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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
TMAM
351
Tokio Marine Asset Management
Japan
$512K +$34.8K +522 +7%
CCP
352
Clarity Capital Partners
California
$503K -$324K -4,867 -39%
Credit Agricole
353
Credit Agricole
France
$499K -$10.3K -155 -2%
HHGC
354
Hunting Hill Global Capital
New York
$497K +$507K +7,607 New
CF
355
Cantor Fitzgerald
New York
$495K
IAIM
356
International Assets Investment Management
Florida
$494K -$31.7K -475 -6%
Bank Julius Baer & Co
357
Bank Julius Baer & Co
Switzerland
$479K -$54.4K -816 -10%
Corient Private Wealth
358
Corient Private Wealth
Florida
$479K +$10.8K +162 +2%
VPIM
359
Vanguard Personalized Indexing Management
California
$474K +$66.2K +993 +16%
AP
360
Adero Partners
California
$473K +$2.8K +42 +0.6%
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$472K +$1.07K +16 +0.2%
DAS
362
Dynamic Advisor Solutions
Arizona
$468K +$7.93K +119 +2%
VCP
363
Verus Capital Partners
Arizona
$468K +$235K +3,528 +97%
PCM
364
Prelude Capital Management
New York
$467K +$476K +7,141 New
GSIAS
365
Garden State Investment Advisory Services
New Jersey
$464K -$11K -165 -2%
CG
366
Cutler Group
California
$464K +$474K +7,107 New
PCA
367
Pallas Capital Advisors
Massachusetts
$453K +$462K +6,933 New
YIH
368
Y-Intercept (HK)
Hong Kong
$428K -$3.97M -59,607 -90%
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$417K +$147K +2,198 +52%
IWM
370
IHT Wealth Management
Illinois
$413K -$48.5K -728 -10%
CA
371
Cetera Advisors
Colorado
$412K +$144K +2,160 +52%
AAS
372
Annex Advisory Services
Wisconsin
$411K +$1.33K +20 +0.3%
TPA
373
Trivium Point Advisory
Connecticut
$410K +$418K +6,274 New
CL
374
COWA LLC
Oklahoma
$410K +$41.5K +623 +11%
WIM
375
WealthPlan Investment Management
Nebraska
$406K +$2.53K +38 +0.6%

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.