We are live on ! Find out more

656 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 224 increasing their positions, 223 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more call options, than puts

Call options by funds: $604M | Put options by funds: $593M

0% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 223

7% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 101

1.09% less ownership

Funds ownership: 69.36%68.27% (-1.1%)

3% less funds holding

Funds holding: 673656 (-17)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

Holders
656
Holders Change
-17
Holders Change %
-2.53%
% of All Funds
9.47%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
224
Reduced
223
Closed
101
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$337M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harrington Investments
California
$982K +$41.2K +670 +4%
BW
277
Basepoint Wealth
Iowa
$975K -$4.55K -74 -0.4%
PL
278
Perpetual Ltd
Australia
$951K +$370K +6,018 +60%
AWM
279
Accurate Wealth Management
Florida
$943K +$301K +4,892 +43%
PA
280
Profund Advisors
Maryland
$937K -$398K -6,483 -29%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$935K +$393K +6,391 +68%
BAAM
282
Baker Avenue Asset Management
California
$929K +$965K +15,703 New
Los Angeles Capital Management
283
Los Angeles Capital Management
California
$919K -$11.6M -189,074 -92%
PCA
284
Prospect Capital Advisors
California
$914K +$949K +15,450 New
IIM
285
INTECH Investment Management
Florida
$905K +$362K +5,888 +63%
Stifel Financial
286
Stifel Financial
Missouri
$892K -$335K -5,461 -27%
GFA
287
Gifford Fong Associates
California
$888K
AIM
288
Achmea Investment Management
Netherlands
$878K -$353K -5,748 -28%
SG Americas Securities
289
SG Americas Securities
New York
$860K -$21.1M -343,024 -96%
OAM
290
Oxford Asset Management
United Kingdom
$831K +$576K +9,382 +202%
AS
291
Altshuler Shaham
Israel
$829K +$676K +11,000 +367%
Credit Agricole
292
Credit Agricole
France
$826K +$346K +5,639 +68%
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$815K -$199K -3,245 -19%
GIA
294
Gateway Investment Advisers
Ohio
$810K -$987K -16,072 -54%
AB
295
Amalgamated Bank
New York
$808K -$111K -1,810 -12%
AIM
296
Aigen Investment Management
New York
$802K +$832K +13,544 New
AAS
297
Ameritas Advisory Services
Nebraska
$799K +$57.9K +942 +8%
Manulife (Manufacturers Life Insurance)
298
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$794K +$13.7K +223 +2%
CWM
299
CIBC World Markets
New York
$791K -$1.14M -18,527 -58%
SA
300
Sanctuary Advisors
Indiana
$763K +$756K +12,306 New

ZM Hedge Fund Activity: Q2 2024 in Review

656 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2024, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of ZM and 94 opened new positions — a net loss of 7 holders — while 223 trimmed existing stakes and 224 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $318M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $279M sold.

  • 656 institutional investors held Zoom (ZM) as of Q2 2024, down from 673 in Q1 2024.
  • Funds reported $10.6B of Zoom stock for Q2 2024, down 10% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q2 2024 and 101 closed out, a net change of -7 holders.
  • The largest Zoom buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $318M added.
  • The largest Zoom seller in Q2 2024 was Alkeon Capital Management, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2024.