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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
SA
801
SRH Advisors
Kansas
$8.32K
ACM
802
Aster Capital Management
United Arab Emirates
$8.32K +$10.4K +37 New
SFAM
803
Sawyer Falduto Asset Management
Illinois
$8.32K +$10.4K +37 New
SVCP
804
Silicon Valley Capital Partners
California
$8.15K
CFS
805
Compass Financial Services
Iowa
$7.87K
MAFA
806
MJT & Associates Financial Advisory
Minnesota
$7.65K -$3.39K -12 -26%
CFM
807
Cornerstone Financial Management
Massachusetts
$7.65K +$9.6K +34 New
IWM
808
Inlight Wealth Management
Georgia
$7.42K
JWA
809
JFS Wealth Advisors
Pennsylvania
$7.2K +$2.82K +10 +45%
Bessemer Group
810
Bessemer Group
New Jersey
$7K -$279K -988 -97%
EWM
811
Evolution Wealth Management
Florida
$6.75K
W
812
WealthCollab
Washington
$6.3K
LP
813
LMR Partners
United Kingdom
$6.07K +$1.13K +4 +17%
EC
814
Elequin Capital
New York
$6.07K +$7.62K +27 New
ADL
815
Asset Dedication LLC
California
$5.62K
AG
816
AmeriFlex Group
Nevada
$5.4K -$151K -536 -96%
BWL
817
Bogart Wealth LLC
Virginia
$5.17K -$565 -2 -8%
SIC
818
SJS Investment Consulting
Ohio
$4.5K +$5.08K +18 +900%
SAG
819
SageView Advisory Group
California
$4.27K +$5.36K +19 New
RF
820
Rossby Financial
Florida
$4.27K +$2.54K +9 +90%
ACM
821
Accent Capital Management
Ohio
$4.05K
MAS
822
MPWM Advisory Solutions
Georgia
$4.05K +$5.08K +18 New
AW
823
Avion Wealth
Texas
$4K -$1.98K -7 -27%
BIA
824
Bell Investment Advisors
California
$3.82K -$565 -2 -11%
T
825
Tidemark
California
$3.82K