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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
NFSG
376
Newbridge Financial Services Group
Florida
$318K -$28.8K -400 -8%
BCV
377
Banque Cantonale Vaudoise
Switzerland
$317K -$27.5K -381 -8%
National Bank of Canada
378
National Bank of Canada
Quebec, Canada
$313K -$179K -2,491 -37%
PCMC
379
Paragon Capital Management (Colorado)
Colorado
$307K
GS
380
Gagnon Securities
New York
$305K -$62.9M -872,648 -100%
AAM
381
Azzad Asset Management
Virginia
$304K -$10.7K -149 -3%
MC
382
Maverick Capital
Texas
$303K +$296K +4,110 New
LNC
383
Lincoln National Corp
Pennsylvania
$300K +$54K +750 +23%
SAM
384
SP Asset Management
California
$299K
ODIJL
385
One Day In July LLC
Vermont
$297K -$36K -500 -11%
Truist Financial
386
Truist Financial
North Carolina
$297K +$2.16K +30 +0.8%
SC
387
Sepio Capital
Utah
$294K -$7.35K -102 -2%
EM
388
Excalibur Management
Massachusetts
$293K -$1.08K -15 -0.4%
TC
389
Truvestments Capital
Florida
$292K +$52.1K +723 +22%
AMR
390
Asset Management Resources
Massachusetts
$288K +$66.6K +925 +31%
IUHSA
391
Itau Unibanco Holding S.A.
Brazil
$276K +$63.3K +878 +31%
MGP
392
Metis Global Partners
California
$275K +$269K +3,729 New
SDH
393
Sloy Dahl & Holst
Washington
$274K -$2.45K -34 -0.9%
VRM
394
Vectors Research Management
New York
$274K -$2.95K -41 -1%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$273K -$35K -486 -12%
VVP
396
Venture Visionary Partners
Ohio
$268K +$261K +3,628 New
HC
397
HNP Capital
New York
$267K -$6.99K -97 -3%
PCM
398
Prelude Capital Management
New York
$263K +$256K +3,558 New
OR
399
Olympiad Research
Connecticut
$259K +$253K +3,505 New
CCG
400
Ceeto Capital Group
Florida
$255K

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.