708 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, 284 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: 700708 (+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
708
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
SWIM
651
Smallwood Wealth Investment Management
New Jersey
$1.72K
HFS
652
Hughes Financial Services
Virginia
$1.61K
TLA
653
Tanglewood Legacy Advisors
Texas
$1.56K
LWMI
654
Legacy Wealth Management (Idaho)
Idaho
$1.56K
LIS
655
Legacy Investment Solutions
Idaho
$1.56K
FMB
656
Field & Main Bank
Kentucky
$1.56K
SIC
657
SJS Investment Consulting
Ohio
$1.48K
HWA
658
HHM Wealth Advisors
Tennessee
$1.48K
RWM
659
Rialto Wealth Management
New York
$1.48K
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33K
BBHC
661
Brown Brothers Harriman & Co
New York
$1.33K
CB
662
CNB Bank
Pennsylvania
$1.25K
RIL
663
Rothschild Investment LLC
Illinois
$1.17K
NSIM
664
North Star Investment Management
Illinois
$1.17K
SWA
665
SOA Wealth Advisors
New York
$1.09K
Fifth Third Bancorp
666
Fifth Third Bancorp
Ohio
$1.09K
CIA
667
Cape Investment Advisory
Georgia
$1.09K
BMC
668
Bear Mountain Capital
Washington
$1.05K
BWL
669
Bogart Wealth LLC
Virginia
$1.01K
PMAM
670
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
671
Capital Advisors Ltd
Ohio
$1K
SIC
672
Salem Investment Counselors
North Carolina
$936
DIP
673
DT Investment Partners
Pennsylvania
$936
PWA
674
Principia Wealth Advisory
Texas
$936
HIA
675
HFM Investment Advisors
New Jersey
$936