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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
OAM
426
Ostrum Asset Management
France
$165K +$161K +2,239 New
HFM
427
Harvest Fund Management
China
$164K +$135K +1,875 +545%
NA
428
NewEdge Advisors
Louisiana
$162K -$108K -1,496 -40%
CI
429
CAZ Investments
Texas
$162K
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$157K
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$150K +$150K +2,076 New
SGA
432
Seaport Global Advisors
Massachusetts
$147K +$5.04K +70 +4%
LFG
433
Larson Financial Group
Missouri
$146K +$7.49K +104 +6%
AA
434
Ancora Advisors
Ohio
$133K -$8.43K -117 -6%
TCOV
435
Trust Company of Vermont
Vermont
$123K -$46.7K -648 -28%
MAM
436
Meeder Asset Management
Ohio
$119K -$2.47M -34,263 -96%
IPAM
437
ICICI Prudential Asset Management
India
$116K +$24.5K +340 +28%
CMF
438
Counterpoint Mutual Funds
California
$112K +$109K +1,518 New
MA
439
Montag & Associates
Georgia
$112K
BAM
440
Belpointe Asset Management
Nevada
$110K +$43.6K +605 +68%
CI Investments Inc
441
CI Investments Inc
Ontario, Canada
$109K -$3.75K -52 -3%
DZ Bank
442
DZ Bank
Germany
$102K +$7.21K +100 +8%
CP
443
Castleview Partners
Texas
$99.6K +$96.2K +1,335 +9,536%
MHR
444
Matthew Hamilton Rosenberg
$99.4K
BC
445
Belmont Capital
California
$96.4K
EDRH
446
Edmond de Rothschild Holding
Switzerland
$87.5K
PCM
447
Penserra Capital Management
California
$83K
PA
448
Parallel Advisors
California
$82.3K -$51.6K -716 -39%
HGERS
449
Householder Group Estate & Retirement Specialist
Arizona
$82K +$4.25K +59 +6%
CB
450
CNB Bank
Pennsylvania
$81K -$19.5K -270 -20%

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.