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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
10.76%
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
NP
926
NorthRock Partners
Minnesota
-$647K -2,158 Closed
MYIA
927
Mount Yale Investment Advisors
Colorado
-$578K -1,928 Closed
VAS
928
Vestmark Advisory Solutions
Massachusetts
-$578K -1,928 Closed
RCM
929
Requisite Capital Management
Texas
-$525K -1,751 Closed
FDP
930
Financiere des Professionnels
Quebec, Canada
-$508K -1,695 Closed
BOH
931
Bank of Hawaii
Hawaii
-$486K -1,622 Closed
QFW
932
QTR Family Wealth
Florida
-$478K -1,597 Closed
KCP
933
Kera Capital Partners
California
-$478K -1,596 Closed
AWM
934
AE Wealth Management
Kansas
-$458K -1,529 Closed
KI
935
Keystone Investors
Singapore
-$445K -1,486 Closed
AA
936
Armis Advisers
Georgia
-$497K -1,478 Closed
ALAM
937
Asahi Life Asset Management
Japan
-$435K -1,451 Closed
CG
938
Cynosure Group
Utah
-$435K -1,450 Closed
WA
939
Waverly Advisors
Alabama
-$402K -1,343 Closed
AWM
940
Ariadne Wealth Management
California
-$385K -1,249 Closed
TL
941
Tradewinds LLC
North Carolina
-$374K -1,248 Closed
TFA
942
Teamwork Financial Advisors
Texas
-$370K -1,236 Closed
ML
943
McAdam LLC
Pennsylvania
-$353K -1,178 Closed
AGM
944
Alpine Global Management
New York
-$352K -1,174 Closed
GWMR
945
GC Wealth Management RIA
Massachusetts
-$317K -1,057 Closed
MWM
946
Moran Wealth Management
Florida
-$308K -1,027 Closed
MSWM
947
McGlone Suttner Wealth Management
Wisconsin
-$300K -1,000 Closed
PG
948
Prostatis Group
Maryland
-$300K -1,000 Closed
SAI
949
Savvy Advisors Inc
New York
-$297K -990 Closed
IWM
950
IHT Wealth Management
Illinois
-$296K -988 Closed