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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
AIG
451
American International Group
New York
$139K +$2.13K +32 +2%
RIM
452
Rakuten Investment Management
Japan
$139K +$130K +1,950 +1,140%
HI
453
Harbour Investments
Wisconsin
$138K -$8.8K -132 -6%
TC
454
Truvestments Capital
Florida
$133K -$141K -2,122 -51%
C
455
Covestor
United Kingdom
$131K +$35.8K +537 +36%
US Bancorp
456
US Bancorp
Minnesota
$128K -$6.13K -92 -4%
LFG
457
Larson Financial Group
Missouri
$127K +$99.3K +1,490 +331%
Nisa Investment Advisors
458
Nisa Investment Advisors
Missouri
$111K -$2.02M -30,317 -95%
SPIA
459
Steward Partners Investment Advisory
New York
$108K -$77.3K -1,160 -41%
AA
460
Ancora Advisors
Ohio
$96.3K +$25.5K +382 +35%
AWM
461
Avondale Wealth Management
Texas
$95.6K -$98K -1,470 -50%
CCG
462
Ceeto Capital Group
Florida
$95K -$133K -2,000 -58%
BC
463
Belmont Capital
California
$85.4K
NFSG
464
Newbridge Financial Services Group
Florida
$84.6K -$52.3K -785 -38%
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$83K +$37.7K +565 +80%
PCM
466
Penserra Capital Management
California
$76K +$2.8K +42 +4%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$75.7K +$77.9K +1,169 New
PP
468
Paloma Partners
Connecticut
$68K +$69.3K +1,040 New
QL
469
Quarry LP
New York
$68K +$18.6K +279 +37%
CI
470
CAZ Investments
Texas
$65K
HWM
471
HighMark Wealth Management
Minnesota
$63.5K
FHA
472
First Horizon Advisors
Tennessee
$60.9K -$60.7K -911 -49%
EWA
473
EverSource Wealth Advisors
Alabama
$60.7K +$9.27K +139 +16%
EDRH
474
Edmond de Rothschild Holding
Switzerland
$59.5K -$31.7K -475 -34%
AA
475
Alta Advisers
United Kingdom
$52.3K

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.