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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
HWM
451
HighMark Wealth Management
Minnesota
$57.5K
VCM
452
Versant Capital Management
Arizona
$57.1K +$54.9K +893 +1,258%
EDRH
453
Edmond de Rothschild Holding
Switzerland
$53.9K
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$50.7K -$17.5K -285 -24%
RS
455
Rakuten Securities
Japan
$49.4K +$17.7K +288 +53%
AA
456
Alta Advisers
United Kingdom
$47.4K
ORAM
457
One River Asset Management
Connecticut
$45.5K +$47.2K +769 New
VAG
458
VisionPoint Advisory Group
Texas
$45.2K -$1.1M -17,878 -96%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$45K -$31.5K -513 -40%
FRA
460
Front Row Advisors
California
$44.5K
LS
461
Livforsakringsbolaget Skandia
Sweden
$41.7K
MIFH
462
Migdal Insurance & Financial Holdings
Israel
$41K +$42.8K +696 New
HPC
463
HM Payson & Co
Maine
$40.3K +$430 +7 +1%
HNB
464
Huntington National Bank
Ohio
$38.4K -$5.84K -95 -13%
PCMC
465
Planning Capital Management Corporation
Pennsylvania
$37.5K
TSMHT
466
Thurston Springer Miller Herd & Titak
Indiana
$35.5K +$36.9K +600 New
IC
467
Innealta Capital
Texas
$32.7K +$33.9K +552 New
IA
468
IFP Advisors
Florida
$32.2K +$5.16K +84 +18%
GI
469
GAMMA Investing
California
$31.9K +$6.88K +112 +26%
LFG
470
Larson Financial Group
Missouri
$30.8K -$87.2K -1,419 -73%
PA
471
Parallel Advisors
California
$30.4K -$799 -13 -2%
VWM
472
Venturi Wealth Management
Texas
$28.9K +$8.48K +138 +39%
FP
473
Financial Perspectives
Minnesota
$28.2K
PS
474
Principal Securities
Iowa
$28K +$3.26K +53 +13%
FFA
475
Frazier Financial Advisors
Ohio
$26.1K

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.