We are live on ! Find out more

656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.03% more ownership

Funds ownership: 65.93%66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
276
ORG Partners
Indiana
$935K +$913K +12,667 New
DILIC
277
Dai-ichi Life Insurance Company
Japan
$929K
VAG
278
VisionPoint Advisory Group
Texas
$917K +$1.06M +14,734 New
PRC
279
Pearl River Capital
Michigan
$904K +$470K +6,517 +114%
LSERS
280
Louisiana State Employees Retirement System
Louisiana
$901K
QCM
281
Qsemble Capital Management
New York
$893K +$872K +12,100 New
N
282
Natixis
France
$892K +$871K +12,084 New
MWM
283
Mission Wealth Management
California
$892K -$1.23K -17 -0.1%
CS
284
Candriam SCA
Luxembourg
$864K +$124K +1,727 +16%
SMFG
285
Sumitomo Mitsui Financial Group
Japan
$848K +$302K +4,186 +55%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$802K +$49.2K +683 +7%
VPIM
287
Vanguard Personalized Indexing Management
California
$774K +$48.5K +673 +7%
FA
288
FDx Advisors
Illinois
$772K
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$765K +$14.3K +198 +2%
TI
290
Tidal Investments
Wisconsin
$765K +$78.4K +1,088 +12%
SW
291
SteelPeak Wealth
California
$761K +$182K +2,532 +33%
CMI
292
Clare Market Investments
Texas
$756K +$164K +2,280 +29%
Mariner
293
Mariner
Kansas
$745K -$62.8K -872 -8%
MIM
294
MetLife Investment Management
New Jersey
$741K -$18.4K -256 -2%
AG
295
AIA Group
Hong Kong
$738K +$392K +5,438 +119%
MAM
296
Martingale Asset Management
Massachusetts
$738K +$41.6K +578 +6%
ASN
297
Advisory Services Network
Georgia
$730K +$47.9K +665 +7%
EGM
298
Engineers Gate Manager
New York
$728K +$710K +9,860 New
B
299
Bellecapital
Switzerland
$715K +$38.8K +538 +6%
O
300
Ossiam
France
$714K -$7.35K -102 -1%

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.