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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
Lazard Asset Management
951
Lazard Asset Management
New York
-$295K -986 Closed
PAS
952
Park Avenue Securities
New York
-$292K -974 Closed
TA
953
Tactive Advisors
Florida
-$289K -965 Closed
SCP
954
Sivia Capital Partners
California
-$288K -961 Closed
HIIFS
955
Harel Insurance Investments & Financial Services
Israel
-$283K -947 Closed
BCM
956
Brookstone Capital Management
Illinois
-$280K -936 Closed
EA
957
Enclave Advisors
Texas
-$278K -929 Closed
RFN
958
Redwood Financial Network
Ohio
-$268K -893 Closed
AO
959
Advisor OS
Illinois
-$263K -879 Closed
OWA
960
One Wealth Advisors
California
-$263K -878 Closed
BWP
961
Balboa Wealth Partners
Arizona
-$261K -870 Closed
IRP
962
Investment Research Partners
Pennsylvania
-$279K -868 Closed
AC
963
AWM Capital
Arizona
-$259K -863 Closed
JSC
964
Jackson Square Capital
California
-$256K -854 Closed
JWWM
965
Johnson & White Wealth Management
Pennsylvania
-$256K -853 Closed
ACA
966
Aptus Capital Advisors
Alabama
-$251K -836 Closed
SF
967
Seros Financial
Arizona
-$249K -830 Closed
BAM
968
Belpointe Asset Management
Nevada
-$245K -818 Closed
BRWA
969
B. Riley Wealth Advisors
Florida
-$244K -814 Closed
BAAM
970
Baker Avenue Asset Management
California
-$244K -813 Closed
IHL
971
Investment House LLC
California
-$243K -810 Closed
DWM
972
Dynasty Wealth Management
Florida
-$242K -808 Closed
G
973
GenTrust
Florida
-$242K -806 Closed
Envestnet Portfolio Solutions
974
Envestnet Portfolio Solutions
Illinois
-$240K -801 Closed
FA
975
Fountainhead AM
New Jersey
-$239K -798 Closed