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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
LP
276
LMR Partners
United Kingdom
$1.27M +$1.29M +19,421 New
Aviva
277
Aviva
United Kingdom
$1.24M +$631K +9,466 +99%
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$1.24M
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$1.23M -$10.9M -163,114 -90%
OAM
280
Ostrum Asset Management
France
$1.23M +$1.1M +16,525 +740%
VAG
281
VisionPoint Advisory Group
Texas
$1.22M -$86.8K -1,303 -7%
PL
282
Polianta Ltd
Jersey
$1.18M +$1.21M +18,100 New
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$1.17M
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$1.11M -$125K -1,877 -10%
Schroder Investment Management Group
285
Schroder Investment Management Group
United Kingdom
$1.1M -$20.1K -301 -2%
BW
286
Basepoint Wealth
Iowa
$1.08M -$3.67K -55 -0.3%
OCBCO
287
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.07M +$450K +6,754 +71%
PAM
288
Panagora Asset Management
Massachusetts
$1.05M -$108K -1,617 -9%
HI
289
Harrington Investments
California
$1.04M +$63.9K +958 +6%
SW
290
SteelPeak Wealth
California
$1.03M +$691K +10,364 +190%
AFA
291
Abacus FCF Advisors
Florida
$1.02M +$168K +2,524 +19%
AB
292
Amalgamated Bank
New York
$1.01M -$628K -9,419 -38%
SM
293
Sciencast Management
New Jersey
$1.01M +$1.03M +15,417 New
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$1.01M +$250K +3,754 +32%
GFA
295
Gifford Fong Associates
California
$981K
Balyasny Asset Management
296
Balyasny Asset Management
Illinois
$977K -$410K -6,157 -29%
DA
297
Duality Advisers
Florida
$967K +$986K +14,799 New
QC
298
Quadrature Capital
United Kingdom
$944K +$963K +14,448 New
BNP Paribas Asset Management
299
BNP Paribas Asset Management
France
$890K -$122K -1,829 -12%
A
300
AlphaQuest
New York
$890K +$849K +12,745 +1,472%

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.