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715 hedge funds and large institutions have $15.3B invested in Zoom in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 242 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 82

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

45% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.05B

23% more capital invested

Capital invested by funds: $12.5B → $15.3B (+$2.88B)

13% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 214

7% more funds holding

Funds holding: 666715 (+49)

3.41% more ownership

Funds ownership: 68.26%71.66% (+3.4%)

Holders
715
Holders Change
+49
Holders Change %
+7.36%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
144
Increased
242
Reduced
214
Closed
82
Calls
$1.52B
Puts
$1.05B
Net Calls
+$477M
Net Calls Change
+$372M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
426
Freedom Investment Management
Connecticut
$354K -$8.57K -109 -2%
MGP
427
Metis Global Partners
California
$351K +$20K +254 +6%
ECM
428
Everence Capital Management
Indiana
$346K +$333K +4,240 New
SPA
429
Sherbrooke Park Advisers
New York
$345K -$107K -1,358 -24%
FFM
430
Forum Financial Management
Illinois
$345K +$332K +4,221 New
AG
431
Algert Global
California
$344K -$442K -5,620 -57%
MFG
432
Midwest Financial Group
Kansas
$339K -$20.4K -260 -6%
CPA
433
Capital Performance Advisors
California
$339K +$121K +1,535 +59%
C
434
Covestor
United Kingdom
$333K -$54.7K -696 -15%
OTL
435
Oak Thistle LLC
New York
$331K -$296K -3,770 -48%
PNC Financial Services Group
436
PNC Financial Services Group
Pennsylvania
$330K +$13.2K +168 +4%
LFA
437
Legacy Financial Advisors
Kentucky
$326K
AP
438
Americana Partners
Texas
$325K -$39.3K -500 -11%
ODIJL
439
One Day In July LLC
Vermont
$325K -$3.22K -41 -1%
SQA
440
Simon Quick Advisors
New Jersey
$320K +$308K +3,917 New
AAIS
441
ABN AMRO Investment Solutions
$317K +$66.7K +849 +28%
C
442
Certuity
Florida
$315K +$304K +3,866 New
CPIG
443
Chicago Partners Investment Group
Illinois
$315K +$310K +3,946 New
EM
444
Excalibur Management
Massachusetts
$313K -$5.11K -65 -2%
KCP
445
Kera Capital Partners
California
$311K +$300K +3,811 New
CL
446
Choreo LLC
Illinois
$308K +$293K +3,724 New
AWM
447
Ariadne Wealth Management
California
$301K +$1.1K +14 +0.4%
PWA
448
Prairie Wealth Advisors
Nebraska
$297K -$14.2K -180 -5%
TWC
449
TD Waterhouse Canada
Ontario, Canada
$295K +$260K +3,304 +1,066%
S
450
SignatureFD
Georgia
$290K +$8.33K +106 +3%

ZM Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2024, worth a combined $15.3B — up 23% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new ZM positions and 82 closed out — a net gain of 62 holders — while 242 added to existing stakes and 214 trimmed.

The largest buyer was Norges Bank, adding an estimated $252M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $72.8M.

  • 715 institutional investors held Zoom (ZM) as of Q4 2024, up from 666 in Q3 2024.
  • Funds reported $15.3B of Zoom stock for Q4 2024, up 23% quarter-over-quarter.
  • 144 funds opened new Zoom positions in Q4 2024 and 82 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2024 was Norges Bank, an estimated $252M added.
  • The largest Zoom seller in Q4 2024 was Qube Research & Technologies (QRT), an estimated $72.8M sold.

Based on aggregated 13F filings for Q4 2024.