712 hedge funds and large institutions have $14.6B invested in Zoom in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 288 increasing their positions, 208 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 704712 (+8)

1% more call options, than puts

Call options by funds: $672M | Put options by funds: $663M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$672M
Puts
$663M
Net Calls
Net Calls Change

Top Sellers

1 -$158M
2 -$76.3M
3 -$60.8M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$56.5M
5
UBS AM
UBS AM
Illinois
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
626
Inlight Wealth Management
Georgia
$3.59K
SC
627
Stephens Consulting
Michigan
$3.51K
CH
628
Cromwell Holdings
Wyoming
$3.43K
WAM
629
WFA Asset Management
Wisconsin
$3.37K
TFM
630
TFC Financial Management
Massachusetts
$3.2K
KFI
631
Key Financial Inc
Pennsylvania
$3.12K
GK
632
Graney & King
New York
$3.12K
ECM
633
EMC Capital Management
Texas
$3K
S
634
Sachetta
Massachusetts
$2.81K
DPW
635
DiNuzzo Private Wealth
Pennsylvania
$2.81K
SO
636
Sierra Ocean
California
$2.81K
UB
637
UMB Bank
Missouri
$2.81K
STB
638
S&T Bank
Pennsylvania
$2.5K
A
639
Allianz
Germany
$2.42K
GSWM
640
Golden State Wealth Management
California
$2.34K
VFM
641
Vision Financial Markets
Connecticut
$2.34K
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.34K
MCM
643
MV Capital Management
Maryland
$2.18K
ACA
644
American Capital Advisory
Idaho
$2.11K
EPW
645
Evergreen Private Wealth
Colorado
$2.1K
SS
646
Sunbelt Securities
Texas
$2.04K
CAL
647
Capital Analysts LLC
Pennsylvania
$2K
AIM
648
Anchor Investment Management
South Carolina
$1.95K
CWP
649
Concord Wealth Partners
Virginia
$1.95K
FGC
650
Financial Gravity Companies
Texas
$1.95K