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
IP
301
Intellectus Partners
California
$712K +$9.37K +130 +1%
MML Investors Services
302
MML Investors Services
Massachusetts
$705K +$12.5K +173 +2%
AWS
303
AJ Wealth Strategies
New York
$702K -$178K -2,472 -21%
Millennium Management
304
Millennium Management
New York
$700K -$23.8M -330,162 -97%
TRCT
305
Tower Research Capital (TRC)
New York
$688K +$30.3K +421 +5%
SFI
306
Siemens Fonds Invest
Germany
$687K
Corient Private Wealth
307
Corient Private Wealth
Florida
$675K -$145K -2,011 -18%
AWM
308
Axxcess Wealth Management
California
$675K +$77K +1,069 +13%
Walleye Capital
309
Walleye Capital
New York
$670K +$654K +9,078 New
IAIM
310
International Assets Investment Management
Florida
$660K -$148K -2,054 -19%
PP
311
Prudential plc
United Kingdom
$649K +$141K +1,957 +29%
QCM
312
Quantinno Capital Management
New York
$639K +$156K +2,162 +33%
HVM
313
Harvest Volatility Management
Connecticut
$626K -$107K -1,486 -15%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$625K +$71.8K +997 +13%
VI
315
Vestcor Inc
New Brunswick, Canada
$609K -$38.6K -536 -6%
MHS
316
M Holdings Securities
Oregon
$589K +$268K +3,716 +87%
CAN
317
Cetera Advisor Networks
California
$576K -$50.4K -699 -8%
Neuberger Berman Group
318
Neuberger Berman Group
New York
$567K -$16.6K -230 -3%
GCM
319
Greenland Capital Management
New York
$564K +$550K +7,638 New
BA
320
Bristlecone Advisors
Washington
$561K -$31.1K -431 -5%
BJL
321
Brighton Jones LLC
Washington
$560K +$546K +7,584 New
A
322
AustralianSuper
Australia
$559K +$545K +7,564 New
RGI
323
River Global Investors
United Kingdom
$557K +$80.7K +1,120 +17%
OQS
324
Occudo Quantitative Strategies
Florida
$552K +$538K +7,471 New
IMRF
325
Illinois Municipal Retirement Fund
Illinois
$548K

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.