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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
ZBNA
676
Zions Bancorporation, National Association
Utah
$16.7K +$16.2K +193 New
PTC
677
Private Trust Company
Ohio
$16.3K -$253 -3 -2%
HNB
678
Huntington National Bank
Ohio
$16.2K +$3.2K +38 +25%
HHCP
679
Hilton Head Capital Partners
South Carolina
$15.5K +$15.2K +180 New
PWA
680
Physician Wealth Advisors
Utah
$15.4K -$2.44K -29 -14%
CFO
681
CVA Family Office
Colorado
$15K +$5.39K +64 +58%
TFA
682
Transamerica Financial Advisors
Florida
$14.8K +$4.46K +53 +45%
PWMG
683
Private Wealth Management Group
New Jersey
$14.6K
JWA
684
JFS Wealth Advisors
Pennsylvania
$13.9K -$253 -3 -2%
PFBT
685
Parkside Financial Bank & Trust
Missouri
$12.3K +$3.79K +45 +46%
SWM
686
SHP Wealth Management
Massachusetts
$12K +$11.7K +139 New
HFS
687
Hantz Financial Services
Michigan
$12K +$673 +8 +6%
OP
688
ORG Partners
Indiana
$11.3K +$11K +131 New
TM
689
Torren Management
California
$10.9K +$10.6K +126 New
WA
690
Westfuller Advisors
New York
$10.8K -$5.39K -64 -34%
EWP
691
Elevation Wealth Partners
California
$10.4K +$2.36K +28 +30%
PG
692
Proffitt & Goodson
Tennessee
$10.4K +$10.1K +120 New
CFG
693
CKW Financial Group
Hawaii
$9K
MAFA
694
MJT & Associates Financial Advisory
Minnesota
$8.8K
HC
695
Hara Capital
Washington
$8.71K -$29.7K -353 -78%
SL
696
Salomon & Ludwin
Virginia
$8.65K
SIS
697
Strategic Investment Solutions
Illinois
$8.63K
CT
698
Caldwell Trust
Florida
$8.03K +$7.83K +93 New
OAJ
699
Ogorek Anthony Joseph
New York
$8K
HNB
700
Hilltop National Bank
Wyoming
$7.77K