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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
SCP
301
Sender Company & Partners
New York
$754K +$782K +12,734 New
PAG
302
Private Advisor Group
New Jersey
$741K -$60K -977 -7%
UOC
303
UBS O'Connor
Illinois
$740K -$921K -15,000 -55%
Mariner
304
Mariner
Kansas
$735K +$68.4K +1,114 +10%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$731K -$188K -3,061 -20%
DILIC
306
Dai-ichi Life Insurance Company
Japan
$719K -$26K -423 -3%
MFAM
307
Motley Fool Asset Management
Virginia
$712K +$181K +2,945 +32%
IMCOOI
308
Investment Management Corp of Ontario (IMCO)
Canada
$711K +$104K +1,700 +16%
AA
309
Axiom Advisory
California
$708K +$708K +11,529 New
M&T Bank
310
M&T Bank
New York
$680K -$16.5K -269 -2%
HighTower Advisors
311
HighTower Advisors
Illinois
$678K -$6.11M -99,525 -90%
Wealth Enhancement Advisory Services
312
Wealth Enhancement Advisory Services
Minnesota
$669K +$16.8K +273 +2%
PAM
313
Panagora Asset Management
Massachusetts
$659K -$301K -4,897 -31%
Corient Private Wealth
314
Corient Private Wealth
Florida
$635K +$209K +3,407 +46%
VPIM
315
Vanguard Personalized Indexing Management
California
$591K +$182K +2,955 +41%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$588K -$591K -9,613 -49%
IP
317
Intellectus Partners
California
$587K -$120K -1,950 -16%
GA
318
GraniteShares Advisors
New York
$581K +$96K +1,562 +19%
CM
319
CastleKnight Management
New York
$556K
CAM
320
Claret Asset Management
Quebec, Canada
$556K +$82.8K +1,348 +17%
WC
321
Wynn Capital
Georgia
$550K +$25.4K +413 +5%
MML Investors Services
322
MML Investors Services
Massachusetts
$548K -$7K -114 -1%
KAS
323
Kestra Advisory Services
Texas
$548K -$262K -4,258 -32%
OC
324
Oppenheimer & Co
New York
$546K -$63K -1,025 -10%
AL
325
Arnhold LLC
New York
$533K +$553K +9,000 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.