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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
AP
326
Adero Partners
California
$545K +$1.87K +26 +0.4%
CAM
327
Claret Asset Management
Quebec, Canada
$543K -$144 -2 -0%
FHA
328
Flagship Harbor Advisors
Massachusetts
$540K -$36.8K -511 -7%
JF
329
Jump Financial
Illinois
$532K +$519K +7,200 New
AWM
330
AE Wealth Management
Kansas
$529K +$91.1K +1,264 +21%
ICM
331
Ionic Capital Management
New York
$525K +$512K +7,107 New
AWM
332
Avondale Wealth Management
Texas
$521K +$223K +3,100 +78%
DT
333
Diversified Trust
Tennessee
$510K +$497K +6,901 New
ICP
334
Interchange Capital Partners
Pennsylvania
$509K +$72.8K +1,010 +17%
TCM
335
Teza Capital Management
Illinois
$475K +$464K +6,439 New
IWM
336
IHT Wealth Management
Illinois
$474K -$19.7K -273 -4%
WS
337
Wedbush Securities
California
$472K +$58.4K +810 +15%
JFG
338
Jefferies Financial Group
New York
$472K +$460K +6,388 New
AAS
339
Annex Advisory Services
Wisconsin
$470K
AAS
340
Avantax Advisory Services
Texas
$468K +$87.6K +1,216 +24%
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$461K -$50.9K -706 -10%
GAM
342
Gotham Asset Management
New York
$456K -$1.3M -17,995 -74%
AIM
343
Aigen Investment Management
New York
$455K +$444K +6,162 New
EMG
344
ETF Managers Group
New Jersey
$455K -$581K -8,062 -57%
LCM
345
Lattice Capital Management
Washington
$450K
VIM
346
Vinva Investment Management
Australia
$447K +$447K +6,204 New
CB
347
Commerce Bank
Missouri
$441K +$30.7K +426 +8%
Wealthfront Advisers
348
Wealthfront Advisers
California
$438K +$132K +1,834 +45%
SAM
349
Shell Asset Management
Netherlands
$432K -$8.57K -119 -2%
CWM
350
Concentrum Wealth Management
California
$429K

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.