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Zscaler
ZS

Overview Fund Activity

751 hedge funds and large institutions have $16.6B invested in Zscaler in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 327 increasing their positions, 202 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
114
Increased
327
Reduced
202
Closed
98
Calls
$1.51B
Puts
$1.77B
Net Calls
-$251M
Net Calls Change
+$56M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$517M
2
Marshall Wace
Marshall Wace
United Kingdom
+$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$205M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$121M
5
UBS AM
UBS AM
Illinois
+$105M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$165M
2
N
Natixis
France
-$88.3M
3
JFG
Jefferies Financial Group
New York
-$53.7M
4
Franklin Resources
Franklin Resources
California
-$46M
5
TA
Trivest Advisors
Hong Kong
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
526
Archford Capital Strategies
Illinois
$259K -$547K -2,759 -68%
IG
527
ING Group
Netherlands
$256K -$488K -2,457 -66%
AFM
528
Armstrong Fleming & Moore
District of Columbia
$256K +$256K +1,290 New
JSL
529
JT Stratford LLC
Georgia
$256K -$10.5K -53 -4%
CPA
530
Capital Performance Advisors
California
$254K -$40.3K -203 -14%
PWM
531
Palumbo Wealth Management
New York
$254K +$254K +1,280 New
HI
532
Harbour Investments
Wisconsin
$254K +$16.5K +83 +7%
S
533
SignatureFD
Georgia
$252K +$63.9K +322 +34%
WDG
534
Wealth Dimensions Group
Ohio
$251K – – –
TL
535
Tradewinds LLC
North Carolina
$248K -$11.1K -56 -4%
NW
536
NewEdge Wealth
Pennsylvania
$244K -$1.31M -6,578 -84%
ECM
537
Evergreen Capital Management
Washington
$242K – – –
CPIG
538
Chicago Partners Investment Group
Illinois
$241K -$126K -540 -34%
YCM
539
Yousif Capital Management
Michigan
$240K +$4.56K +23 +2%
HAG
540
HighPoint Advisor Group
Illinois
$239K -$30.9K -138 -11%
BWP
541
Baldwin Wealth Partners
Massachusetts
$238K – – –
AFS
542
Anderson Financial Strategies
Ohio
$238K +$238K +1,200 New
AC
543
Avestar Capital
New York
$237K -$15.5K -78 -6%
HIP
544
HUB Investment Partners
Texas
$236K +$1.79K +9 +0.8%
BAM
545
Belpointe Asset Management
Nevada
$231K +$22.6K +114 +11%
PPW
546
Parcion Private Wealth
Washington
$231K +$231K +1,162 New
PAG
547
Poinciana Advisors Group
Florida
$230K -$66.4K -335 -22%
LSWP
548
Liberty Square Wealth Partners
Pennsylvania
$230K – – –
FPCP
549
Fort Point Capital Partners
California
$230K +$230K +1,160 New
SW
550
SteelPeak Wealth
California
$229K +$229K +1,156 New
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