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814 hedge funds and large institutions have $28.3B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 276 increasing their positions, 278 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% more ownership

Funds ownership: 61.01%63.64% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 278

7% less funds holding

Funds holding: 872814 (-58)

15% less call options, than puts

Call options by funds: $4.36B | Put options by funds: $5.1B

23% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 194

26% less capital invested

Capital invested by funds: $38.4B → $28.3B (-$10.1B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
814
Holders Change
-58
Holders Change %
-6.65%
% of All Funds
12.53%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
276
Reduced
278
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
976
Golden State Wealth Management
California
-$26K -100 Closed
HA
977
Herold Advisors
New York
-$26K -100 Closed
DOA
978
D'Orazio & Associates
Virginia
-$25K -94 Closed
BMD
979
Better Money Decisions
New Mexico
-$22K -83 Closed
KIG
980
Kowal Investment Group
Wisconsin
-$20K -77 Closed
LWM
981
Liberty Wealth Management
California
-$20K -77 Closed
RCA
982
Ranch Capital Advisors
Florida
-$20K -77 Closed
CA
983
Crewe Advisors
Utah
-$19K -72 Closed
APWA
984
Atlas Private Wealth Advisors
New Jersey
-$18K -69 Closed
LPWM
985
Lake Point Wealth Management
Texas
-$17K -64 Closed
NC
986
NewSquare Capital
Pennsylvania
-$16K -60 Closed
RIA
987
RPG Investment Advisory
California
-$14K -52 Closed
PWA
988
Phoenix Wealth Advisors
North Carolina
-$11K -43 Closed
WB
989
Webster Bank
Connecticut
-$11K -42 Closed
BC
990
Bartlett & Co
Ohio
-$9K -36 Closed
BCWM
991
Bartlett & Co Wealth Management
Ohio
-$9.41K -36 Closed
TCWM
992
Total Clarity Wealth Management
Illinois
-$9K -34 Closed
SFP
993
Sterling Financial Planning
New Jersey
-$8K -31 Closed
1IA
994
1834 Investment Advisors
Wisconsin
-$8K -30 Closed
CA
995
Centerpoint Advisors
Massachusetts
-$7K -25 Closed
DCM
996
Davidson Capital Management
Texas
-$2K -7 Closed
HF
997
Halpern Financial
Virginia
-$1.57K -6 Closed
IF
998
Ironwood Financial
Arizona
-$2K -6 Closed
NWM
999
Navigation Wealth Management
Colorado
-$2K -5 Closed
FMII
1000
Farmers & Merchants Investments Inc
Nebraska
-$1K -4 Closed