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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
APW
776
Aventura Private Wealth
Florida
$18K
SA
777
Scarborough Advisors
Maryland
$17.3K
VWWMG
778
Vermillion & White Wealth Management Group
Pennsylvania
$16.6K +$13.8K +49 +196%
AWM
779
Activest Wealth Management
Florida
$16.2K +$12.4K +44 +157%
CAM
780
Chesapeake Asset Management
New York
$15.7K
ACA
781
Atlas Capital Advisors
Wyoming
$15.7K +$19.8K +70 New
PWA
782
Physician Wealth Advisors
Utah
$15.5K +$15K +53 +331%
TFA
783
Transamerica Financial Advisors
Florida
$15.3K +$3.67K +13 +24%
SL
784
Salomon & Ludwin
Virginia
$14K
PWPS
785
Pinnacle Wealth Planning Services
Ohio
$13.7K +$17.2K +61 New
MCM
786
Manchester Capital Management
Vermont
$13.3K -$138K -490 -89%
CCA
787
Catalyst Capital Advisors
New York
$13K -$5.64K -20 -26%
ZBNA
788
Zions Bancorporation, National Association
Utah
$12.8K +$13K +46 +418%
KFI
789
Key Financial Inc
Pennsylvania
$12.1K
SFCL
790
Strengthening Families & Communities LLC
Massachusetts
$11.5K +$9.88K +35 +219%
CWM
791
Cranbrook Wealth Management
Michigan
$11.2K
ICM
792
Islay Capital Management
Texas
$11.2K
OCM
793
Orion Capital Management
California
$11.2K
HFS
794
Hantz Financial Services
Michigan
$11K +$847 +3 +6%
HNW
795
High Note Wealth
Minnesota
$10.1K
CIAS
796
CBIZ Investment Advisory Services
Ohio
$9.67K
RIAS
797
Rachor Investment Advisory Services
Michigan
$9.67K +$12.1K +43 New
KAS
798
Kemnay Advisory Services
New York
$9.22K +$11.6K +41 New
SR
799
Swiss Re
Switzerland
$9.22K +$11.6K +41 New
FC
800
Financial Consulate
Maryland
$8.32K