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695 hedge funds and large institutions have $12.6B invested in Zscaler in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 233 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

26% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 233

1.85% more ownership

Funds ownership: 46.58%48.43% (+1.9%)

5% less funds holding

Funds holding: 731695 (-36)

7% less capital invested

Capital invested by funds: $13.5B → $12.6B (-$932M)

10% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.16B

26% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 107

Holders
695
Holders Change
-36
Holders Change %
-4.92%
% of All Funds
9.98%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
79
Increased
293
Reduced
233
Closed
107
Calls
$1.04B
Puts
$1.16B
Net Calls
-$121M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
451
APG Asset Management US
New York
$454K -$4.52M -24,756 -90%
HVCM
452
Hel Ved Capital Management
Hong Kong
$453K +$484K +2,650 New
BEI
453
Benjamin Edwards Inc
Missouri
$449K +$480K +2,628 New
LA
454
Legacy Advisors
Pennsylvania
$449K +$2.56K +14 +0.5%
HVP
455
Hudson Value Partners
Florida
$446K +$22.8K +125 +5%
GWSG
456
GPS Wealth Strategies Group
Colorado
$437K
AWS
457
Atria Wealth Solutions
New York
$426K -$1.06M -5,819 -70%
PCA
458
Pallas Capital Advisors
Massachusetts
$423K +$420K +2,298 New
DF
459
Donoghue Forlines
Massachusetts
$414K +$32.3K +177 +8%
JWCA
460
J.W. Cole Advisors
Florida
$411K +$224K +1,226 +104%
EDRH
461
Edmond de Rothschild Holding
Switzerland
$411K
AWM
462
Apollon Wealth Management
South Carolina
$411K -$73.4K -402 -14%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$404K -$8.95K -49 -2%
SLAM
464
Swiss Life Asset Management
$400K -$67.9K -372 -14%
BBVA
465
Banco Bilbao Vizcaya Argentaria
Spain
$400K -$5.32M -29,112 -93%
CCM
466
Coldstream Capital Management
Washington
$397K +$139K +761 +50%
VWA
467
Visionary Wealth Advisors
Illinois
$395K +$34.7K +190 +9%
NL
468
NWAM LLC
Washington
$395K +$68.8K +377 +20%
SMFG
469
Sumitomo Mitsui Financial Group
Japan
$385K +$174K +954 +74%
SOAMC
470
Spirit of America Management Corp
New York
$385K
IAA
471
Independent Advisor Alliance
North Carolina
$377K -$1.04M -5,690 -72%
PIM
472
Plato Investment Management
Australia
$374K -$487K -2,665 -55%
KIA
473
KCM Investment Advisors
California
$373K +$398K +2,180 New
RG
474
Rathbones Group
United Kingdom
$371K -$175K -960 -31%
CCFM
475
Clear Creek Financial Management
Washington
$368K +$17.9K +98 +5%

ZS Hedge Fund Activity: Q3 2024 in Review

695 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q3 2024, worth a combined $12.6B — down 6.9% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of ZS and 79 opened new positions — a net loss of 28 holders — while 233 trimmed existing stakes and 293 added.

The largest buyer was VOYA Investment Management, adding an estimated $155M. The largest seller was Two Sigma Advisers, cutting an estimated $159M.

  • 695 institutional investors held Zscaler (ZS) as of Q3 2024, down from 731 in Q2 2024.
  • Funds reported $12.6B of Zscaler stock for Q3 2024, down 6.9% quarter-over-quarter.
  • 79 funds opened new Zscaler positions in Q3 2024 and 107 closed out, a net change of -28 holders.
  • The largest Zscaler buyer in Q3 2024 was VOYA Investment Management, an estimated $155M added.
  • The largest Zscaler seller in Q3 2024 was Two Sigma Advisers, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2024.