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907 hedge funds and large institutions have $24.5B invested in Zscaler in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 379 increasing their positions, 255 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 255

13% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 114

0% more funds holding

Funds holding: 904907 (+3)

6% less call options, than puts

Call options by funds: $1.82B | Put options by funds: $1.94B

1.89% less ownership

Funds ownership: 53.5%51.61% (-1.9%)

6% less capital invested

Capital invested by funds: $26.1B → $24.5B (-$1.65B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
907
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
11.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
129
Increased
379
Reduced
255
Closed
114
Calls
$1.82B
Puts
$1.94B
Net Calls
-$122M
Net Calls Change
-$66.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1001
Brooklyn Investment Group
New York
-$193K -616 Closed
HAI
1002
Hennessy Advisors Inc
California
-$163K -518 Closed
GM
1003
GeoWealth Management
Illinois
-$101K -323 Closed
TSMHT
1004
Thurston Springer Miller Herd & Titak
Indiana
-$49.6K -158 Closed
FC
1005
Family CFO
California
-$47.1K -150 Closed
AAS
1006
Ameritas Advisory Services
Nebraska
-$40.6K -129 Closed
BC
1007
Bayforest Capital
United Kingdom
-$35.5K -113 Closed
KIM
1008
Kestra Investment Management
Texas
-$15.9K -80 Closed
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
-$19.5K -62 Closed
PSFG
1010
Park Square Financial Group
Georgia
-$14.8K -47 Closed
TPWA
1011
Twin Peaks Wealth Advisors
California
-$5.51K -20 Closed
RAM
1012
Riggs Asset Management
Pennsylvania
-$5.65K -18 Closed
TIM
1013
Total Investment Management
Arizona
-$5.65K -18 Closed
SO
1014
Sierra Ocean
California
-$5.02K -16 Closed
BF
1015
BOK Financial
Oklahoma
-$4.71K -15 Closed
WPWM
1016
Western Pacific Wealth Management
Illinois
-$4.08K -13 Closed
CPG
1017
Cornerstone Planning Group
New Jersey
-$2.82K -10 Closed
S
1018
Sachetta
Massachusetts
-$1.57K -5 Closed
WCM
1019
WealthTrak Capital Management
Virginia
-$1.57K -5 Closed
HWM
1020
HighMark Wealth Management
Minnesota
-$1.26K -4 Closed
WA
1021
Whipplewood Advisors
Colorado
-$942 -3 Closed
SC
1022
Stephens Consulting
Michigan
-$628 -2 Closed