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814 hedge funds and large institutions have $15.7B invested in Zoom in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 290

2.92% less ownership

Funds ownership: 76.56%73.64% (-2.9%)

10% less capital invested

Capital invested by funds: $17.5B → $15.7B (-$1.8B)

Holders
814
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$934M
Puts
$566M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
901
Regent Peak Wealth Advisors
Georgia
FCG
902
Fielder Capital Group
Tennessee
IFG
903
Independent Financial Group
California
SPM
904
Symmetry Peak Management
Pennsylvania
BC
905
Bayforest Capital
United Kingdom
SGCA
906
Steel Grove Capital Advisors
Tennessee
TC
907
TwinBeech Capital
New York
CFG
908
Cooper Financial Group
California
EM
909
Excalibur Management
Massachusetts
TCM
910
Traub Capital Management
Massachusetts
USCWA
911
U.S. Capital Wealth Advisors
Texas
EH
912
Equitable Holdings
New York
MAM
913
Meeder Asset Management
Ohio
FHA
914
Flagship Harbor Advisors
Massachusetts
TFA
915
Toth Financial Advisory
Virginia
HWA
916
Heritage Wealth Advisors
Virginia
CCA
917
Cygnus Capital Advisors
Georgia
CFG
918
CKW Financial Group
Hawaii
EW
919
Elyxium Wealth
California
DWA
920
Delos Wealth Advisors
Texas
CIAS
921
CBIZ Investment Advisory Services
Ohio
IWM
922
Inlight Wealth Management
Georgia
WWA
923
Wealth Watch Advisors
Colorado
CWP
924
Concord Wealth Partners
Virginia
GAFA
925
Garton & Associates Financial Advisors
Kentucky