We are live on ! Find out more

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
WWM
651
Wolff Wiese Magana
California
$349
ADL
652
Asset Dedication LLC
California
$279 -$1.19K -19 -83%
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$279
OP
654
ORG Partners
Indiana
$278 -$12.4K -198 -98%
AWM
655
Atticus Wealth Management
Florida
$210
CFS
656
CGC Financial Services
Oregon
$209
CTB
657
Country Trust Bank
Illinois
$209
LG
658
LAM Group
Oregon
$209
CAS
659
Coppell Advisory Solutions
Texas
$139
VWM
660
Valley Wealth Managers
New Jersey
$139
CAC
661
Core Alternative Capital
Georgia
$70
GCS
662
Gordian Capital (Singapore)
Singapore
$70
MFG
663
Mendota Financial Group
Wisconsin
$70 +$63 +1 New
PPA
664
Painted Porch Advisors
California
$70 +$63 +1 New
DWM
665
Dogwood Wealth Management
Kansas
$2
NAMA
666
Nikko Asset Management Americas
New York
-$186M -3,147,472 Closed
OPFM
667
Optimus Prime Fund Management
Cayman Islands
-$23.6M -399,000 Closed
QOP
668
Quinn Opportunity Partners
Virginia
-$15.5M -262,694 Closed
TRSOTSOK
669
Teachers Retirement System of the State of Kentucky
Kentucky
-$5.8M -98,039 Closed
BA
670
Bridgewater Associates
Connecticut
-$4.98M -84,212 Closed
PRC
671
Pearl River Capital
Michigan
-$3.83M -64,750 Closed
ACM
672
Archon Capital Management
Washington
-$3.33M -56,300 Closed
Simplex Trading
673
Simplex Trading
Illinois
-$3.49M -55,793 Closed
Wolverine Trading
674
Wolverine Trading
Illinois
-$3.19M -53,854 Closed
ECU
675
Eisler Capital (UK)
United Kingdom
-$3.24M -51,762 Closed