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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
AGM
376
Alpine Global Management
New York
$319K +$331K +5,381 New
VI
377
Vestcor Inc
New Brunswick, Canada
$309K
MFG
378
Merit Financial Group
Georgia
$308K +$53K +863 +20%
SFG
379
Synergy Financial Group
California
$306K +$23.6K +384 +8%
AFG
380
Atomi Financial Group
New York
$306K +$20.8K +339 +7%
JCIA
381
Jackson Creek Investment Advisors
Colorado
$301K +$106K +1,727 +52%
Truist Financial
382
Truist Financial
North Carolina
$296K +$307K +5,001 New
CWM
383
Concentrum Wealth Management
California
$293K -$123 -2 -0%
LCM
384
Laurion Capital Management
New York
$291K +$302K +4,920 New
PFM
385
Privium Fund Management
Netherlands
$287K +$302K +4,915 New
IWC
386
Integrated Wealth Concepts
Massachusetts
$285K +$1.84K +30 +0.6%
FIM
387
Freedom Investment Management
Connecticut
$282K +$293K +4,765 New
MFG
388
Midwest Financial Group
Kansas
$279K -$19.4K -315 -6%
ML
389
McAdam LLC
Pennsylvania
$272K +$282K +4,594 New
DF
390
Donoghue Forlines
Massachusetts
$267K +$8.78K +143 +3%
PWA
391
Prairie Wealth Advisors
Nebraska
$267K -$19.8K -323 -7%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$265K +$26.2K +426 +11%
FHA
393
Flagship Harbor Advisors
Massachusetts
$265K -$31.1K -506 -10%
MIM
394
MetLife Investment Management
New Jersey
$264K -$34.7K -565 -11%
EM
395
Excalibur Management
Massachusetts
$257K +$14.3K +232 +6%
BCV
396
Banque Cantonale Vaudoise
Switzerland
$254K +$43K +700 +19%
OR
397
Olympiad Research
Connecticut
$249K +$258K +4,208 New
RFM
398
Royal Fund Management
Florida
$249K -$2.54M -41,400 -91%
MFG
399
Menard Financial Group
Texas
$247K +$256K +4,165 New
PI
400
PEAK6 Investments
Illinois
$244K -$3.81M -62,074 -94%

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.