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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
376
Wiser Advisor Group
Arizona
$481K +$121K +1,522 +30%
ACH
377
ArrowMark Colorado Holdings
Colorado
$480K -$502K -6,300 -49%
EFG
378
Everhart Financial Group
Ohio
$479K +$31.1K +390 +6%
GC
379
Guggenheim Capital
Illinois
$476K -$44.6K -560 -8%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$469K -$1.13M -14,220 -69%
FPAS
381
Focus Partners Advisor Solutions
Missouri
$469K +$238K +2,984 +89%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$468K
EAM
383
Empirical Asset Management
Massachusetts
$465K +$286K +3,588 +132%
SPA
384
Sherbrooke Park Advisers
New York
$465K +$165K +2,071 +49%
OL
385
Optas LLC
Texas
$463K +$500K +6,277 New
AAS
386
Annex Advisory Services
Wisconsin
$462K -$956 -12 -0.2%
OCBCO
387
Oversea-Chinese Banking Corp (OCBC)
Singapore
$451K -$1.16M -14,526 -70%
MAM
388
Milestone Asset Management
Pennsylvania
$450K +$486K +6,103 New
AWA
389
Aaron Wealth Advisors
Illinois
$444K +$75.3K +945 +19%
PIA
390
Prakash Investment Advisors
Massachusetts
$443K -$478K -6,000 -50%
AIM
391
Alhambra Investment Management
Florida
$443K -$275K -3,451 -36%
Truist Financial
392
Truist Financial
North Carolina
$440K -$12.9K -162 -3%
ACA
393
Atlas Capital Advisors
Wyoming
$437K -$420K -5,273 -47%
KAS
394
Kestra Advisory Services
Texas
$436K -$20.7K -260 -4%
HCM
395
Helios Capital Management
Singapore
$435K
BMCM
396
Burns Matteson Capital Management
New York
$428K +$14.1K +177 +3%
CL
397
CSS LLC
Illinois
$418K -$100K -1,260 -18%
DIM
398
DC Investments Management
Virginia
$417K +$451K +5,653 New
CHAM
399
Clear Harbor Asset Management
Connecticut
$414K
PA
400
PharVision Advisers
Florida
$413K +$447K +5,605 New

ZM Hedge Fund Activity: Q1 2025 in Review

711 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2025, worth a combined $13.6B — down 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ZM positions and 93 closed out — a net gain of 3 holders — while 280 added to existing stakes and 207 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Fidelity Investments, cutting an estimated $257M.

  • 711 institutional investors held Zoom (ZM) as of Q1 2025, down from 715 in Q4 2024.
  • Funds reported $13.6B of Zoom stock for Q1 2025, down 11% quarter-over-quarter.
  • 96 funds opened new Zoom positions in Q1 2025 and 93 closed out, a net change of +3 holders.
  • The largest Zoom buyer in Q1 2025 was JP Morgan Chase, an estimated $281M added.
  • The largest Zoom seller in Q1 2025 was Fidelity Investments, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2025.