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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
776
Colonial Trust
South Carolina
-$31.6K -387 Closed
AWM
777
Avior Wealth Management
Nebraska
-$29.1K -356 Closed
SMFG
778
Sumitomo Mitsui Financial Group
Japan
-$25.1K -300 Closed
BBHC
779
Brown Brothers Harriman & Co
New York
-$19.3K -236 Closed
RMP
780
Richards, Merrill & Peterson
Washington
-$18.4K -225 Closed
TPW
781
Talon Private Wealth
Florida
-$16.8K -206 Closed
MRP
782
Measured Risk Portfolios
California
-$10.2K -125 Closed
UBP
783
Union Bancaire Privee
Switzerland
-$7.41K -112 Closed
IWP
784
IAG Wealth Partners
Wisconsin
-$6.53K -80 Closed
BT
785
Banque Transatlantique
France
-$5.96K -73 Closed
PGAM
786
Princeton Global Asset Management
New Jersey
-$4.9K -60 Closed
GEA
787
Glen Eagle Advisors
New Jersey
-$3.67K -45 Closed
OC
788
Oarsman Capital
Wisconsin
-$3.26K -40 Closed
EBA
789
Eagle Bay Advisors
New York
-$2.45K -30 Closed
MBFW
790
Morton Brown Family Wealth
Pennsylvania
-$2.2K -27 Closed
GCS
791
Gordian Capital (Singapore)
Singapore
-$1.74K -21 Closed
MIFH
792
Migdal Insurance & Financial Holdings
Israel
-$1K -16 Closed
RTC
793
Riverview Trust Company
Washington
-$734 -9 Closed
BTD
794
BankPlus Trust Department
Mississippi
-$490 -6 Closed
DRP
795
Decker Retirement Planning
Utah
-$490 -6 Closed
TPCW
796
TD Private Client Wealth
New York
-$408 -5 Closed
OP
797
ORG Partners
Indiana
-$326 -4 Closed
CFS
798
CGC Financial Services
Oregon
-$245 -3 Closed
CTB
799
Country Trust Bank
Illinois
-$245 -3 Closed
LG
800
LAM Group
Oregon
-$245 -3 Closed