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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
KAS
301
Kestra Advisory Services
Texas
$883K -$67.7K -1,016 -7%
PAG
302
Private Advisor Group
New Jersey
$883K +$580K +8,704 +181%
CAMG
303
CWA Asset Management Group
Florida
$871K +$888K +13,330 New
Manulife (Manufacturers Life Insurance)
304
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$862K +$15.1K +226 +2%
EI
305
Ethic Inc
New York
$859K +$85.6K +1,284 +11%
MWM
306
Mission Wealth Management
California
$838K +$66.5K +998 +8%
B
307
Bellecapital
Switzerland
$833K +$51.8K +777 +6%
AAS
308
Ameritas Advisory Services
Nebraska
$820K +$239K +3,589 +40%
AC
309
AXQ Capital
New Jersey
$817K +$833K +12,500 New
LRPA
310
L. Roy Papp & Associates
Arizona
$807K -$133K -2,000 -14%
Parallax Volatility Advisers
311
Parallax Volatility Advisers
California
$787K -$2.66M -39,980 -77%
MC
312
Machina Capital
France
$786K +$801K +12,020 New
IP
313
Intellectus Partners
California
$775K +$19.1K +286 +2%
M&T Bank
314
M&T Bank
New York
$768K +$8.87K +133 +1%
KPF
315
K2 Principal Fund
Ontario, Canada
$743K +$758K +11,369 New
Mariner
316
Mariner
Kansas
$739K -$167K -2,504 -18%
MCC
317
Malaga Cove Capital
California
$738K +$3.6K +54 +0.5%
Wealth Enhancement Advisory Services
318
Wealth Enhancement Advisory Services
Minnesota
$722K +$414K +6,206 +128%
VEA
319
Virtus ETF Advisers
New York
$711K +$725K +10,882 New
WBC
320
Westpac Banking Corp
Australia
$709K +$700K +10,506 +3,155%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$690K -$113K -1,694 -14%
IMCOOI
322
Investment Management Corp of Ontario (IMCO)
Canada
$674K +$319K +4,789 +87%
AWM
323
Accurate Wealth Management
Florida
$670K +$493K +7,393 +191%
OC
324
Oppenheimer & Co
New York
$670K -$46.1K -691 -6%
MA
325
Mezzasalma Advisors
New Jersey
$660K -$709K -10,630 -51%

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.