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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
RWM
776
Rialto Wealth Management
New York
$1.29K -$168 -2 -12%
PWA
777
Principia Wealth Advisory
Texas
$1.21K -$84 -1 -7%
SWA
778
SOA Wealth Advisors
New York
$1.21K
CIA
779
Cape Investment Advisory
Georgia
$1.21K +$1.18K +14 New
BMC
780
Bear Mountain Capital
Washington
$1.14K
PS
781
PayPay Securities
Japan
$1.12K +$168 +2 +18%
OCM
782
Osbon Capital Management
Massachusetts
$1.12K +$1.09K +13 New
DIP
783
DT Investment Partners
Pennsylvania
$1.04K
HIA
784
HFM Investment Advisors
New Jersey
$1.04K +$84 +1 +9%
1CP
785
1015 Capital Partners
Pennsylvania
$1.03K +$1.01K +12 New
CAL
786
Capital Advisors Ltd
Ohio
$1K
BWA
787
Basecamp Wealth Advisors
Washington
$949 +$926 +11 New
CCC
788
Chelsea Counsel Company
California
$863
HFM
789
Hartford Financial Management
Connecticut
$863
LWMI
790
Legacy Wealth Management (Idaho)
Idaho
$863
RPA
791
Redwood Park Advisors
California
$863
TPBG
792
Turning Point Benefit Group
Maryland
$776 +$758 +9 New
CW
793
Curio Wealth
Maryland
$702 +$673 +8 New
RS
794
Rakuten Securities
Japan
$690 -$47K -558 -99%
CMBA
795
C.M. Bidwell & Associates
Hawaii
$690
AIC
796
Archer Investment Corporation
Indiana
$647
CMA
797
Cedar Mountain Advisors
Oregon
$604
ME
798
McIlrath & Eck
Washington
$604 +$589 +7 New
QA
799
Quattro Advisors
Pennsylvania
$604 +$589 +7 New
BFS
800
Bare Financial Services
Pennsylvania
$518 -$253 -3 -33%