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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
JWA
701
JFS Wealth Advisors
Pennsylvania
$2.88K -$178 -1 -6%
PCWA
702
Pacific Capital Wealth Advisors
California
$2.5K +$2.31K +13 New
JWM
703
Janiczek Wealth Management
Colorado
$2.31K -$13.9K -78 -87%
WTC
704
WhitTier Trust Company
Nevada
$2.31K
BCH
705
Berkshire Capital Holdings
California
$1.92K
CSC
706
Caldwell Sutter Capital
California
$1.92K
GCS
707
Gordian Capital (Singapore)
Singapore
$1.92K
MTIC
708
Missouri Trust & Investment Company
Missouri
$1.92K
PWMG
709
Private Wealth Management Group
New Jersey
$1.92K
MCM
710
MV Capital Management
Maryland
$1.35K +$356 +2 +40%
TWP
711
Triad Wealth Partners
Kansas
$1.34K +$1.25K +7 New
S
712
Sachetta
Massachusetts
$1.24K
DPW
713
DiNuzzo Private Wealth
Pennsylvania
$1.15K +$178 +1 +20%
DSC
714
Duncker Streett & Co
Missouri
$1.15K
AW
715
Avion Wealth
Texas
$1K -$356 -2 -18%
WCM
716
Winthrop Capital Management
Indiana
$1K
OAJ
717
Ogorek Anthony Joseph
New York
$1K +$1.42K +8 New
DFC
718
DB Fitzpatrick & Co
Idaho
$961
RWMG
719
Redwood Wealth Management Group
New Jersey
$961 +$890 +5 New
AFWM
720
Abich Financial Wealth Management
Virginia
$769 +$712 +4 New
PS
721
PayPay Securities
Japan
$577 -$1.07K -6 -67%
RAM
722
Riggs Asset Management
Pennsylvania
$577
SIC
723
SJS Investment Consulting
Ohio
$385
AssetMark Inc
724
AssetMark Inc
California
$384 +$356 +2 New
TWD
725
True Wealth Design
Ohio
$193 -$178 -1 -50%

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.