We are live on ! Find out more

711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
676
Redwood Park Advisors
California
$738
SIM
677
Synergy Investment Management
Florida
$738
PS
678
PayPay Securities
Japan
$675 +$80 +1 +13%
CW
679
Curio Wealth
Maryland
$653 +$80 +1 New
SS
680
Sunbelt Securities
Texas
$590 -$1.35K -17 -68%
CMBA
681
C.M. Bidwell & Associates
Hawaii
$590
MAS
682
MPWM Advisory Solutions
Georgia
$590
AIC
683
Archer Investment Corporation
Indiana
$553
KIM
684
Kestra Investment Management
Texas
$517 -$2.23K -28 -80%
HWP
685
Highline Wealth Partners
California
$516 +$558 +7 New
ZBNA
686
Zions Bancorporation, National Association
Utah
$516 +$558 +7 New
PWA
687
Principia Wealth Advisory
Texas
$503 -$398 -5 -42%
CA
688
Crewe Advisors
Utah
$443
PMFA
689
Plante Moran Financial Advisors
Michigan
$443
BHWM
690
Bay Harbor Wealth Management
Maryland
$442 +$478 +6 New
GJIA
691
Glass Jacobson Investment Advisors
Maryland
$409
FA
692
Financial Avengers
California
$369
KB
693
Kimelman & Baird
New York
$369
RAM
694
Riggs Asset Management
Pennsylvania
$369
T
695
Transce3nd
Texas
$369
WBC
696
West Branch Capital
Massachusetts
$369
WWM
697
Wolff Wiese Magana
California
$369
PWM
698
Parkworth Wealth Management
California
$369 +$80 +1 +25%
ADL
699
Asset Dedication LLC
California
$296
Kayne Anderson Rudnick Investment Management
700
Kayne Anderson Rudnick Investment Management
California
$295