731 hedge funds and large institutions have $13.6B invested in Zscaler in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 319 increasing their positions, 222 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
10.6%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
102
Increased
319
Reduced
222
Closed
95
Calls
$1.32B
Puts
$1.54B
Net Calls
-$214M
Net Calls Change
-$8.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SPG
451
Strategic Planning Group
Utah
$548K +$44.7K +232 +9%
AIMCA
452
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$539K
MNBTD
453
Moody National Bank Trust Division
Texas
$531K -$5.39K -28 -1%
KPWS
454
Kestra Private Wealth Services
Texas
$531K +$164K +851 +45%
GAM
455
Gotham Asset Management
New York
$520K -$16.6K -86 -3%
SG
456
StoneX Group
New York
$516K +$92.1K +478 +22%
HWM
457
HB Wealth Management
Georgia
$510K +$510K +2,648 New
PTC
458
Petrus Trust Company
Texas
$506K +$506K +2,625 New
LA
459
Legacy Advisors
Pennsylvania
$504K +$1.16K +6 +0.2%
PRS
460
Pinkerton Retirement Specialists
Idaho
$499K +$90.5K +470 +22%
APW
461
Austin Private Wealth
Texas
$494K +$71.5K +384 +17%
A
462
Allianz
Germany
$493K +$493K +2,560 New
GWSG
463
GPS Wealth Strategies Group
Colorado
$485K +$22.5K +117 +5%
DAS
464
Diversify Advisory Services
Utah
$482K +$482K +2,509 New
SW
465
SkyOak Wealth
Michigan
$482K +$482K +2,500 New
HVP
466
Hudson Value Partners
Florida
$479K +$6.16K +32 +1%
GA
467
GraniteShares Advisors
New York
$479K -$17.1K -89 -3%
SM
468
STF Management
Texas
$475K -$8.67K -45 -2%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$470K +$134K +696 +40%
GCP
470
GSA Capital Partners
United Kingdom
$467K +$467K +2,424 New
BFEC
471
Benjamin F. Edwards & Company
Missouri
$465K -$2.5K -13 -0.5%
EDRH
472
Edmond de Rothschild Holding
Switzerland
$463K +$79.9K +415 +21%
VF
473
Virtu Financial
New York
$462K +$462K +2,398 New
Focus Partners Wealth
474
Focus Partners Wealth
Massachusetts
$454K +$454K +2,358 New
HCA
475
Harbor Capital Advisors
Illinois
$447K -$494K -2,567 -53%