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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
PL
326
Perpetual Ltd
Australia
$657K +$670K +10,050 New
DADC
327
D.A. Davidson & Co
Montana
$641K +$81.6K +1,224 +14%
MSE
328
MUFG Securities EMEA
United Kingdom
$626K -$2.66M -39,970 -81%
SSA
329
Schonfeld Strategic Advisors
New York
$621K -$756K -11,349 -54%
QCM
330
QRG Capital Management
Illinois
$619K -$34.3K -515 -5%
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$615K -$95.6K -1,435 -13%
IIM
332
INTECH Investment Management
Florida
$615K -$24.1K -362 -4%
CM
333
CastleKnight Management
New York
$614K
MML Investors Services
334
MML Investors Services
Massachusetts
$613K +$30.8K +462 +5%
MFAM
335
Motley Fool Asset Management
Virginia
$593K +$59K +885 +11%
WC
336
Wynn Capital
Georgia
$581K +$18.9K +284 +3%
NA
337
NewEdge Advisors
Louisiana
$579K +$205K +3,071 +53%
IFG
338
Independent Financial Group
California
$575K -$18.9K -284 -3%
MS
339
Maven Securities
Jersey
$567K +$578K +8,669 New
JSL
340
JT Stratford LLC
Georgia
$562K +$573K +8,601 New
LWM
341
Lyell Wealth Management
California
$556K -$67.1K -1,007 -11%
PIM
342
Plato Investment Management
Australia
$548K +$473K +7,097 +549%
GA
343
GraniteShares Advisors
New York
$539K +$20.7K +311 +4%
Teacher Retirement System of Texas
344
Teacher Retirement System of Texas
Texas
$536K -$184K -2,761 -25%
ASN
345
Advisory Services Network
Georgia
$531K -$129K -1,931 -19%
CAM
346
Claret Asset Management
Quebec, Canada
$526K -$10.6K -159 -2%
HIM
347
Hillsdale Investment Management
Ontario, Canada
$521K +$40K +600 +8%
KLC
348
Knowledge Leaders Capital
Colorado
$516K -$8.6K -129 -2%
BA
349
Bristlecone Advisors
Washington
$513K +$24.1K +362 +5%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$512K +$375K +5,623 +254%

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.