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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
626
Wilmington Savings Fund Society
Delaware
$2.58K -$638 -8 -19%
SO
627
Sierra Ocean
California
$2.43K +$2.23K +28 +560%
DPW
628
DiNuzzo Private Wealth
Pennsylvania
$2.36K
WA
629
Whipplewood Advisors
Colorado
$2.36K -$956 -12 -46%
A
630
Allianz
Germany
$2.29K
VFM
631
Vision Financial Markets
Connecticut
$2.21K +$2.39K +30 New
CFB
632
Cullen/Frost Bankers
Texas
$2.14K
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$2.07K +$2.23K +28 New
CAL
634
Capital Analysts LLC
Pennsylvania
$2K
SIC
635
SJS Investment Consulting
Ohio
$1.99K -$159 -2 -7%
MCM
636
MV Capital Management
Maryland
$1.92K
CWP
637
Concord Wealth Partners
Virginia
$1.84K -$797 -10 -29%
AIM
638
Anchor Investment Management
South Carolina
$1.84K
WT
639
Whittier Trust
California
$1.84K
FGAM
640
Financial Gravity Asset Management
Texas
$1.84K +$1.99K +25 New
PPC
641
Park Place Capital
Alabama
$1.77K
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$1.7K
YP
643
YANKCOM Partnership
South Dakota
$1.7K
UB
644
UMB Bank
Missouri
$1.7K +$398 +5 +28%
QCG
645
Quadrant Capital Group
Ohio
$1.7K +$558 +7 +44%
WPA
646
West Paces Advisors
Georgia
$1.62K
NC
647
NewSquare Capital
Pennsylvania
$1.62K +$1.75K +22 New
SWIM
648
Smallwood Wealth Investment Management
New Jersey
$1.62K +$1.75K +22 New
RIL
649
Rothschild Investment LLC
Illinois
$1.55K +$1.12K +14 +200%
MSE
650
MUFG Securities EMEA
United Kingdom
$1.55K +$1.67K +21 New