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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
First Manhattan
451
First Manhattan
New York
$69K
KM
452
Kalos Management
Georgia
$66.7K +$65.1K +903 New
HI
453
Harbour Investments
Wisconsin
$63.6K -$6.12K -85 -9%
TWC
454
TD Waterhouse Canada
Ontario, Canada
$63.5K +$9.94K +138 +22%
AAM
455
Advisors Asset Management
Colorado
$60.7K -$34.1K -473 -37%
AA
456
Alta Advisers
United Kingdom
$59.1K
FRA
457
Front Row Advisors
California
$56K
HIIFS
458
Harel Insurance Investments & Financial Services
Israel
$52K -$16.3K -226 -24%
HPC
459
HM Payson & Co
Maine
$49.5K
BEI
460
Benjamin Edwards Inc
Missouri
$49K +$1.66K +23 +4%
KTC
461
Kistler-Tiffany Companies
Pennsylvania
$48.2K +$46.9K +651 +32,550%
CFGS
462
Concourse Financial Group Securities
Alabama
$48K -$3.89K -54 -8%
QL
463
Quarry LP
New York
$48K +$6.77K +94 +17%
AWM
464
Ameliora Wealth Management
Switzerland
$47K
PFPT
465
Pinnacle Financial Partners (Tennessee)
Tennessee
$46.5K
MTIM
466
Marathon Trading Investment Management
Pennsylvania
$44.3K +$43.2K +600 New
AF
467
Allworth Financial
California
$43.3K +$17.3K +240 +69%
MSFP
468
Mark Sheptoff Financial Planning
Connecticut
$37.7K
AIM
469
Anchor Investment Management
South Carolina
$37K
ECM
470
EMC Capital Management
Texas
$36K -$115K -1,600 -76%
TWA
471
TCI Wealth Advisors
Arizona
$35.3K -$504 -7 -1%
HWM
472
HighMark Wealth Management
Minnesota
$34.9K
GRP
473
Global Retirement Partners
California
$32.8K +$432 +6 +1%
UB
474
UMB Bank
Missouri
$32.7K -$3.96K -55 -11%
IA
475
IFP Advisors
Florida
$28.1K -$134K -1,863 -80%

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.