710 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, 286 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: 702710 (+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
710
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
YP
651
YANKCOM Partnership
South Dakota
$1.79K
KG
652
Kilter Group
New York
$1.79K
SWIM
653
Smallwood Wealth Investment Management
New Jersey
$1.72K
HFS
654
Hughes Financial Services
Virginia
$1.61K
TLA
655
Tanglewood Legacy Advisors
Texas
$1.56K
LWMI
656
Legacy Wealth Management (Idaho)
Idaho
$1.56K
LIS
657
Legacy Investment Solutions
Idaho
$1.56K
FMB
658
Field & Main Bank
Kentucky
$1.56K
SIC
659
SJS Investment Consulting
Ohio
$1.48K
HWA
660
HHM Wealth Advisors
Tennessee
$1.48K
RWM
661
Rialto Wealth Management
New York
$1.48K
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33K
BBHC
663
Brown Brothers Harriman & Co
New York
$1.33K
CB
664
CNB Bank
Pennsylvania
$1.25K
RIL
665
Rothschild Investment LLC
Illinois
$1.17K
NSIM
666
North Star Investment Management
Illinois
$1.17K
SWA
667
SOA Wealth Advisors
New York
$1.09K
Fifth Third Bancorp
668
Fifth Third Bancorp
Ohio
$1.09K
CIA
669
Cape Investment Advisory
Georgia
$1.09K
BMC
670
Bear Mountain Capital
Washington
$1.05K
BWL
671
Bogart Wealth LLC
Virginia
$1.01K
PMAM
672
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
673
Capital Advisors Ltd
Ohio
$1K
SIC
674
Salem Investment Counselors
North Carolina
$936
DIP
675
DT Investment Partners
Pennsylvania
$936