707 hedge funds and large institutions have $15.3B invested in Zoom in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+49
Holders Change %
+7.45%
% of All Funds
9.41%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
144
Increased
237
Reduced
212
Closed
82
Calls
$1.52B
Puts
$1.05B
Net Calls
+$476M
Net Calls Change
+$372M
Name Holding Trade Value Shares
Change
Shares
Change %
TLA
651
Tanglewood Legacy Advisors
Texas
$1.63K
FMB
652
Field & Main Bank
Kentucky
$1.63K
PPA
653
Pilgrim Partners Asia
Singapore
$1.63K +$1.63K +20 New
HWA
654
HHM Wealth Advisors
Tennessee
$1.55K +$1.55K +19 New
UB
655
UMB Bank
Missouri
$1.47K
CSWM
656
Cassady Schiller Wealth Management
Ohio
$1.47K +$1.47K +18 New
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.39K
CFFP
658
Center for Financial Planning
Michigan
$1.39K
QCG
659
Quadrant Capital Group
Ohio
$1.31K
ME
660
McIlrath & Eck
Washington
$1.22K
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.22K
CIA
662
Cape Investment Advisory
Georgia
$1.22K +$82 +1 +7%
SWA
663
SOA Wealth Advisors
New York
$1.14K
BMC
664
Bear Mountain Capital
Washington
$1.12K
PMAM
665
Picton Mahoney Asset Management
Ontario, Canada
$1K -$317K -5,385 -100%
MIFH
666
Migdal Insurance & Financial Holdings
Israel
$1K -$4.69K -75 -82%
DIP
667
DT Investment Partners
Pennsylvania
$980
PWA
668
Principia Wealth Advisory
Texas
$979 +$979 +12 New
CCC
669
Chelsea Counsel Company
California
$817
HFM
670
Hartford Financial Management
Connecticut
$817
RPA
671
Redwood Park Advisors
California
$817 +$817 +10 New
SIM
672
Synergy Investment Management
Florida
$816 +$816 +10 New
CWA
673
Carolina Wealth Advisors
South Carolina
$816 +$816 +10 New
AF
674
Advisornet Financial
Minnesota
$734 -$1.22K -15 -63%
RTC
675
Riverview Trust Company
Washington
$734