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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
AA
751
Addison Advisors
Vermont
$2.33K
TPCW
752
TD Private Client Wealth
New York
$2.33K +$2.02K +24 +800%
KG
753
Kilter Group
New York
$2.16K -$84 -1 -4%
AIM
754
Anchor Investment Management
South Carolina
$2.16K
CWP
755
Concord Wealth Partners
Virginia
$2.16K
BHWM
756
Bay Harbor Wealth Management
Maryland
$2.16K +$842 +10 +67%
GAFA
757
Garton & Associates Financial Advisors
Kentucky
$2.16K +$2.1K +25 New
PPC
758
Park Place Capital
Alabama
$2.07K
RDFA
759
Ritter Daniher Financial Advisory
Ohio
$2.07K
AP
760
Aspect Partners
Virginia
$1.99K
IPS
761
Investors Portfolio Services
Washington
$1.98K +$1.94K +23 New
OC
762
Optima Capital
Oregon
$1.9K +$1.85K +22 New
GEA
763
Glen Eagle Advisors
New Jersey
$1.81K
DWM
764
Dogwood Wealth Management
Kansas
$1.81K +$1.77K +21 New
VR
765
Vision Retirement
New Jersey
$1.81K +$1.77K +21 New
KFA
766
Kelleher Financial Advisors
New York
$1.73K -$2.1K -25 -56%
FMB
767
Field & Main Bank
Kentucky
$1.73K
TLA
768
Tanglewood Legacy Advisors
Texas
$1.73K
RIAS
769
Rachor Investment Advisory Services
Michigan
$1.73K +$1.68K +20 New
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.6K
BBHC
771
Brown Brothers Harriman & Co
New York
$1.47K
PMAM
772
Picton Mahoney Asset Management
Ontario, Canada
$1.47K
AF
773
Advisornet Financial
Minnesota
$1.38K
CB
774
CNB Bank
Pennsylvania
$1.38K
AUB
775
Atlantic Union Bankshares
Virginia
$1.38K +$1.18K +14 +700%