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Zscaler
ZS

Overview Fund Activity

751 hedge funds and large institutions have $16.6B invested in Zscaler in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 327 increasing their positions, 202 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
10.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
114
Increased
327
Reduced
202
Closed
98
Calls
$1.51B
Puts
$1.77B
Net Calls
-$251M
Net Calls Change
+$56M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$517M
2
Marshall Wace
Marshall Wace
United Kingdom
+$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$205M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$121M
5
UBS AM
UBS AM
Illinois
+$105M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$165M
2
N
Natixis
France
-$88.3M
3
JFG
Jefferies Financial Group
New York
-$53.7M
4
Franklin Resources
Franklin Resources
California
-$46M
5
TA
Trivest Advisors
Hong Kong
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFCL
701
Strengthening Families & Communities LLC
Massachusetts
$4.55K +$396 +2 +10%
FPF
702
First Pacific Financial
Washington
$4.37K – – –
MCM
703
MV Capital Management
Maryland
$3.37K +$1.39K +7 +70%
T
704
Tidemark
California
$3.37K – – –
AG
705
AmeriFlex Group
Nevada
$3.18K – – –
AW
706
Avion Wealth
Texas
$3K – – –
WPWM
707
Western Pacific Wealth Management
Illinois
$2.58K – – –
WTC
708
WhitTier Trust Company
Nevada
$2.38K – – –
BOJHT
709
Bank of Jackson Hole Trust
Wyoming
$2.36K – – –
HFS
710
Hughes Financial Services
Virginia
$2.21K +$2.21K +11 New
ZBNA
711
Zions Bancorporation, National Association
Utah
$2.18K +$2.18K +11 New
RF
712
Rossby Financial
Florida
$2.16K +$2.16K +10 New
WCM
713
Winthrop Capital Management
Indiana
$2K +$750 +3 +60%
HWA
714
HHM Wealth Advisors
Tennessee
$1.99K – – –
PWMG
715
Private Wealth Management Group
New Jersey
$1.99K – – –
MTIC
716
Missouri Trust & Investment Company
Missouri
$1.98K – – –
CSC
717
Caldwell Sutter Capital
California
$1.98K – – –
BCH
718
Berkshire Capital Holdings
California
$1.98K – – –
CPG
719
Cornerstone Planning Group
New Jersey
$1.81K +$1.4K +7 +350%
BFS
720
Burkett Financial Services
South Carolina
$1.39K +$1.39K +7 New
PWA
721
Principia Wealth Advisory
Texas
$1.21K +$404 +2 +50%
DPW
722
DiNuzzo Private Wealth
Pennsylvania
$1.19K – – –
DSC
723
Duncker Streett & Co
Missouri
$1.19K – – –
RAM
724
Riggs Asset Management
Pennsylvania
$1.19K +$794 +4 +200%
TPCW
725
TD Private Client Wealth
New York
$1.19K +$1.19K +6 New
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