689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
626
Capital Analysts LLC
Pennsylvania
$2K
VNA
627
Valley National Advisers
Pennsylvania
$2K +$1.33K +20 +200%
AIM
628
Anchor Investment Management
South Carolina
$1.87K -$1.08K -15 -37%
NSIM
629
North Star Investment Management
Illinois
$1.8K
ME
630
McIlrath & Eck
Washington
$1.8K
FWM
631
Focused Wealth Management
New York
$1.65K -$288 -4 -15%
ITIM
632
Indiana Trust & Investment Management
Indiana
$1.65K
RFG
633
RFP Financial Group
Georgia
$1.58K
FBC
634
Fairfield, Bush & Co
Connecticut
$1.58K +$1.58K +22 New
ACA
635
American Capital Advisory
Idaho
$1.44K +$1.44K +20 New
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$1.44K -$2.88K -40 -67%
FMB
637
Field & Main Bank
Kentucky
$1.44K
TLA
638
Tanglewood Legacy Advisors
Texas
$1.44K
CFFP
639
Center for Financial Planning
Michigan
$1.22K
CFO
640
CVA Family Office
Colorado
$1.15K +$1.15K +16 New
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1K
CFB
642
Cullen/Frost Bankers
Texas
$1.08K -$3.24K -45 -75%
BWL
643
Bogart Wealth LLC
Virginia
$1.08K
BGAI
644
Bruce G. Allen Investments
Colorado
$1.08K +$1.08K +15 New
BCMLT
645
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05K
SWA
646
SOA Wealth Advisors
New York
$1.01K
CIA
647
Cape Investment Advisory
Georgia
$1.01K
ADL
648
Asset Dedication LLC
California
$1K -$103 -3 -9%
MFA
649
McClarren Financial Advisors
Pennsylvania
$1K
TFGT
650
TS Financial Group (TSFG)
Illinois
$1K