We are live on ! Find out more

814 hedge funds and large institutions have $15.7B invested in Zoom in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more call options, than puts

Call options by funds: $934M | Put options by funds: $566M

6% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 121

1% less funds holding

Funds holding: 822814 (-8)

7% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 290

2.92% less ownership

Funds ownership: 76.56%73.64% (-2.9%)

10% less capital invested

Capital invested by funds: $17.5B → $15.7B (-$1.8B)

Holders
814
Holders Change
-8
Holders Change %
-0.97%
% of All Funds
10.03%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.11%
New
128
Increased
270
Reduced
290
Closed
121
Calls
$934M
Puts
$566M
Net Calls
+$368M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
701
DecisionPoint Financial
Arizona
$5.47K
AWM
702
Abound Wealth Management
Tennessee
$5.23K
NEWAS
703
N.E.W. Advisory Services
Wisconsin
$5.07K
GFA
704
Godfrey Financial Associates
New York
$4.98K
EWP
705
Elevation Wealth Partners
California
$4.9K -$4.94K -59 -49%
BGAI
706
Bruce G. Allen Investments
Colorado
$4.9K -$168 -2 -3%
CT
707
Clearstead Trust
Maine
$4.82K +$5.03K +60 New
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$4.74K -$167K -1,998 -97%
HC
709
Hurley Capital
New York
$4.66K
CFM
710
Cornerstone Financial Management
Massachusetts
$4.66K +$2.18K +26 +81%
CPG
711
Cornerstone Planning Group
New Jersey
$4.36K +$3.02K +36 +900%
AIP
712
Ameritas Investment Partners
Nebraska
$4.1K +$84 +1 +2%
CH
713
Cromwell Holdings
Wyoming
$4.1K +$586 +7 +16%
B
714
Bayban
Minnesota
$4.02K
BL
715
BFSG LLC
California
$4.02K
QPBE
716
Quintet Private Bank (Europe)
Luxembourg
$4.02K
SFCL
717
Strengthening Families & Communities LLC
Massachusetts
$4.02K
UB
718
UMB Bank
Missouri
$3.94K -$50.8K -607 -93%
SWM
719
Spire Wealth Management
Virginia
$3.86K -$1K -12 -20%
EWM
720
Evolution Wealth Management
Florida
$3.7K +$3.85K +46 New
RF
721
Rossby Financial
Florida
$3.63K +$3.77K +45 New
KFA
722
Kelleher Financial Advisors
New York
$3.56K +$2.09K +25 +125%
MAFA
723
MJT & Associates Financial Advisory
Minnesota
$3.46K -$4.94K -59 -58%
PWA
724
Physician Wealth Advisors
Utah
$3.3K -$11.5K -137 -77%
GSWM
725
Golden State Wealth Management
California
$3.3K