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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
426
US Bancorp
Minnesota
$341K +$89.5K +1,123 +32%
LSA
427
Lansing Street Advisors
Pennsylvania
$340K +$159 +2 +0%
KCP
428
Kera Capital Partners
California
$339K +$63K +791 +21%
CPA
429
Capital Performance Advisors
California
$339K +$35.5K +446 +11%
SFC
430
SYM Financial Corp
Indiana
$335K -$2.95K -37 -0.8%
C
431
Certuity
Florida
$334K +$51.6K +648 +17%
YCM
432
Yousif Capital Management
Michigan
$328K +$85.8K +1,076 +32%
FFM
433
Forum Financial Management
Illinois
$314K +$3.11K +39 +0.9%
KPWS
434
Kestra Private Wealth Services
Texas
$308K +$333K +4,178 New
CPIG
435
Chicago Partners Investment Group
Illinois
$306K -$4.86K -61 -2%
CC
436
Centiva Capital
New York
$304K +$329K +4,122 New
ODIJL
437
One Day In July LLC
Vermont
$301K +$7.97K +100 +3%
DO
438
denkapparat Operations
Germany
$296K +$79.4K +996 +33%
MFG
439
Midwest Financial Group
Kansas
$296K -$12K -150 -4%
LFA
440
Legacy Financial Advisors
Kentucky
$295K
CI
441
Corient IA
Florida
$295K +$319K +4,000 New
PCM
442
Prelude Capital Management
New York
$294K -$155K -1,951 -33%
NAM
443
NorthCrest Asset Manangement
Minnesota
$287K +$30.2K +379 +11%
VWM
444
Venturi Wealth Management
Texas
$283K +$107K +1,340 +54%
EM
445
Excalibur Management
Massachusetts
$282K -$1.59K -20 -0.5%
CA
446
Claro Advisors
Massachusetts
$276K +$16K +201 +6%
SQA
447
Simon Quick Advisors
New Jersey
$273K -$17.1K -215 -5%
VCM
448
Versant Capital Management
Arizona
$271K +$173K +2,169 +144%
CF
449
Cantor Fitzgerald
New York
$265K -$272K -3,418 -49%
C
450
Covestor
United Kingdom
$263K -$41.3K -518 -13%

ZM Hedge Fund Activity: Q1 2025 in Review

711 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2025, worth a combined $13.6B — down 11% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ZM positions and 93 closed out — a net gain of 3 holders — while 280 added to existing stakes and 207 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Fidelity Investments, cutting an estimated $257M.

  • 711 institutional investors held Zoom (ZM) as of Q1 2025, down from 715 in Q4 2024.
  • Funds reported $13.6B of Zoom stock for Q1 2025, down 11% quarter-over-quarter.
  • 96 funds opened new Zoom positions in Q1 2025 and 93 closed out, a net change of +3 holders.
  • The largest Zoom buyer in Q1 2025 was JP Morgan Chase, an estimated $281M added.
  • The largest Zoom seller in Q1 2025 was Fidelity Investments, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2025.