746 hedge funds and large institutions have $14.1B invested in Zscaler in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 270 increasing their positions, 239 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
746
Holders Change
+61
Holders Change %
+8.91%
% of All Funds
9.93%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
151
Increased
270
Reduced
239
Closed
77
Calls
$1.2B
Puts
$1.51B
Net Calls
-$308M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
551
Congress Wealth Management
Massachusetts
$221K +$221K +1,227 New
EW
552
Evoke Wealth
California
$221K +$221K +1,223 New
KFA
553
Krane Funds Advisors
New York
$220K +$220K +1,222 New
ECM
554
Evergreen Capital Management
Washington
$220K
BWP
555
Baldwin Wealth Partners
Massachusetts
$216K
IWC
556
Integrated Wealth Concepts
Massachusetts
$216K +$216K +1,200 New
HI
557
Harbour Investments
Wisconsin
$216K -$30.9K -171 -13%
YCM
558
Yousif Capital Management
Michigan
$214K +$214K +1,186 New
HIP
559
HUB Investment Partners
Texas
$213K -$30.5K -169 -13%
Envestnet Portfolio Solutions
560
Envestnet Portfolio Solutions
Illinois
$213K +$213K +1,181 New
BAM
561
Belpointe Asset Management
Nevada
$210K +$210K +1,052 New
BTI
562
Blue Trust Inc
Georgia
$209K -$71.8K -398 -26%
SPC
563
Sigma Planning Corp
Michigan
$208K +$208K +1,154 New
LAM
564
Lewis Asset Management
California
$207K +$207K +1,145 New
RS
565
Rakuten Securities
Japan
$205K -$143K -793 -41%
RT
566
Rockland Trust
Massachusetts
$203K +$203K +1,125 New
P
567
Pitcairn
Pennsylvania
$201K -$13.7K -76 -6%
PS
568
Principal Securities
Iowa
$198K -$50.5K -280 -20%
QPBE
569
Quintet Private Bank (Europe)
Luxembourg
$193K
AWM
570
Ameliora Wealth Management
Switzerland
$190K +$190K +1,053 New
IA
571
IFP Advisors
Florida
$182K +$22K +122 +14%
Fifth Third Bancorp
572
Fifth Third Bancorp
Ohio
$180K -$18.2K -101 -9%
LCM
573
Logan Capital Management
Pennsylvania
$180K
BAM
574
BOCHK Asset Management
Hong Kong
$180K +$180K +1,000 New
Bessemer Group
575
Bessemer Group
New Jersey
$179K -$5.39K -30 -3%