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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
726
Mather Group
Illinois
-$13.4K -206 Closed
CFM
727
Catalyst Funds Management
Australia
-$11.8K -200 Closed
CB
728
Chris Bulman
California
-$11.8K -200 Closed
BEI
729
Benjamin Edwards Inc
Missouri
-$9K -159 Closed
A
730
Allianz
Germany
-$9.35K -158 Closed
BHWM
731
Beaird Harris Wealth Management
Texas
-$8.94K -151 Closed
VF
732
VitalStone Financial
Texas
-$8.05K -136 Closed
SR
733
Syntax Research
Florida
-$7.04K -119 Closed
OWA
734
Opal Wealth Advisors
New York
-$5.45K -92 Closed
TSWM
735
Tyler-Stone Wealth Management
Ohio
-$5.21K -88 Closed
CC
736
Cypress Capital
Tennessee
-$4.74K -80 Closed
WAM
737
WFA Asset Management
Wisconsin
-$3.37K -57 Closed
RFG
738
RFP Financial Group
Georgia
-$3.2K -54 Closed
HIA
739
Harbor Investment Advisory
Maryland
-$3.08K -52 Closed
CSC
740
Caldwell Sutter Capital
California
-$2.96K -50 Closed
CFD
741
Creative Financial Designs
Indiana
-$2.84K -48 Closed
MFA
742
McClarren Financial Advisors
Pennsylvania
-$2.81K -45 -76%
EC
743
EdgeRock Capital
Colorado
-$2.07K -35 Closed
WIA
744
Wetzel Investment Advisors
Indiana
-$2.29K -35 Closed
RFA
745
Register Financial Advisors
Georgia
-$2.01K -34 Closed
ZB
746
Zions Bancorporation
Utah
-$1.89K -32 Closed
SVCP
747
Silicon Valley Capital Partners
California
-$1.83K -31 Closed
MSE
748
MUFG Securities EMEA
United Kingdom
-$1.78K -30 Closed
ITIM
749
Indiana Trust & Investment Management
Indiana
-$1.36K -23 Closed
VNA
750
Valley National Advisers
Pennsylvania
-$1K -20 Closed