586 hedge funds and large institutions have $9.86B invested in Zscaler in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 210 increasing their positions, 182 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
9.24%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
96
Increased
210
Reduced
182
Closed
70
Calls
$918M
Puts
$788M
Net Calls
+$130M
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
551
Kistler-Tiffany Companies
Pennsylvania
$3.51K
NC
552
NewSquare Capital
Pennsylvania
$3.37K
BHWM
553
Beaird Harris Wealth Management
Texas
$3.22K +$1.46K +10 +83%
PVH
554
Psagot Value Holdings
Israel
$3K +$714 +5 +31%
FCAG
555
First Capital Advisors Group
New Jersey
$2.93K +$2.93K +20 New
ZB
556
Zions Bancorporation
Utah
$2.78K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$2.63K -$439 -3 -14%
CWP
558
Concord Wealth Partners
Virginia
$2.34K
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$2.2K -$2.49K -17 -53%
PO
560
Private Ocean
California
$1.9K
JWA
561
JFS Wealth Advisors
Pennsylvania
$1.76K -$146 -1 -8%
WTC
562
WhitTier Trust Company
Nevada
$1.76K
AF
563
Advisornet Financial
Minnesota
$1.61K +$878 +6 +120%
GWS
564
Glassman Wealth Services
Virginia
$1.46K -$6.15K -42 -81%
MTIC
565
Missouri Trust & Investment Company
Missouri
$1.46K
GCS
566
Gordian Capital (Singapore)
Singapore
$1.46K
CWA
567
Clearview Wealth Advisors
Oregon
$1.46K +$1.46K +10 New
TPCW
568
TD Private Client Wealth
New York
$1.46K +$1.46K +10 New
BAAM
569
Baker Avenue Asset Management
California
$1.32K +$439 +3 +50%
FWM
570
Focused Wealth Management
New York
$1.17K
BIA
571
Bell Investment Advisors
California
$1.03K +$732 +5 +250%
PCM
572
Penserra Capital Management
California
$1K -$54.3K -434 -98%
ADL
573
Asset Dedication LLC
California
$1K +$1K +10 New
FGAM
574
Financial Gravity Asset Management
Texas
$910 +$910 +146 New
BF
575
BOK Financial
Oklahoma
$878 -$910K -6,219 -100%