710 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, 286 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: 702710 (+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
710
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
PWA
676
Principia Wealth Advisory
Texas
$936
HIA
677
HFM Investment Advisors
New Jersey
$936
AWM
678
Activest Wealth Management
Florida
$858
TIM
679
Tortoise Investment Management
New York
$858
BHWM
680
Bay Harbor Wealth Management
Maryland
$857
CCC
681
Chelsea Counsel Company
California
$780
HFM
682
Hartford Financial Management
Connecticut
$780
RPA
683
Redwood Park Advisors
California
$780
Kayne Anderson Rudnick Investment Management
684
Kayne Anderson Rudnick Investment Management
California
$780
PWM
685
Parkworth Wealth Management
California
$702
AF
686
Advisornet Financial
Minnesota
$624
PS
687
PayPay Securities
Japan
$624
CMBA
688
C.M. Bidwell & Associates
Hawaii
$624
CW
689
Curio Wealth
Maryland
$624
AIC
690
Archer Investment Corporation
Indiana
$585
CPG
691
Cornerstone Planning Group
New Jersey
$574
PMFA
692
Plante Moran Financial Advisors
Michigan
$468
CA
693
Crewe Advisors
Utah
$468
MMCM
694
Murphy & Mullick Capital Management
New York
$444
WCM
695
WealthTrak Capital Management
Virginia
$390
GJIA
696
Glass Jacobson Investment Advisors
Maryland
$390
FA
697
Financial Avengers
California
$390
RAM
698
Riggs Asset Management
Pennsylvania
$390
WWM
699
Wolff Wiese Magana
California
$390
WBC
700
West Branch Capital
Massachusetts
$390