685 hedge funds and large institutions have $12.5B invested in Zscaler in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 288 increasing their positions, 230 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-37
Holders Change %
-5.12%
% of All Funds
9.91%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
78
Increased
288
Reduced
230
Closed
107
Calls
$1.04B
Puts
$1.16B
Net Calls
-$121M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
451
Atria Wealth Solutions
New York
$426K -$995K -5,819 -70%
PCA
452
Pallas Capital Advisors
Massachusetts
$423K +$423K +2,298 New
DF
453
Donoghue Forlines
Massachusetts
$414K +$30.3K +177 +8%
JWCA
454
J.W. Cole Advisors
Florida
$411K +$210K +1,226 +104%
EDRH
455
Edmond de Rothschild Holding
Switzerland
$411K
AWM
456
Apollon Wealth Management
South Carolina
$411K -$68.7K -402 -14%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$404K -$8.38K -49 -2%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$400K -$4.96M -29,112 -93%
CCM
459
Coldstream Capital Management
Washington
$397K +$132K +761 +50%
VWA
460
Visionary Wealth Advisors
Illinois
$395K +$32.5K +190 +9%
NL
461
NWAM LLC
Washington
$395K +$64.4K +377 +20%
SMFG
462
Sumitomo Mitsui Financial Group
Japan
$385K +$164K +954 +74%
SOAMC
463
Spirit of America Management Corp
New York
$385K
IAA
464
Independent Advisor Alliance
North Carolina
$377K -$973K -5,690 -72%
PIM
465
Plato Investment Management
Australia
$374K -$455K -2,665 -55%
KIA
466
KCM Investment Advisors
California
$373K +$373K +2,180 New
RG
467
Rathbones Group
United Kingdom
$371K -$164K -960 -31%
CCFM
468
Clear Creek Financial Management
Washington
$368K +$16.8K +98 +5%
SM
469
STF Management
Texas
$366K -$36.6K -214 -9%
TA
470
TrueWealth Advisors
Alabama
$365K +$86.8K +508 +31%
CG
471
Cynosure Group
Utah
$364K +$15.2K +89 +4%
Prudential Financial
472
Prudential Financial
New Jersey
$364K -$310K -1,816 -46%
SWM
473
SeaCrest Wealth Management
New York
$363K -$22.6K -132 -6%
KA
474
Kovack Advisors
Florida
$362K +$17.6K +103 +5%
GWM
475
GSB Wealth Management
Connecticut
$362K