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731 hedge funds and large institutions have $13.5B invested in Zscaler in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 236

3% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 100

1% less capital invested

Capital invested by funds: $13.6B → $13.5B (-$71.4M)

0.8% less ownership

Funds ownership: 47.38%46.58% (-0.8%)

1% less funds holding

Funds holding: 738731 (-7)

6% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.39B

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
731
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
10.56%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
103
Increased
303
Reduced
236
Closed
100
Calls
$1.3B
Puts
$1.39B
Net Calls
-$85.6M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
651
Center for Financial Planning
Michigan
$23.8K
QCG
652
Quadrant Capital Group
Ohio
$22.1K +$534 +3 +3%
ATPW
653
Ashton Thomas Private Wealth
Arizona
$21.1K +$19.6K +110 New
CFD
654
Creative Financial Designs
Indiana
$20.2K
TCA
655
Trifecta Capital Advisors
Illinois
$20.2K
DAM
656
Delta Asset Management
Tennessee
$19.8K
AF
657
Advisornet Financial
Minnesota
$19.2K -$17.8K -100 -50%
FRA
658
Front Row Advisors
California
$19.2K
GTAM
659
Global Trust Asset Management
Florida
$19.2K
ME
660
McIlrath & Eck
Washington
$19.2K
MWA
661
MFA Wealth Advisors
Pennsylvania
$19.2K +$17.8K +100 New
LFG
662
Larson Financial Group
Missouri
$18.4K +$6.41K +36 +60%
PAI
663
Pittenger & Anderson Inc
Nebraska
$18.3K
AWM
664
Avior Wealth Management
Nebraska
$17.7K -$12.5K -70 -43%
PCMC
665
Planning Capital Management Corporation
Pennsylvania
$17.3K
RA
666
Rise Advisors
New York
$16.5K -$1.78K -10 -10%
VCM
667
Versant Capital Management
Arizona
$16.1K +$13.7K +77 +1,100%
LOIM
668
Liberty One Investment Management
Illinois
$15K -$712 -4 -5%
WAM
669
Wolverine Asset Management
Illinois
$15K
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K
ACA
671
Atlas Capital Advisors
Wyoming
$13.5K
CAM
672
Chesapeake Asset Management
New York
$13.5K
HWP
673
Highline Wealth Partners
California
$13.5K
UB
674
UMB Bank
Missouri
$11.5K +$10.7K +60 New
TCM
675
Tradewinds Capital Management
Washington
$10.6K

ZS Hedge Fund Activity: Q2 2024 in Review

731 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q2 2024, worth a combined $13.5B — down 0.53% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ZS positions and 100 closed out — a net gain of 3 holders — while 303 added to existing stakes and 236 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $152M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $284M sold.

  • 731 institutional investors held Zscaler (ZS) as of Q2 2024, down from 738 in Q1 2024.
  • Funds reported $13.5B of Zscaler stock for Q2 2024, down 0.53% quarter-over-quarter.
  • 103 funds opened new Zscaler positions in Q2 2024 and 100 closed out, a net change of +3 holders.
  • The largest Zscaler buyer in Q2 2024 was VOYA Investment Management, an estimated $152M added.
  • The largest Zscaler seller in Q2 2024 was Capital Research Global Investors, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2024.