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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
PMAM
426
Picton Mahoney Asset Management
Ontario, Canada
$158K +$164K +2,669 New
Comerica Bank
427
Comerica Bank
Texas
$154K -$145K -2,356 -47%
BTI
428
Blue Trust Inc
Georgia
$153K +$130K +2,124 +961%
FFA
429
Farther Finance Advisors
California
$152K +$147K +2,401 +1,520%
SMFG
430
Sumitomo Mitsui Financial Group
Japan
$144K -$51.2K -833 -25%
FIA
431
FNY Investment Advisers
New York
$134K +$139K +2,266 New
US Bancorp
432
US Bancorp
Minnesota
$132K +$16.8K +274 +14%
SOW
433
State of Wyoming
Wyoming
$125K +$129K +2,104 New
HI
434
Harbour Investments
Wisconsin
$121K -$4.85K -79 -4%
National Bank of Canada
435
National Bank of Canada
Quebec, Canada
$119K -$2.38M -38,799 -95%
VAMG
436
Voisard Asset Management Group
Michigan
$118K +$123K +2,000 New
WAG
437
Wiser Advisor Group
Arizona
$116K +$121K +1,965 New
CF
438
Corebridge Financial
Texas
$113K +$118K +1,915 New
QL
439
Quarry LP
New York
$106K +$46.6K +758 +73%
EWA
440
EverSource Wealth Advisors
Alabama
$102K +$42.5K +692 +70%
CA
441
Clearstead Advisors
Ohio
$93.8K +$91.8K +1,495 +1,680%
CCG
442
Ceeto Capital Group
Florida
$86K
SPIA
443
Steward Partners Investment Advisory
New York
$82.3K -$16.5K -268 -16%
AAP
444
Arax Advisory Partners
Colorado
$81K +$84.1K +1,369 New
AA
445
Ancora Advisors
Ohio
$78.5K -$9.03K -147 -10%
BC
446
Belmont Capital
California
$77.3K
PCM
447
Penserra Capital Management
California
$73K +$3.44K +56 +5%
NFSG
448
Newbridge Financial Services Group
Florida
$71.3K -$5.53K -90 -7%
CP
449
Castleview Partners
Texas
$69.4K -$163K -2,650 -69%
CI
450
CAZ Investments
Texas
$59K

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.