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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
626
Coppell Advisory Solutions
Texas
$474 +$532 +7 New
CASC
627
Coppell Advisory Solutions Corp
Texas
$474 +$532 +7 New
FFL
628
Financial Freedom LLC
Ohio
$474 +$532 +7 New
NHT
629
New Hampshire Trust
New Hampshire
$474 +$532 +7 New
TAM
630
Tucker Asset Management
Colorado
$408 -$836 -11 -65%
FA
631
Fiduciary Alliance
South Carolina
$406 +$456 +6 New
DSC
632
Duncker Streett & Co
Missouri
$339
FA
633
Financial Avengers
California
$339
WBC
634
West Branch Capital
Massachusetts
$339
WWM
635
Wolff Wiese Magana
California
$339
BWP
636
Baldwin Wealth Partners
Massachusetts
$271 -$116K -1,521 -100%
DI
637
Disciplined Investments
Oklahoma
$271 -$456 -6 -60%
SIC
638
SJS Investment Consulting
Ohio
$271 -$228 -3 -43%
DWA
639
Delos Wealth Advisors
Texas
$203
FGAM
640
Financial Gravity Asset Management
Texas
$165 +$5.17K +68 New
KTC
641
Kistler-Tiffany Companies
Pennsylvania
$135 -$21.3K -280 -99%
VWM
642
Valley Wealth Managers
New Jersey
$135 -$228 -3 -60%
IFAM
643
Institutional & Family Asset Management
Colorado
$135
RCM
644
Raleigh Capital Management
North Carolina
$93
BBHC
645
Brown Brothers Harriman & Co
New York
$68 -$1.14K -15 -94%
HF
646
Halpern Financial
Virginia
$68 +$76 +1 New
TWD
647
True Wealth Design
Ohio
$68 +$76 +1 New
WIM
648
Westside Investment Management
California
$11
SAMH
649
Shanda Asset Management Holdings
British Virgin Islands
-$73.6M -1,000,000 Closed
Coatue Management
650
Coatue Management
New York
-$60.8M -826,394 Closed