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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
WPC
426
Wedmont Private Capital
Pennsylvania
$253K +$264K +3,968 New
CP
427
Castleview Partners
Texas
$250K -$1.33K -20 -0.5%
AP
428
Americana Partners
Texas
$249K -$4.6K -69 -2%
SCM
429
Stevens Capital Management
Pennsylvania
$246K +$250K +3,756 New
SWP
430
Stratos Wealth Partners
Ohio
$244K -$17.6K -264 -7%
IAA
431
Independent Advisor Alliance
North Carolina
$243K +$37.9K +569 +18%
VRM
432
Vectors Research Management
New York
$237K +$600 +9 +0.2%
BCV
433
Banque Cantonale Vaudoise
Switzerland
$235K +$172K +2,584 +255%
S
434
SignatureFD
Georgia
$230K +$36.5K +547 +18%
UM
435
UniSuper Management
Australia
$229K +$127K +1,900 +119%
BI
436
Bramshill Investments
Florida
$229K +$233K +3,500 New
CC
437
Courier Capital
New York
$228K +$2.4K +36 +1%
MGP
438
Metis Global Partners
California
$225K -$9K -135 -4%
NPT
439
National Philanthropic Trust
Pennsylvania
$224K -$9.8K -147 -4%
MYAM
440
Meiji Yasuda Asset Management
Japan
$223K +$227K +3,413 New
JCIA
441
Jackson Creek Investment Advisors
Colorado
$219K +$223K +3,352 New
YCM
442
Yousif Capital Management
Michigan
$217K +$20.2K +303 +10%
CC
443
Corton Capital
Ontario, Canada
$217K -$249K -3,739 -53%
SMFG
444
Sumitomo Mitsui Financial Group
Japan
$216K +$60K +900 +38%
OQS
445
Occudo Quantitative Strategies
Florida
$214K -$168K -2,514 -43%
SC
446
Sepio Capital
Utah
$213K -$40.6K -609 -16%
SEC
447
Seven Eight Capital
New York
$208K -$1.6M -24,021 -88%
SP
448
Systematic Portfolios
New York
$204K +$70.7K +1,061 New
AS
449
Altshuler Shaham
Israel
$196K +$200K +3,000 New
CUAMC
450
China Universal Asset Management Company
China
$160K

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.