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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
Empower Advisory Group
601
Empower Advisory Group
Colorado
$292K -$87.2K -309 -19%
ML
602
MLP3 LLC
New Jersey
$290K +$364K +1,290 New
PE
603
PCM Encore
Colorado
$289K +$363K +1,286 New
PCIA
604
Prime Capital Investment Advisors
Kansas
$288K -$62.1K -220 -15%
SAM
605
Secure Asset Management
Michigan
$286K -$329K -1,165 -48%
LFM
606
LGT Fund Management
Liechtenstein
$284K -$93.1K -330 -21%
ACIM
607
Azimuth Capital Investment Management
Michigan
$281K +$56.5K +200 +19%
TCM
608
Triumph Capital Management
Colorado
$281K +$136K +482 +63%
S
609
SignatureFD
Georgia
$280K +$22K +78 +7%
SFC
610
SYM Financial Corp
Indiana
$280K -$37.3K -132 -10%
KAM
611
Knightsbridge Asset Management
California
$279K +$350K +1,241 New
ECM
612
Evergreen Capital Management
Washington
$274K +$282 +1 +0.1%
YCM
613
Yousif Capital Management
Michigan
$274K +$13.5K +48 +4%
WIA
614
World Investment Advisors
California
$273K -$24.6K -87 -7%
VWM
615
Venturi Wealth Management
Texas
$271K -$113K -399 -25%
BPMC
616
Buckland Partners Management Co
New York
$270K +$339K +1,200 New
KJHP
617
K.J. Harrison & Partners
Ontario, Canada
$270K +$339K +1,200 New
Loomis, Sayles & Company
618
Loomis, Sayles & Company
Massachusetts
$268K +$336K +1,190 New
WDG
619
Wealth Dimensions Group
Ohio
$261K
LSWP
620
Liberty Square Wealth Partners
Pennsylvania
$261K
LFG
621
Larson Financial Group
Missouri
$260K -$250K -884 -43%
HAG
622
HighPoint Advisor Group
Illinois
$259K +$20.9K +74 +7%
FFM
623
Forum Financial Management
Illinois
$259K -$5.08K -18 -2%
ACS
624
Archford Capital Strategies
Illinois
$258K -$1.41K -5 -0.4%
AWA
625
Arete Wealth Advisors
Illinois
$256K +$1.98K +7 +0.6%