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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
ODIJL
401
One Day In July LLC
Vermont
$238K
GSIAS
402
Garden State Investment Advisory Services
New Jersey
$238K -$190K -3,089 -43%
LFA
403
Legacy Financial Advisors
Kentucky
$237K
CL
404
CSS LLC
Illinois
$237K +$246K +4,000 New
WS
405
Wedbush Securities
California
$228K -$123K -2,006 -34%
C
406
Covestor
United Kingdom
$225K +$110K +1,786 +89%
MGP
407
Metis Global Partners
California
$224K +$20.9K +340 +10%
EFG
408
Everhart Financial Group
Ohio
$219K +$227K +3,703 New
SLAM
409
Swiss Life Asset Management
$215K -$74.5K -1,212 -25%
YCM
410
Yousif Capital Management
Michigan
$215K +$18.5K +301 +9%
VRM
411
Vectors Research Management
New York
$214K -$369 -6 -0.2%
SWP
412
Stratos Wealth Partners
Ohio
$211K -$10.2K -166 -4%
MWM
413
Meridian Wealth Management
Kentucky
$211K +$219K +3,563 New
PP
414
Prudential plc
United Kingdom
$211K +$219K +3,562 New
II
415
Ibex Investors
Colorado
$207K +$215K +3,500 New
AP
416
Americana Partners
Texas
$207K -$19.6K -319 -8%
IAA
417
Independent Advisor Alliance
North Carolina
$204K -$16.9K -275 -7%
NPT
418
National Philanthropic Trust
Pennsylvania
$203K
MYAM
419
Meiji Yasuda Asset Management
Japan
$202K
Two Sigma Investments
420
Two Sigma Investments
New York
$202K -$175M -2,842,439 -100%
KI
421
Kapitalo Investimentos
Brazil
$200K +$208K +3,385 New
CL
422
Choreo LLC
Illinois
$200K +$208K +3,382 New
RIM
423
Rakuten Investment Management
Japan
$199K +$79.1K +1,288 +61%
S
424
SignatureFD
Georgia
$181K -$28.1K -457 -13%
MS
425
Mizuho Securities
Japan
$180K +$169K +2,750 +948%

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.