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673 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 268 increasing their positions, 187 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 187

2.34% less ownership

Funds ownership: 71.7%69.36% (-2.3%)

3% less funds holding

Funds holding: 697673 (-24)

11% less capital invested

Capital invested by funds: $13.3B → $11.8B (-$1.46B)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

33% less call options, than puts

Call options by funds: $651M | Put options by funds: $978M

Holders
673
Holders Change
-24
Holders Change %
-3.44%
% of All Funds
9.69%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
83
Increased
268
Reduced
187
Closed
98
Calls
$651M
Puts
$978M
Net Calls
-$327M
Net Calls Change
+$87.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
401
Swiss Life Asset Management
$317K -$103K -1,542 -24%
PWA
402
Prairie Wealth Advisors
Nebraska
$316K +$322K +4,827 New
AFG
403
Atomi Financial Group
New York
$315K +$322K +4,825 New
Pathstone Holdings
404
Pathstone Holdings
New Jersey
$313K -$170K -2,547 -35%
SFG
405
Synergy Financial Group
California
$313K +$21.9K +329 +7%
IWC
406
Integrated Wealth Concepts
Massachusetts
$313K +$83.1K +1,247 +35%
BFM
407
Boothbay Fund Management
New York
$305K +$75K +1,125 +32%
OAM
408
Oxford Asset Management
United Kingdom
$304K +$310K +4,656 New
HFM
409
Harvest Fund Management
China
$297K +$287K +4,310 +1,850%
SAM
410
SP Asset Management
California
$291K
DF
411
Donoghue Forlines
Massachusetts
$286K +$74.9K +1,124 +35%
WC
412
Weil Company
California
$277K +$4.6K +69 +2%
OTL
413
Oak Thistle LLC
New York
$274K -$324K -4,855 -54%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$271K -$151K -2,262 -35%
PTC
415
Petrus Trust Company
Texas
$270K +$23.6K +354 +9%
EM
416
Excalibur Management
Massachusetts
$269K +$5.33K +80 +2%
MFG
417
Merit Financial Group
Georgia
$268K +$289K +4,335 New
LWA
418
Lowe Wealth Advisors
Maryland
$265K -$13.3K -200 -5%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$265K -$75.3K -1,129 -22%
ODIJL
420
One Day In July LLC
Vermont
$263K
LFA
421
Legacy Financial Advisors
Kentucky
$261K
PIA
422
Panoramic Investment Advisors
Colorado
$261K
Jacobs Levy Equity Management
423
Jacobs Levy Equity Management
New Jersey
$260K +$265K +3,970 New
AWM
424
Avitas Wealth Management
California
$256K -$2.2K -33 -0.8%
GAA
425
Global Assets Advisory
Florida
$254K +$1.1M +16,441 New

ZM Hedge Fund Activity: Q1 2024 in Review

673 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2024, worth a combined $11.8B — down 11% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of ZM and 83 opened new positions — a net loss of 15 holders — while 187 trimmed existing stakes and 268 added.

The largest buyer was AQR Capital Management, adding an estimated $150M. The largest seller was Public Investment Fund, exiting entirely with an estimated $338M sold.

  • 673 institutional investors held Zoom (ZM) as of Q1 2024, down from 697 in Q4 2023.
  • Funds reported $11.8B of Zoom stock for Q1 2024, down 11% quarter-over-quarter.
  • 83 funds opened new Zoom positions in Q1 2024 and 98 closed out, a net change of -15 holders.
  • The largest Zoom buyer in Q1 2024 was AQR Capital Management, an estimated $150M added.
  • The largest Zoom seller in Q1 2024 was Public Investment Fund, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.