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656 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 224 increasing their positions, 223 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more call options, than puts

Call options by funds: $604M | Put options by funds: $593M

0% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 223

7% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 101

1.09% less ownership

Funds ownership: 69.36%68.27% (-1.1%)

3% less funds holding

Funds holding: 673656 (-17)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

Holders
656
Holders Change
-17
Holders Change %
-2.53%
% of All Funds
9.47%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
224
Reduced
223
Closed
101
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$337M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
351
QRG Capital Management
Illinois
$412K -$154K -2,502 -26%
BFM
352
Boothbay Fund Management
New York
$411K +$140K +2,275 +49%
SW
353
SteelPeak Wealth
California
$411K -$546K -8,893 -56%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$409K -$58.6K -954 -15%
CFGS
355
Concourse Financial Group Securities
Alabama
$405K +$109K +1,782 +35%
CCP
356
Clarity Capital Partners
California
$402K -$56.2K -915 -12%
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$401K +$161K +2,629 +63%
TRCT
358
Tower Research Capital (TRC)
New York
$399K +$369K +6,012 +832%
IWM
359
IHT Wealth Management
Illinois
$397K +$24K +391 +6%
Pathstone Holdings
360
Pathstone Holdings
New Jersey
$391K +$111K +1,807 +38%
BC
361
Bridgefront Capital
Texas
$384K +$399K +6,496 New
CW
362
CreativeOne Wealth
Kansas
$380K +$395K +6,425 New
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$376K +$20K +325 +5%
OQS
364
Occudo Quantitative Strategies
Florida
$376K +$188K +3,068 +94%
AAS
365
Avantax Advisory Services
Texas
$373K +$10.7K +174 +3%
AAS
366
Annex Advisory Services
Wisconsin
$372K
AI
367
Atom Investors
Texas
$368K -$961K -15,651 -72%
PCM
368
Prelude Capital Management
New York
$364K -$61.2K -996 -14%
UM
369
UniSuper Management
Australia
$355K +$154K +2,500 +71%
NA
370
NewEdge Advisors
Louisiana
$354K -$177K -2,881 -33%
HCM
371
Helios Capital Management
Singapore
$349K
SM
372
Sciencast Management
New Jersey
$336K -$598K -9,736 -63%
WIM
373
WealthPlan Investment Management
Nebraska
$330K -$38.9K -634 -10%
CL
374
COWA LLC
Oklahoma
$323K -$49.6K -808 -13%
AC
375
Avestar Capital
New York
$321K +$333K +5,419 New

ZM Hedge Fund Activity: Q2 2024 in Review

656 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2024, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of ZM and 94 opened new positions — a net loss of 7 holders — while 223 trimmed existing stakes and 224 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $318M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $279M sold.

  • 656 institutional investors held Zoom (ZM) as of Q2 2024, down from 673 in Q1 2024.
  • Funds reported $10.6B of Zoom stock for Q2 2024, down 10% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q2 2024 and 101 closed out, a net change of -7 holders.
  • The largest Zoom buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $318M added.
  • The largest Zoom seller in Q2 2024 was Alkeon Capital Management, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2024.