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884 hedge funds and large institutions have $19.2B invested in Zscaler in 2025 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 329 increasing their positions, 298 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 298

2% more ownership

Funds ownership: 51.61%53.61% (+2%)

3% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 145

3% less funds holding

Funds holding: 907884 (-23)

14% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.57B

21% less capital invested

Capital invested by funds: $24.5B → $19.2B (-$5.25B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
884
Holders Change
-23
Holders Change %
-2.54%
% of All Funds
10.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
140
Increased
329
Reduced
298
Closed
145
Calls
$1.36B
Puts
$1.57B
Net Calls
-$217M
Net Calls Change
-$95.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
551
Nisa Investment Advisors
Missouri
$406K -$1.94M -6,862 -79%
EP
552
Essential Partners
California
$406K -$367K -1,302 -42%
DCU
553
Dara Capital US
Florida
$402K +$505K +1,789 New
SPIA
554
Steward Partners Investment Advisory
New York
$400K -$22.6K -80 -4%
AC
555
AlphaCore Capital
California
$400K +$312K +1,107 +165%
LSPW
556
Lake Street Private Wealth
Illinois
$394K -$55.6K -197 -10%
MNBTD
557
Moody National Bank Trust Division
Texas
$390K -$281K -995 -36%
MYAM
558
Meiji Yasuda Asset Management
Japan
$390K -$47.1K -167 -9%
SCA
559
Snowden Capital Advisors
New York
$389K +$117K +414 +31%
LNWTC
560
Laird Norton Wetherby Trust Company
Washington
$388K +$487K +1,726 New
NFSG
561
Newbridge Financial Services Group
Florida
$386K -$128K -453 -21%
SOAMC
562
Spirit of America Management Corp
New York
$382K -$56.5K -200 -11%
AWM
563
Accurate Wealth Management
Florida
$382K +$59.3K +210 +14%
BPC
564
Banque Pictet & Cie
Switzerland
$381K
PWM
565
Palumbo Wealth Management
New York
$375K +$29.1K +103 +7%
HI
566
Harbour Investments
Wisconsin
$374K -$21.5K -76 -4%
A
567
AlphaQuest
New York
$374K +$434K +1,536 +1,229%
TCM
568
Traynor Capital Management
Pennsylvania
$371K -$42.6K -151 -8%
NL
569
NWAM LLC
Washington
$368K -$183K -650 -28%
IAA
570
Independent Advisor Alliance
North Carolina
$367K -$45.2K -160 -9%
FRA
571
Frank Rimerman Advisors
California
$361K +$263K +933 +138%
PPW
572
Parcion Private Wealth
Washington
$357K -$282 -1 -0.1%
WI
573
WBI Investments
New Jersey
$356K +$446K +1,581 New
WA
574
Westfuller Advisors
New York
$352K
QCM
575
QRG Capital Management
Illinois
$351K +$26.8K +95 +6%