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885 hedge funds and large institutions have $19.2B invested in Zscaler in 2025 Q4 according to their latest regulatory filings, with 141 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: 141 | Existing positions closed: 145

2% less funds holding

Funds holding: 907885 (-22)

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
885
Holders Change
-22
Holders Change %
-2.43%
% of All Funds
10.76%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
141
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
CPA
576
Capital Performance Advisors
California
$350K -$19.5K -69 -4%
TG
577
TCW Group
California
$350K +$439K +1,554 New
DWT
578
Dorsey & Whitney Trust
South Dakota
$347K +$8.75K +31 +2%
TC
579
TwinBeech Capital
New York
$345K +$433K +1,533 New
AFG
580
Atomi Financial Group
New York
$340K -$180K -636 -30%
EFS
581
Essex Financial Services
Connecticut
$337K -$9.6K -34 -2%
ISS
582
Intesa Sanpaolo SpA.
Italy
$334K +$414K +1,467 New
P
583
&Partners
Tennessee
$330K +$19.5K +69 +5%
SAM
584
Smartleaf Asset Management
Massachusetts
$328K +$82.7K +293 +26%
SC
585
Saturna Capital
Washington
$328K
BC
586
Burney Company
Virginia
$322K -$19.2K -68 -5%
AFGAS
587
Allegiance Financial Group Advisory Services
Virginia
$314K +$5.36K +19 +1%
OL
588
Odyssean LLC
Connecticut
$314K +$393K +1,394 New
CAGAS
589
Capital Advisory Group Advisory Services
Minnesota
$311K +$34.2K +121 +10%
I
590
InceptionR
California
$308K +$386K +1,368 New
EB
591
Eastern Bank
Massachusetts
$307K +$6.21K +22 +2%
Thrivent Financial for Lutherans
592
Thrivent Financial for Lutherans
Minnesota
$305K -$482K -1,707 -56%
NG
593
Norden Group
Utah
$304K -$15K -53 -4%
SI
594
Stephens Inc
Arkansas
$304K -$3.1M -10,985 -89%
AT
595
Avalon Trust
New Mexico
$301K +$39.5K +140 +12%
JWM
596
Jupiter Wealth Management
Colorado
$299K
PWM
597
Prentice Wealth Management
New York
$295K +$9.03K +32 +3%
MWM
598
MOR Wealth Management
Pennsylvania
$294K +$369K +1,308 New
PWM
599
Perigon Wealth Management
California
$294K -$140K -495 -27%
MWA
600
Medallion Wealth Advisors
Connecticut
$293K +$79.6K +282 +28%