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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
-$6.79K -100 Closed
OPTFSNA
702
Old Point Trust & Financial Services N A
Virginia
-$5.77K -85 Closed
FGAM
703
Financial Gravity Asset Management
Texas
-$186 -68 Closed
AWM
704
Activest Wealth Management
Florida
-$12.3K -66 Closed
IGWM
705
ICA Group Wealth Management
Colorado
-$4.07K -60 Closed
NCM
706
Northwest Capital Management
Oregon
-$3.39K -50 Closed
ODG
707
O'Dell Group
Ohio
-$3.19K -47 Closed
CHC
708
City Holding Co
West Virginia
-$2.04K -30 Closed
KFS
709
Kelly Financial Services
Massachusetts
-$2.04K -30 Closed
LJHT
710
Laurie J. Hall Trustee
-$2K -26 Closed
PFSC
711
Peoples Financial Services Corp
Pennsylvania
-$1.7K -25 Closed
TCM
712
TD Capital Management
Tennessee
-$1.7K -25 Closed
FBC
713
Fairfield, Bush & Co
Connecticut
-$1.49K -22 Closed
VF
714
VitalStone Financial
Texas
-$1.18K -17 -94%
CFO
715
CVA Family Office
Colorado
-$1.09K -16 Closed
TPCW
716
TD Private Client Wealth
New York
-$1.09K -16 Closed
DI
717
Disciplined Investments
Oklahoma
-$815 -12 Closed
SF
718
Safeguard Financial
Wisconsin
-$1K -10 Closed
FA
719
Fiduciary Alliance
South Carolina
-$611 -9 Closed
FFL
720
Financial Freedom LLC
Ohio
-$475 -7 Closed
CWA
721
Clearview Wealth Advisors
Oregon
-$407 -6 Closed
CA
722
Crewe Advisors
Utah
-$408 -6 Closed
TAM
723
Tucker Asset Management
Colorado
-$407 -6 Closed
DSC
724
Duncker Streett & Co
Missouri
-$339 -5 Closed