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673 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 268 increasing their positions, 187 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 187

2.34% less ownership

Funds ownership: 71.7%69.36% (-2.3%)

3% less funds holding

Funds holding: 697673 (-24)

11% less capital invested

Capital invested by funds: $13.3B → $11.8B (-$1.46B)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

33% less call options, than puts

Call options by funds: $651M | Put options by funds: $978M

Holders
673
Holders Change
-24
Holders Change %
-3.44%
% of All Funds
9.69%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
83
Increased
268
Reduced
187
Closed
98
Calls
$651M
Puts
$978M
Net Calls
-$327M
Net Calls Change
+$87.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Gateway Investment Advisers
Ohio
$1.95M -$12.1K -182 -0.6%
GC
227
Guggenheim Capital
Illinois
$1.94M +$1.27M +19,079 +179%
SPA
228
Sherbrooke Park Advisers
New York
$1.93M +$1.43M +21,401 +262%
Vontobel Holding
229
Vontobel Holding
Switzerland
$1.92M -$1.11M -16,725 -36%
CIC
230
Cornercap Investment Counsel
Georgia
$1.92M +$8.06K +121 +0.4%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$1.91M +$123K +1,844 +7%
VI
232
Versor Investments
New York
$1.91M +$941K +14,123 +93%
BCP
233
Blackhawk Capital Partners
Wisconsin
$1.88M +$1.91M +28,699 New
AC
234
Apella Capital
Connecticut
$1.86M
AWA
235
Arkadios Wealth Advisors
Georgia
$1.82M +$32.4K +486 +2%
UOC
236
UBS O'Connor
Illinois
$1.8M -$3.17M -47,500 -63%
Squarepoint
237
Squarepoint
New York
$1.69M -$3.15M -47,214 -65%
HIM
238
Herald Investment Management
United Kingdom
$1.69M
Walleye Trading
239
Walleye Trading
New York
$1.68M +$1.71M +25,630 New
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$1.67M -$118K -1,775 -6%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$1.65M +$2.67K +40 +0.2%
ACH
242
ArrowMark Colorado Holdings
Colorado
$1.63M -$5.33M -80,000 -76%
Toronto Dominion Bank
243
Toronto Dominion Bank
Ontario, Canada
$1.62M -$507K -7,608 -23%
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
$1.62M +$1.65M +24,772 New
LOAMU
245
Lombard Odier Asset Management (USA)
New York
$1.61M +$1.64M +24,574 New
Envestnet Asset Management
246
Envestnet Asset Management
Illinois
$1.58M -$1.11M -16,669 -41%
VA
247
Vident Advisory
Georgia
$1.56M -$217K -3,255 -12%
PHK
248
Point72 Hong Kong
Hong Kong
$1.56M +$1.59M +23,814 New
New York State Teachers Retirement System (NYSTRS)
249
New York State Teachers Retirement System (NYSTRS)
New York
$1.52M +$1.55M +23,272 New
BBA
250
Baader Bank Aktiengesellschaft
Germany
$1.5M +$51.1K +766 +3%

ZM Hedge Fund Activity: Q1 2024 in Review

673 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2024, worth a combined $11.8B — down 11% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of ZM and 83 opened new positions — a net loss of 15 holders — while 187 trimmed existing stakes and 268 added.

The largest buyer was AQR Capital Management, adding an estimated $150M. The largest seller was Public Investment Fund, exiting entirely with an estimated $338M sold.

  • 673 institutional investors held Zoom (ZM) as of Q1 2024, down from 697 in Q4 2023.
  • Funds reported $11.8B of Zoom stock for Q1 2024, down 11% quarter-over-quarter.
  • 83 funds opened new Zoom positions in Q1 2024 and 98 closed out, a net change of -15 holders.
  • The largest Zoom buyer in Q1 2024 was AQR Capital Management, an estimated $150M added.
  • The largest Zoom seller in Q1 2024 was Public Investment Fund, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.