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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
626
AssetMark Inc
California
$976 +$875 +14 New
BMC
627
Bear Mountain Capital
Washington
$958
RIL
628
Rothschild Investment LLC
Illinois
$907 +$563 +9 +225%
DIP
629
DT Investment Partners
Pennsylvania
$837
CCC
630
Chelsea Counsel Company
California
$698
HFM
631
Hartford Financial Management
Connecticut
$698
MA
632
MCF Advisors
Kentucky
$698
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$697 -$188 -3 -23%
SRCM
634
Signature Resources Capital Management
California
$697
TF
635
Tompkins Financial
New York
$697 +$625 +10 New
CA
636
Claris Advisors
Missouri
$628 +$563 +9 New
RTC
637
Riverview Trust Company
Washington
$628 +$563 +9 New
BF
638
BOK Financial
Oklahoma
$605 +$563 +9 New
HI
639
Hoey Investments
Pennsylvania
$592
CIAS
640
CBIZ Investment Advisory Services
Ohio
$557 +$500 +8 New
AIC
641
Archer Investment Corporation
Indiana
$523 -$438 -7 -47%
CA
642
Crewe Advisors
Utah
$419
PMFA
643
Plante Moran Financial Advisors
Michigan
$418
RAM
644
Riggs Asset Management
Pennsylvania
$349 -$1.25K -20 -80%
PS
645
PayPay Securities
Japan
$349 -$375 -6 -55%
DSC
646
Duncker Streett & Co
Missouri
$349
FA
647
Financial Avengers
California
$349
GJIA
648
Glass Jacobson Investment Advisors
Maryland
$349
KB
649
Kimelman & Baird
New York
$349
WBC
650
West Branch Capital
Massachusetts
$349