and large institutions have $14.6B invested in Zoom in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 286 increasing their positions, 208 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 702710 (+8)

1% more call options, than puts

Call options by funds: $672M | Put options by funds: $663M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
710
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$672M
Puts
$663M
Net Calls
Net Calls Change

Top Sellers

1 -$158M
2 -$76.3M
3 -$60.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$56.5M
5
UBS AM
UBS AM
Illinois
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
601
Marshall & Sterling Wealth Advisors
New York
$5.38K
CVM
602
Cheviot Value Management
California
$5.37K
DF
603
DecisionPoint Financial
Arizona
$5.28K
AWM
604
Abound Wealth Management
Tennessee
$5.07K
PWA
605
Physician Wealth Advisors
Utah
$5.07K
Bessemer Group
606
Bessemer Group
New Jersey
$5K
OAJ
607
Ogorek Anthony Joseph
New York
$5K
CIAS
608
CBIZ Investment Advisory Services
Ohio
$4.99K
NEWAS
609
N.E.W. Advisory Services
Wisconsin
$4.91K
BGAI
610
Bruce G. Allen Investments
Colorado
$4.76K
TPWA
611
Twin Peaks Wealth Advisors
California
$4.69K
BTC
612
Bank & Trust Company
Illinois
$4.52K
MWM
613
Mascoma Wealth Management
New Hampshire
$4.29K
AA
614
Addison Advisors
Vermont
$4.29K
AG
615
AmeriFlex Group
Nevada
$4.23K
DWM
616
Dogwood Wealth Management
Kansas
$4.1K
AW
617
Avion Wealth
Texas
$4K
OPTFSNA
618
Old Point Trust & Financial Services N A
Virginia
$3.9K
AIP
619
Ameritas Investment Partners
Nebraska
$3.9K
BL
620
BFSG LLC
California
$3.9K
QPBE
621
Quintet Private Bank (Europe)
Luxembourg
$3.9K
SFCL
622
Strengthening Families & Communities LLC
Massachusetts
$3.9K
WSFS
623
Wilmington Savings Fund Society
Delaware
$3.67K
IWM
624
Inlight Wealth Management
Georgia
$3.59K
SC
625
Stephens Consulting
Michigan
$3.51K