812 hedge funds and large institutions have $15.7B invested in Zoom in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 268 increasing their positions, 289 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 289

2.93% less ownership

Funds ownership: 76.55%73.61% (-2.9%)

10% less capital invested

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

Holders
812
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$934M
Puts
$566M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
701
N.E.W. Advisory Services
Wisconsin
$5.07K
GFA
702
Godfrey Financial Associates
New York
$4.98K
EWP
703
Elevation Wealth Partners
California
$4.9K
BGAI
704
Bruce G. Allen Investments
Colorado
$4.9K
CT
705
Clearstead Trust
Maine
$4.82K
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$4.74K
HC
707
Hurley Capital
New York
$4.66K
CFM
708
Cornerstone Financial Management
Massachusetts
$4.66K
CPG
709
Cornerstone Planning Group
New Jersey
$4.36K
AIP
710
Ameritas Investment Partners
Nebraska
$4.1K
CH
711
Cromwell Holdings
Wyoming
$4.1K
QPBE
712
Quintet Private Bank (Europe)
Luxembourg
$4.02K
BL
713
BFSG LLC
California
$4.02K
SFCL
714
Strengthening Families & Communities LLC
Massachusetts
$4.02K
B
715
Bayban
Minnesota
$4.02K
UB
716
UMB Bank
Missouri
$3.94K
SWM
717
Spire Wealth Management
Virginia
$3.86K
EWM
718
Evolution Wealth Management
Florida
$3.7K
RF
719
Rossby Financial
Florida
$3.63K
KFA
720
Kelleher Financial Advisors
New York
$3.56K
MAFA
721
MJT & Associates Financial Advisory
Minnesota
$3.46K
PWA
722
Physician Wealth Advisors
Utah
$3.3K
GSWM
723
Golden State Wealth Management
California
$3.3K
TFM
724
TFC Financial Management
Massachusetts
$3.3K
KFI
725
Key Financial Inc
Pennsylvania
$3.22K