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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
326
FORA Capital
Florida
$803K -$2.4M -30,056 -73%
WW
327
Winnow Wealth
Texas
$798K +$208K +2,614 +32%
MML Investors Services
328
MML Investors Services
Massachusetts
$794K -$562K -7,048 -40%
PWM
329
Perigon Wealth Management
California
$788K -$16.8K -211 -2%
Wealthfront Advisers
330
Wealthfront Advisers
California
$775K -$141K -1,774 -14%
LSA
331
Leonteq Securities AG
Switzerland
$772K -$1.01M -12,623 -55%
WC
332
Wynn Capital
Georgia
$752K +$12.8K +160 +2%
PIM
333
Plato Investment Management
Australia
$745K -$2.15K -27 -0.3%
HIM
334
Hillsdale Investment Management
Ontario, Canada
$745K +$18.3K +230 +2%
SMTF
335
Sphera Management Technology Funds
Israel
$738K
DLHL
336
Donald L. Hagan LLC
Florida
$708K +$28.5K +358 +4%
AIM
337
Achmea Investment Management
Netherlands
$708K -$106K -1,331 -12%
CAM
338
Claret Asset Management
Quebec, Canada
$696K +$159 +2 +0%
ATPW
339
Ashton Thomas Private Wealth
Arizona
$679K +$206K +2,583 +39%
EWA
340
EP Wealth Advisors
California
$666K -$6.69K -84 -0.9%
CCIA
341
Campbell & Co Investment Adviser
Maryland
$662K -$102K -1,285 -13%
TMAM
342
Tokio Marine Asset Management
Japan
$655K +$36.3K +456 +5%
IWC
343
Integrated Wealth Concepts
Massachusetts
$651K -$3.21M -40,242 -82%
BHCM
344
Brevan Howard Capital Management
Jersey
$646K -$2.13M -26,768 -75%
Pathstone Holdings
345
Pathstone Holdings
New Jersey
$645K +$7.65K +96 +1%
SSA
346
Schonfeld Strategic Advisors
New York
$626K -$1.72M -21,604 -72%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$625K +$8.37K +105 +1%
GGS
348
Galvin Gaustad & Stein
Arizona
$617K -$1.55M -19,416 -70%
IP
349
Intellectus Partners
California
$595K -$15.9K -200 -2%
NA
350
NewEdge Advisors
Louisiana
$591K +$91.9K +1,153 +17%

ZM Hedge Fund Activity: Q1 2025 in Review

711 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2025, worth a combined $13.6B — down 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ZM positions and 93 closed out — a net gain of 3 holders — while 280 added to existing stakes and 207 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Fidelity Investments, cutting an estimated $257M.

  • 711 institutional investors held Zoom (ZM) as of Q1 2025, down from 715 in Q4 2024.
  • Funds reported $13.6B of Zoom stock for Q1 2025, down 11% quarter-over-quarter.
  • 96 funds opened new Zoom positions in Q1 2025 and 93 closed out, a net change of +3 holders.
  • The largest Zoom buyer in Q1 2025 was JP Morgan Chase, an estimated $281M added.
  • The largest Zoom seller in Q1 2025 was Fidelity Investments, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2025.