We are live on ! Find out more

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
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$426K -$61.3K -851 -13%
SFG
352
Synergy Financial Group
California
$425K
DAS
353
Dynamic Advisor Solutions
Arizona
$422K +$412K +5,717 New
US Bancorp
354
US Bancorp
Minnesota
$417K +$198K +2,744 +94%
WIM
355
WealthPlan Investment Management
Nebraska
$410K +$78.3K +1,087 +24%
AS
356
AM Squared
Hong Kong
$406K +$396K +5,500 New
EW
357
Evoke Wealth
California
$404K -$2.02K -28 -0.5%
TMAM
358
Tokio Marine Asset Management
Japan
$402K +$71.8K +996 +22%
AIP
359
Ameritas Investment Partners
Nebraska
$394K
AIMCA
360
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$391K +$382K +5,300 New
BMSSC
361
B. Metzler seel. Sohn & Co
Germany
$375K +$70.1K +973 +24%
MFG
362
Midwest Financial Group
Kansas
$373K +$364K +5,050 New
VWA
363
V Wealth Advisors
Kansas
$372K +$43.1K +598 +13%
VanEck Associates
364
VanEck Associates
New York
$367K -$228K -3,169 -39%
GSIAS
365
Garden State Investment Advisory Services
New Jersey
$365K +$356K +4,947 New
SSA
366
Schonfeld Strategic Advisors
New York
$362K -$964K -13,378 -73%
LTAS
367
Linden Thomas Advisory Services
North Carolina
$348K +$19K +264 +6%
KOC
368
Koss-Olinger Consulting
Florida
$348K
MS
369
Mizuho Securities
Japan
$348K -$396K -5,500 -54%
CFA
370
Compass Financial Advisors
Indiana
$345K +$85K +1,179 +34%
CW
371
CreativeOne Wealth
Kansas
$342K -$3.24K -45 -1%
KAS
372
Kestra Advisory Services
Texas
$337K -$99.9K -1,386 -23%
EF
373
Empowered Funds
Pennsylvania
$324K +$316K +4,390 New
IAA
374
Independent Advisor Alliance
North Carolina
$323K +$315K +4,376 New
TIAM2
375
Tru Independence Asset Management 2
Oregon
$319K +$311K +4,323 New

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.