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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
651
Toth Financial Advisory
Virginia
$27.7K +$27K +321 New
SC
652
SouthState Corp
Florida
$27.2K
SFG
653
Strive Financial Group
Indiana
$26.9K +$26.3K +312 New
HWA
654
Heritage Wealth Advisors
Virginia
$25.9K
PP
655
PFS Partners
New Jersey
$25.9K
AIS
656
Advocate Investing Services
Maryland
$25.9K +$25.3K +300 New
TLCM
657
Twin Lakes Capital Management
California
$25.7K
EI
658
EFG International
$24.2K +$23.6K +280 New
GWM
659
Geneos Wealth Management
Colorado
$23.8K
RC
660
Rexford Capital
Texas
$23K
BAM
661
Bellevue Asset Management
Washington
$22.4K
TC
662
Truvestments Capital
Florida
$22.3K -$842 -10 -4%
RCM
663
Raleigh Capital Management
North Carolina
$22.1K +$337 +4 +2%
VSQM
664
V-Square Quantitative Management
Illinois
$21.7K +$21.2K +252 New
RAM
665
Reflection Asset Management
South Carolina
$21.7K +$21.1K +251 New
TSMHT
666
Thurston Springer Miller Herd & Titak
Indiana
$21.6K +$21K +250 New
TWC
667
TD Waterhouse Canada
Ontario, Canada
$21.1K -$7.16K -85 -26%
DMBA
668
Deseret Mutual Benefit Administrators
Utah
$20.5K +$4.88K +58 +32%
BLC
669
Brown, Lisle/Cummings
Rhode Island
$19.4K
QCG
670
Quadrant Capital Group
Ohio
$19K +$5.47K +65 +42%
TCOV
671
Trust Company of Vermont
Vermont
$18.4K +$842 +10 +5%
MHR
672
Matthew Hamilton Rosenberg
$18.2K
OWP
673
ORG Wealth Partners
Texas
$17.4K
FAMI
674
Fideuram Asset Management (Ireland)
$17.3K +$18.3K +218 New
SC
675
Swan Capital
Florida
$17.3K