We are live on ! Find out more

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
CVM
701
Cheviot Value Management
California
$7.22K
EW
702
Elyxium Wealth
California
$6.99K +$6.82K +81 New
EAM
703
Eukles Asset Management
Ohio
$6.9K
WA
704
WPG Advisers
Maryland
$6.64K -$8.92K -106 -58%
BCWM
705
Bartlett & Co Wealth Management
Ohio
$6.47K
PWMG
706
Prestige Wealth Management Group
New Jersey
$6.39K -$2.19K -26 -26%
BT
707
Banque Transatlantique
France
$6.08K
GWSG
708
GPS Wealth Strategies Group
Colorado
$6.04K -$5.98K -71 -50%
DF
709
DecisionPoint Financial
Arizona
$5.87K
FFO
710
Fortitude Family Office
Arizona
$5.78K +$505 +6 +10%
MAM
711
Marquette Asset Management
Minnesota
$5.7K
AWM
712
Abound Wealth Management
Tennessee
$5.61K
BGAI
713
Bruce G. Allen Investments
Colorado
$5.44K -$1.26K -15 -19%
NEWAS
714
N.E.W. Advisory Services
Wisconsin
$5.44K
GFA
715
Godfrey Financial Associates
New York
$5.35K +$5.22K +62 New
SWM
716
Spire Wealth Management
Virginia
$5.19K -$1.26K -15 -20%
DWA
717
Delos Wealth Advisors
Texas
$5.18K
HC
718
Hurley Capital
New York
$5K +$4.88K +58 New
Bessemer Group
719
Bessemer Group
New Jersey
$5K -$4.63K -55 -51%
AW
720
Avion Wealth
Texas
$5K -$84 -1 -1%
CIAS
721
CBIZ Investment Advisory Services
Ohio
$4.83K +$589 +7 +14%
AIP
722
Ameritas Investment Partners
Nebraska
$4.32K
BL
723
BFSG LLC
California
$4.32K
QPBE
724
Quintet Private Bank (Europe)
Luxembourg
$4.32K
SFCL
725
Strengthening Families & Communities LLC
Massachusetts
$4.32K