648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
676
AE Wealth Management
Kansas
-$529K -7,163 Closed
ICM
677
Ionic Capital Management
New York
-$525K -7,107 Closed
JFG
678
Jefferies Financial Group
New York
-$472K -6,388 Closed
VIM
679
Vinva Investment Management
Australia
-$447K -6,204 Closed
CB
680
Commerce Bank
Missouri
-$441K -5,966 Closed
AS
681
AM Squared
Hong Kong
-$406K -5,500 Closed
CFA
682
Compass Financial Advisors
Indiana
-$345K -4,666 Closed
CIBC World Market
683
CIBC World Market
Ontario, Canada
-$273K -3,693 Closed
VVP
684
Venture Visionary Partners
Ohio
-$268K -3,628 Closed
PCM
685
Prelude Capital Management
New York
-$263K -3,558 Closed
PFO
686
Pathstone Family Office
New Jersey
-$243K -3,277 Closed
PI
687
PFG Investments
New York
-$236K -3,201 Closed
AAS
688
Ameritas Advisory Services
Nebraska
-$209K -3,142 Closed
GSC
689
Ground Swell Capital
South Carolina
-$226K -3,059 Closed
EI
690
Ellevest Inc
New York
-$226K -3,057 Closed
DCM
691
DGS Capital Management
New Jersey
-$223K -3,019 Closed
SPC
692
Sigma Planning Corp
Michigan
-$216K -2,922 Closed
MCM
693
MAI Capital Management
Ohio
-$215K -2,917 Closed
VCP
694
Verus Capital Partners
Arizona
-$210K -2,850 Closed
YCM
695
Yousif Capital Management
Michigan
-$210K -2,844 Closed
SM
696
STF Management
Texas
-$209K -2,837 Closed
MAM
697
Meeder Asset Management
Ohio
-$119K -1,612 Closed
CMF
698
Counterpoint Mutual Funds
California
-$112K -1,518 Closed
BAM
699
Belpointe Asset Management
Nevada
-$110K -1,495 Closed
KM
700
Kalos Management
Georgia
-$66.7K -903 Closed