700 hedge funds and large institutions have $13.1B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 278 increasing their positions, 201 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
9.51%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
95
Increased
278
Reduced
201
Closed
92
Calls
$704M
Puts
$741M
Net Calls
-$37.5M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
626
MV Capital Management
Maryland
$1.92K
CWP
627
Concord Wealth Partners
Virginia
$1.84K -$738 -10 -29%
AIM
628
Anchor Investment Management
South Carolina
$1.84K
WT
629
Whittier Trust
California
$1.84K
FGAM
630
Financial Gravity Asset Management
Texas
$1.84K +$1.84K +25 New
PPC
631
Park Place Capital
Alabama
$1.77K
YP
632
YANKCOM Partnership
South Dakota
$1.7K
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$1.7K
UB
634
UMB Bank
Missouri
$1.7K +$369 +5 +28%
QCG
635
Quadrant Capital Group
Ohio
$1.7K +$516 +7 +44%
WPA
636
West Paces Advisors
Georgia
$1.62K
NC
637
NewSquare Capital
Pennsylvania
$1.62K +$1.62K +22 New
SWIM
638
Smallwood Wealth Investment Management
New Jersey
$1.62K +$1.62K +22 New
RIL
639
Rothschild Investment LLC
Illinois
$1.55K +$1.03K +14 +200%
MSE
640
MUFG Securities EMEA
United Kingdom
$1.55K +$1.55K +21 New
ACA
641
American Capital Advisory
Idaho
$1.48K
PPA
642
Pilgrim Partners Asia
Singapore
$1.48K
FMB
643
Field & Main Bank
Kentucky
$1.48K
TLA
644
Tanglewood Legacy Advisors
Texas
$1.48K
QC
645
Quent Capital
New York
$1.48K
HWA
646
HHM Wealth Advisors
Tennessee
$1.4K
CFFP
647
Center for Financial Planning
Michigan
$1.26K
BWL
648
Bogart Wealth LLC
Virginia
$1.25K +$811 +11 +183%
STB
649
S&T Bank
Pennsylvania
$1.25K +$1.25K +17 New
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24K