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Overview Fund Activity

651 hedge funds and large institutions have $12.1B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 74 closing their positions.

Holders
651
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
213
Reduced
200
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$233M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$456M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$119M
4
Bank of America
4
Bank of America
North Carolina
$82.4M
5
NMO
5
Newlands Management Operations
Texas
$96.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.2M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$19M
3
GS
3
Gagnon Securities
New York
$305K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$350M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
FCG
701
Financial Connections Group
California
– – -97 Closed
FGAM
702
Financial Gravity Asset Management
Texas
– – -68 Closed
BHWM
703
Beaird Harris Wealth Management
Texas
– – -67 Closed
CFO
704
CVA Family Office
Colorado
– – -57 Closed
DFC
705
DB Fitzpatrick & Co
Idaho
– – -39 Closed
CSPIA
706
Cary Street Partners Investment Advisory
Virginia
– – -37 Closed
MPCL
707
My Personal CFO LLC
Washington
– – -28 Closed
CWM
708
Cranbrook Wealth Management
Michigan
– – -25 Closed
RFG
709
RFP Financial Group
Georgia
– – -22 Closed
MTIC
710
Missouri Trust & Investment Company
Missouri
– – -20 Closed
RFS
711
Retirement Financial Solutions
Tennessee
– – -20 Closed
SWM
712
Sugarloaf Wealth Management
Georgia
– – -20 Closed
IWP
713
IAG Wealth Partners
Wisconsin
– – -20 Closed
SC
714
Sierra Capital
Florida
– – -18 Closed
MS
715
Madden Securities
Texas
– – -17 Closed
ZB
716
Zions Bancorporation
Utah
– – -17 Closed
Jones Financial Companies
717
Jones Financial Companies
Missouri
– – -15 Closed
FWA
718
Freedom Wealth Alliance
Wisconsin
– – -11 Closed
USCWA
719
U.S. Capital Wealth Advisors
Texas
– – -10 Closed
CASC
720
Coppell Advisory Solutions Corp
Texas
– – -7 Closed
CAS
721
Coppell Advisory Solutions
Texas
– – -7 Closed
FA
722
Fiduciary Alliance
South Carolina
– – -6 Closed
BWP
723
Baldwin Wealth Partners
Massachusetts
– – -4 Closed
HF
724
Halpern Financial
Virginia
– – -1 Closed
IMC Chicago
725
IMC Chicago
Illinois
– – – –
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