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751 hedge funds and large institutions have $15.8B invested in Zoom in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 267 increasing their positions, 219 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 90

22% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 219

8% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.16B)

5% more funds holding

Funds holding: 718751 (+33)

9% less call options, than puts

Call options by funds: $731M | Put options by funds: $803M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

372.8% less ownership

Funds ownership: 444.74%71.94% (-373%)

Holders
751
Holders Change
+33
Holders Change %
+4.6%
% of All Funds
9.86%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
132
Increased
267
Reduced
219
Closed
90
Calls
$731M
Puts
$803M
Net Calls
-$72.7M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
701
Glen Eagle Advisors
New Jersey
$1.73K +$1.64K +21 New
FMB
702
Field & Main Bank
Kentucky
$1.65K
TLA
703
Tanglewood Legacy Advisors
Texas
$1.65K
PPA
704
Pilgrim Partners Asia
Singapore
$1.65K +$1.56K +20 New
SAM
705
Strive Asset Management
Ohio
$1.65K +$1.56K +20 New
LWCFA
706
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41K
RWM
707
Rialto Wealth Management
New York
$1.4K -$156 -2 -11%
BBHC
708
Brown Brothers Harriman & Co
New York
$1.4K
TIM
709
Tortoise Investment Management
New York
$1.4K +$468 +6 +55%
CB
710
CNB Bank
Pennsylvania
$1.32K
AF
711
Advisornet Financial
Minnesota
$1.32K +$624 +8 +100%
NSIM
712
North Star Investment Management
Illinois
$1.24K
PWA
713
Principia Wealth Advisory
Texas
$1.24K +$234 +3 +25%
BHWM
714
Bay Harbor Wealth Management
Maryland
$1.24K +$312 +4 +36%
BMC
715
Bear Mountain Capital
Washington
$1.17K
SWA
716
SOA Wealth Advisors
New York
$1.16K
CAL
717
Capital Advisors Ltd
Ohio
$1K
PMAM
718
Picton Mahoney Asset Management
Ontario, Canada
$1K
DIP
719
DT Investment Partners
Pennsylvania
$990
SIC
720
Salem Investment Counselors
North Carolina
$990
PS
721
PayPay Securities
Japan
$930 +$234 +3 +38%
HIA
722
HFM Investment Advisors
New Jersey
$908 -$78 -1 -8%
AWM
723
Activest Wealth Management
Florida
$908
LWMI
724
Legacy Wealth Management (Idaho)
Idaho
$825 -$780 -10 -50%
CCC
725
Chelsea Counsel Company
California
$825