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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
626
CIBC Private Wealth Group
Georgia
$76.4K +$23.1K +275 +45%
BTI
627
Blue Trust Inc
Georgia
$74.6K +$505 +6 +0.7%
CA
628
CoreCap Advisors
Michigan
$73.8K +$18.9K +224 +35%
FRA
629
Front Row Advisors
California
$64.8K
SBFM
630
S-Bank Fund Management
Finland
$61.5K -$1.68K -20 -3%
TCM
631
Triumph Capital Management
Colorado
$61.4K +$59.8K +711 New
HPC
632
HM Payson & Co
Maine
$59.9K +$505 +6 +0.9%
MCM
633
MAI Capital Management
Ohio
$59.1K +$8.92K +106 +18%
UB
634
UMB Bank
Missouri
$56.6K +$52K +618 +1,626%
RFG
635
REAP Financial Group
Texas
$56.5K +$5.22K +62 +10%
CFB
636
Cullen/Frost Bankers
Texas
$51.5K +$6.48K +77 +15%
QC
637
Quent Capital
New York
$51.2K +$15.2K +180 +44%
FHA
638
Flagship Harbor Advisors
Massachusetts
$50.3K -$201K -2,389 -80%
RFP
639
Root Financial Partners
California
$46.8K +$11.4K +136 +33%
Bank Julius Baer & Co
640
Bank Julius Baer & Co
Switzerland
$46.6K -$173K -2,051 -79%
CI
641
CAZ Investments
Texas
$43.1K
AWM
642
Activest Wealth Management
Florida
$41.9K +$40K +475 +4,318%
FP
643
Financial Perspectives
Minnesota
$41.1K
SMFG
644
Sumitomo Mitsui Financial Group
Japan
$40.4K -$18.2K -216 -32%
TFIPS
645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38K +$16.8K +200 +83%
CLOS
646
Compagnie Lombard Odier SCmA
Switzerland
$34.5K
W
647
WealthCollab
Washington
$34K
SIS
648
Sound Income Strategies
Florida
$33.3K +$16.8K +200 +95%
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$31.2K -$10.1K -120 -25%
SAG
650
SageView Advisory Group
California
$27.9K +$27.2K +323 New