708 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, 284 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: 700708 (+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
708
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
DF
601
DecisionPoint Financial
Arizona
$5.28K
AWM
602
Abound Wealth Management
Tennessee
$5.07K
PWA
603
Physician Wealth Advisors
Utah
$5.07K
Bessemer Group
604
Bessemer Group
New Jersey
$5K
OAJ
605
Ogorek Anthony Joseph
New York
$5K
CIAS
606
CBIZ Investment Advisory Services
Ohio
$4.99K
NEWAS
607
N.E.W. Advisory Services
Wisconsin
$4.91K
BGAI
608
Bruce G. Allen Investments
Colorado
$4.76K
TPWA
609
Twin Peaks Wealth Advisors
California
$4.69K
BTC
610
Bank & Trust Company
Illinois
$4.52K
MWM
611
Mascoma Wealth Management
New Hampshire
$4.29K
AA
612
Addison Advisors
Vermont
$4.29K
AG
613
AmeriFlex Group
Nevada
$4.23K
DWM
614
Dogwood Wealth Management
Kansas
$4.1K
AW
615
Avion Wealth
Texas
$4K
QPBE
616
Quintet Private Bank (Europe)
Luxembourg
$3.9K
AIP
617
Ameritas Investment Partners
Nebraska
$3.9K
BL
618
BFSG LLC
California
$3.9K
OPTFSNA
619
Old Point Trust & Financial Services N A
Virginia
$3.9K
SFCL
620
Strengthening Families & Communities LLC
Massachusetts
$3.9K
WSFS
621
Wilmington Savings Fund Society
Delaware
$3.67K
IWM
622
Inlight Wealth Management
Georgia
$3.59K
SC
623
Stephens Consulting
Michigan
$3.51K
CH
624
Cromwell Holdings
Wyoming
$3.43K
WAM
625
WFA Asset Management
Wisconsin
$3.37K