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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
676
Lattice Capital Management
Washington
-$407K -6,000 Closed
VWA
677
V Wealth Advisors
Kansas
-$364K -5,363 Closed
SPM
678
Symmetry Peak Management
Pennsylvania
-$339K -5,000 Closed
FRM
679
Fox Run Management
Connecticut
-$330K -4,867 Closed
KOC
680
Koss-Olinger Consulting
Florida
-$320K -4,715 Closed
BC
681
Burney Company
Virginia
-$317K -4,668 Closed
CW
682
CreativeOne Wealth
Kansas
-$314K -4,623 Closed
NFSG
683
Newbridge Financial Services Group
Florida
-$304K -4,479 Closed
OR
684
Olympiad Research
Connecticut
-$297K -4,368 Closed
PCMC
685
Paragon Capital Management (Colorado)
Colorado
-$282K -4,161 Closed
WP
686
WMS Partners
Maryland
-$252K -3,711 Closed
GCM
687
Gladstone Capital Management
United Kingdom
-$228K -3,365 Closed
SPA
688
Sherbrooke Park Advisers
New York
-$227K -3,348 Closed
WQ
689
Wealth Quarterback
New Jersey
-$224K -3,297 Closed
NB
690
Norinchukin Bank
Japan
-$224K -3,295 Closed
AIM
691
Aigen Investment Management
New York
-$220K -3,234 Closed
XS
692
XR Securities
Illinois
-$219K -3,156 Closed
AWS
693
Atria Wealth Solutions
New York
-$210K -3,093 Closed
CPIG
694
Chicago Partners Investment Group
Illinois
-$204K -2,923 Closed
BAM
695
Bosun Asset Management
Illinois
-$104K -1,534 Closed
MIH
696
Meitav Investment House
Israel
-$72.4K -1,071 Closed
WP
697
WealthPLAN Partners
Nebraska
-$23.3K -343 Closed
AAM
698
Advisors Asset Management
Colorado
-$20.6K -303 Closed
BSC
699
Brown Shipley & Co
United Kingdom
-$13.6K -200 Closed
PAI
700
Pittenger & Anderson Inc
Nebraska
-$6.79K -100 Closed