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 %
IAN
626
Integrated Advisors Network
Texas
-$206K -1,760 Closed
IAIM
627
International Assets Investment Management
Florida
-$126K -1,080 Closed
KAM
628
Karani Asset Management
New York
-$106K -904 Closed
VWM
629
Venturi Wealth Management
Texas
-$103K -884 Closed
CP
630
Castleview Partners
Texas
-$68.3K -585 Closed
BAM
631
Belpointe Asset Management
Nevada
-$63.4K -543 Closed
AAS
632
Ameritas Advisory Services
Nebraska
-$16.2K -150 Closed
RTC
633
Riverview Trust Company
Washington
-$16K -137 Closed
CFG
634
CKW Financial Group
Hawaii
-$12K -105 Closed
NECFA
635
New England Capital Financial Advisors
Connecticut
-$11.7K -100 Closed
MWM
636
Mascoma Wealth Management
New Hampshire
-$8.74K -97 Closed
EI
637
Ellevest Inc
New York
-$8.3K -71 Closed
OCM
638
Orion Capital Management
California
-$5.84K -50 Closed
RF
639
Robbins Farley
New Hampshire
-$4.91K -42 Closed
WAM
640
WFA Asset Management
Wisconsin
-$4.09K -35 Closed
SN
641
Sittner & Nelson
Oregon
-$3.97K -34 Closed
CA
642
Crewe Advisors
Utah
-$3.39K -29 Closed
BAM
643
Byrne Asset Management
New Jersey
-$3K -28 Closed
SHIM
644
Stone House Investment Management
Pennsylvania
-$3.04K -26 Closed
BWA
645
BDO Wealth Advisors
Florida
-$2.92K -25 Closed
FPFS
646
First Personal Financial Services
North Carolina
-$2.92K -25 Closed
OAJ
647
Ogorek Anthony Joseph
New York
-$2K -20 Closed
NL
648
NVWM LLC
Pennsylvania
-$1.29K -11 Closed
SWA
649
Sutton Wealth Advisors
Florida
-$935 -8 Closed
PWMG
650
Prestige Wealth Management Group
New Jersey
-$818 -7 Closed