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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
IP
651
Intellectus Partners
California
$227K
HNB
652
Huntington National Bank
Ohio
$225K +$565 +2 +0.2%
AWM
653
Axxcess Wealth Management
California
$225K
BSG
654
Black Swift Group
Colorado
$225K
LCM
655
Logan Capital Management
Pennsylvania
$225K
NED
656
Nancy E. Dempze
$225K +$282K +1,000 New
NYLIM
657
New York Life Investment Management
New York
$224K -$39.2K -139 -12%
AssetMark Inc
658
AssetMark Inc
California
$224K +$43.5K +154 +18%
NWAG
659
Net Worth Advisory Group
Utah
$224K -$6.77K -24 -2%
CHAM
660
Clear Harbor Asset Management
Connecticut
$223K +$280K +992 New
MGIA
661
Moneta Group Investment Advisors
Missouri
$223K +$38.4K +136 +16%
SC
662
Savant Capital
Illinois
$221K +$50K +177 +22%
NWM
663
Northwest Wealth Management
Iowa
$220K -$19.5K -69 -7%
AFT
664
Alpha Family Trust
California
$220K
EWM
665
Empirical Wealth Management
Washington
$220K +$275K +976 New
CI
666
Cigna Investments
Connecticut
$219K
BPC
667
Bearing Point Capital
Minnesota
$219K -$157K -555 -36%
CA
668
Clearstead Advisors
Ohio
$218K -$483K -1,713 -64%
KRW
669
Kaufman Rossin Wealth
Florida
$218K -$17.8K -63 -6%
GCP
670
GSA Capital Partners
United Kingdom
$218K +$274K +969 New
PAG
671
Poinciana Advisors Group
Florida
$216K -$58.7K -208 -18%
FPCP
672
Fort Point Capital Partners
California
$216K -$4.23K -15 -1%
KBFS
673
Kohmann Bosshard Financial Services
Ohio
$216K -$157K -555 -37%
EW
674
Evoke Wealth
California
$215K -$215K -762 -44%
MFG
675
Menard Financial Group
Texas
$215K