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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
MCM
826
MV Capital Management
Maryland
$3.82K +$282 +1 +6%
HFS
827
Hughes Financial Services
Virginia
$3.6K
SEP
828
Signature Equity Partners
Ohio
$3.6K +$4.52K +16 New
BLC
829
Brown, Lisle/Cummings
Rhode Island
$3.37K
KFAS
830
Keating Financial Advisory Services
Kansas
$3.37K +$4.23K +15 New
GSWM
831
Golden State Wealth Management
California
$2.92K +$2.82K +10 +333%
GWM
832
Greenline Wealth Management
Florida
$2.9K +$3.67K +13 New
PWMG
833
Prestige Wealth Management Group
New Jersey
$2.7K -$25.4K -90 -88%
LWMI
834
Legacy Wealth Management (Idaho)
Idaho
$2.7K +$3.39K +12 New
CH
835
Cromwell Holdings
Wyoming
$2.7K
GEA
836
Glen Eagle Advisors
New Jersey
$2.7K
HWP
837
Highline Wealth Partners
California
$2.47K -$4.52K -16 -59%
EW
838
Elyxium Wealth
California
$2.47K +$3.1K +11 New
HWA
839
HHM Wealth Advisors
Tennessee
$2.25K
PWMG
840
Private Wealth Management Group
New Jersey
$2.25K
BCH
841
Berkshire Capital Holdings
California
$2.25K
SGK
842
Steigerwald Gordon & Koch
Virginia
$2.25K
CA
843
Crewe Advisors
Utah
$2.02K
FFO
844
Fortitude Family Office
Arizona
$2.02K -$847 -3 -25%
AF
845
Advisornet Financial
Minnesota
$2.02K +$847 +3 +50%
SWA
846
Strategic Wealth Advisors
Arizona
$2K +$3.1K +11 New
CCM
847
Chilton Capital Management
Texas
$1.8K +$2.26K +8 New
BHWM
848
Bay Harbor Wealth Management
Maryland
$1.8K +$847 +3 +60%
CPG
849
Cornerstone Planning Group
New Jersey
$1.71K +$2.26K +8 New
KG
850
Kilter Group
New York
$1.57K