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751 hedge funds and large institutions have $15.8B invested in Zoom in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 267 increasing their positions, 219 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 90

22% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 219

8% more capital invested

Capital invested by funds: $14.7B → $15.8B (+$1.16B)

5% more funds holding

Funds holding: 718751 (+33)

9% less call options, than puts

Call options by funds: $731M | Put options by funds: $803M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

372.8% less ownership

Funds ownership: 444.74%71.94% (-373%)

Holders
751
Holders Change
+33
Holders Change %
+4.6%
% of All Funds
9.86%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
132
Increased
267
Reduced
219
Closed
90
Calls
$731M
Puts
$803M
Net Calls
-$72.7M
Net Calls Change
-$82.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
801
Concurrent Investment Advisors
Florida
-$202K -2,591 Closed
MMC
802
Mizuho Markets Cayman
Cayman Islands
-$201K -2,574 Closed
TCM
803
Traub Capital Management
Massachusetts
-$169K -2,170 Closed
MTIM
804
Marathon Trading Investment Management
Pennsylvania
-$121K -1,548 Closed
GM
805
GeoWealth Management
Illinois
-$88K -1,129 Closed
UBP
806
Union Bancaire Privee
Switzerland
-$64.2K -1,124 Closed
LIA
807
Limestone Investment Advisors
New York
-$78.9K -1,012 Closed
BIG
808
Brooklyn Investment Group
New York
-$55.6K -713 Closed
TSMHT
809
Thurston Springer Miller Herd & Titak
Indiana
-$55.1K -706 Closed
Walleye Capital
810
Walleye Capital
New York
-$50.8K -651 Closed
DWS
811
Dynamic Wealth Strategies
California
-$29.6K -380 Closed
RBI
812
Raiffeisen Bank International
Austria
-$28.2K -362 Closed
MYIA
813
Mount Yale Investment Advisors
Colorado
-$26.8K -344 Closed
CWM
814
CarsonAllaria Wealth Management
Illinois
-$21.4K -274 Closed
LFA
815
LGT Financial Advisors
Texas
-$15.9K -204 Closed
KWM
816
Kiker Wealth Management
Georgia
-$7.8K -100 Closed
WIM
817
Westside Investment Management
California
-$6.63K -85 Closed
TPWA
818
Twin Peaks Wealth Advisors
California
-$4.69K -67 Closed
WAM
819
WFA Asset Management
Wisconsin
-$3.37K -57 Closed
AG
820
AmeriFlex Group
Nevada
-$4.23K -55 Closed
MWM
821
Mascoma Wealth Management
New Hampshire
-$4.29K -55 Closed
DWM
822
Dogwood Wealth Management
Kansas
-$4.1K -53 Closed
OPTFSNA
823
Old Point Trust & Financial Services N A
Virginia
-$3.9K -50 Closed
WSFS
824
Wilmington Savings Fund Society
Delaware
-$3.67K -47 Closed
SC
825
Stephens Consulting
Michigan
-$3.51K -45 Closed