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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
B
726
Bayban
Minnesota
$4.32K +$4.21K +50 New
MCM
727
Manchester Capital Management
Vermont
$4.14K +$4.04K +48 New
IWM
728
Inlight Wealth Management
Georgia
$3.97K
CH
729
Cromwell Holdings
Wyoming
$3.8K
BIA
730
Bell Investment Advisors
California
$3.63K
TFM
731
TFC Financial Management
Massachusetts
$3.54K
GSWM
732
Golden State Wealth Management
California
$3.54K +$926 +11 +37%
CFG
733
Clayton Financial Group
Missouri
$3.45K
GK
734
Graney & King
New York
$3.45K
KFI
735
Key Financial Inc
Pennsylvania
$3.45K
NSIM
736
North Star Investment Management
Illinois
$3.37K +$2.02K +24 +160%
NWMP
737
Noble Wealth Management PBC
Colorado
$3.28K
FHC
738
First Horizon Corporation
Tennessee
$3.19K
WWA
739
Wealth Watch Advisors
Colorado
$3.19K
BWL
740
Bogart Wealth LLC
Virginia
$3.19K +$1.01K +12 +48%
DPW
741
DiNuzzo Private Wealth
Pennsylvania
$3.11K
S
742
Sachetta
Massachusetts
$3.11K
ECM
743
EMC Capital Management
Texas
$3K
CWM
744
Copia Wealth Management
Oregon
$2.76K +$2.69K +32 New
CFM
745
Cornerstone Financial Management
Massachusetts
$2.76K +$2.69K +32 New
MCM
746
MV Capital Management
Maryland
$2.67K +$168 +2 +7%
VFM
747
Vision Financial Markets
Connecticut
$2.59K
HFS
748
Hughes Financial Services
Virginia
$2.5K
SWIM
749
Smallwood Wealth Investment Management
New Jersey
$2.5K +$589 +7 +32%
ACA
750
American Capital Advisory
Idaho
$2.42K +$84 +1 +4%