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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
PWA
401
Phoenix Wealth Advisors
North Carolina
$251K -$5.12K -71 -2%
PFO
402
Pathstone Family Office
New Jersey
$243K -$505K -7,009 -68%
NB
403
Norinchukin Bank
Japan
$242K +$7.71K +107 +3%
PI
404
PFG Investments
New York
$236K +$231K +3,201 New
SPA
405
Sherbrooke Park Advisers
New York
$236K -$93.7K -1,300 -29%
PFS
406
Prospera Financial Services
Texas
$235K +$2.81K +39 +1%
FHA
407
First Horizon Advisors
Tennessee
$231K +$19.9K +276 +10%
GSC
408
Ground Swell Capital
South Carolina
$226K +$220K +3,059 New
EI
409
Ellevest Inc
New York
$226K +$41.4K +575 +23%
DF
410
Donoghue Forlines
Massachusetts
$225K -$16.6K -230 -7%
DCM
411
DGS Capital Management
New Jersey
$223K -$151K -2,096 -41%
CWM
412
CIBC World Markets
New York
$218K -$23.3M -322,973 -99%
SPC
413
Sigma Planning Corp
Michigan
$216K +$211K +2,922 New
MCM
414
MAI Capital Management
Ohio
$215K -$6.56K -91 -3%
VCP
415
Verus Capital Partners
Arizona
$210K +$205K +2,850 New
YCM
416
Yousif Capital Management
Michigan
$210K +$205K +2,844 New
SM
417
STF Management
Texas
$209K +$204K +2,837 New
AAS
418
Ameritas Advisory Services
Nebraska
$209K -$4.9K -68 -2%
EWA
419
EverSource Wealth Advisors
Alabama
$208K +$45.4K +630 +29%
SPIA
420
Steward Partners Investment Advisory
New York
$202K +$56.8K +788 +41%
HCA
421
Harbor Capital Advisors
Illinois
$188K -$211K -2,926 -53%
CUAMC
422
China Universal Asset Management Company
China
$186K +$5.33K +74 +3%
LC
423
Lindbrook Capital
California
$174K -$7.85K -109 -4%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$169K +$32.1K +445 +24%
S
425
SignatureFD
Georgia
$168K -$16.3K -226 -9%

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.