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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
ACA
651
American Capital Advisory
Idaho
$1.48K
FMB
652
Field & Main Bank
Kentucky
$1.48K
PPA
653
Pilgrim Partners Asia
Singapore
$1.48K
QC
654
Quent Capital
New York
$1.48K
TLA
655
Tanglewood Legacy Advisors
Texas
$1.48K
HWA
656
HHM Wealth Advisors
Tennessee
$1.4K
CFFP
657
Center for Financial Planning
Michigan
$1.25K
BWL
658
Bogart Wealth LLC
Virginia
$1.25K +$877 +11 +183%
STB
659
S&T Bank
Pennsylvania
$1.25K +$1.35K +17 New
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24K
CB
661
CNB Bank
Pennsylvania
$1.18K -$13.6K -171 -91%
NSIM
662
North Star Investment Management
Illinois
$1.11K -$797 -10 -40%
BCMLT
663
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.11K
CIA
664
Cape Investment Advisory
Georgia
$1.11K
ME
665
McIlrath & Eck
Washington
$1.11K
WCM
666
WealthTrak Capital Management
Virginia
$1.11K +$1.2K +15 New
BMC
667
Bear Mountain Capital
Washington
$1.09K
HFS
668
Hughes Financial Services
Virginia
$1.04K +$1.12K +14 New
CH
669
Cromwell Holdings
Wyoming
$1.03K +$1.12K +14 New
PMAM
670
Picton Mahoney Asset Management
Ontario, Canada
$1K
DIP
671
DT Investment Partners
Pennsylvania
$886
PWAM
672
Private Wealth Asset Management
Iowa
$885 +$956 +12 New
CWA
673
Carolina Wealth Advisors
South Carolina
$738
CCC
674
Chelsea Counsel Company
California
$738
HFM
675
Hartford Financial Management
Connecticut
$738