712 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, 288 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: 704712 (+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
712
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
BCWM
601
Bartlett & Co Wealth Management
Ohio
$5.85K
BT
602
Banque Transatlantique
France
$5.69K
MSWA
603
Marshall & Sterling Wealth Advisors
New York
$5.38K
CVM
604
Cheviot Value Management
California
$5.37K
DF
605
DecisionPoint Financial
Arizona
$5.28K
AWM
606
Abound Wealth Management
Tennessee
$5.07K
PWA
607
Physician Wealth Advisors
Utah
$5.07K
Bessemer Group
608
Bessemer Group
New Jersey
$5K
OAJ
609
Ogorek Anthony Joseph
New York
$5K
CIAS
610
CBIZ Investment Advisory Services
Ohio
$4.99K
NEWAS
611
N.E.W. Advisory Services
Wisconsin
$4.91K
BGAI
612
Bruce G. Allen Investments
Colorado
$4.76K
TPWA
613
Twin Peaks Wealth Advisors
California
$4.69K
BTC
614
Bank & Trust Company
Illinois
$4.52K
MWM
615
Mascoma Wealth Management
New Hampshire
$4.29K
AA
616
Addison Advisors
Vermont
$4.29K
AG
617
AmeriFlex Group
Nevada
$4.23K
DWM
618
Dogwood Wealth Management
Kansas
$4.1K
AW
619
Avion Wealth
Texas
$4K
QPBE
620
Quintet Private Bank (Europe)
Luxembourg
$3.9K
BL
621
BFSG LLC
California
$3.9K
AIP
622
Ameritas Investment Partners
Nebraska
$3.9K
OPTFSNA
623
Old Point Trust & Financial Services N A
Virginia
$3.9K
SFCL
624
Strengthening Families & Communities LLC
Massachusetts
$3.9K
WSFS
625
Wilmington Savings Fund Society
Delaware
$3.67K