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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
SW
451
SteelPeak Wealth
California
$261K +$282K +3,544 New
VRM
452
Vectors Research Management
New York
$260K -$1.51K -19 -0.5%
AP
453
Americana Partners
Texas
$260K -$36.7K -460 -12%
PWA
454
Prairie Wealth Advisors
Nebraska
$258K -$10.4K -130 -4%
SAM
455
Shell Asset Management
Netherlands
$258K
TC
456
TownSquare Capital
Utah
$258K +$64.4K +808 +30%
FAM
457
Fred Alger Management
New York
$253K +$273K +3,424 New
CWA
458
Capital Wealth Alliance
Arizona
$251K -$218K -2,740 -45%
CWMK
459
Caliber Wealth Management (Kansas)
Kansas
$249K +$269K +3,375 New
CIBC World Market
460
CIBC World Market
Ontario, Canada
$245K -$1.51K -19 -0.6%
NPT
461
National Philanthropic Trust
Pennsylvania
$243K
HWM
462
HB Wealth Management
Georgia
$243K +$262K +3,289 New
WPC
463
Wedmont Private Capital
Pennsylvania
$240K +$956 +12 +0.4%
Kovitz Investment Group Partners
464
Kovitz Investment Group Partners
Illinois
$237K -$5.74K -72 -2%
GCP
465
GSA Capital Partners
United Kingdom
$232K +$251K +3,149 New
EP
466
Edgestream Partners
New Jersey
$230K -$559K -7,009 -69%
AG
467
AIA Group
Hong Kong
$227K +$245K +3,079 New
LBC
468
Leigh Baldwin & Co
New York
$223K +$7.17K +90 +3%
Comerica Bank
469
Comerica Bank
Texas
$222K -$39.4K -495 -14%
OAM
470
Oxford Asset Management
United Kingdom
$222K +$239K +3,004 New
CCI
471
Credit Capital Investments
New Jersey
$221K +$239K +3,000 New
FHA
472
Flagship Harbor Advisors
Massachusetts
$221K +$10.8K +136 +5%
Bank Julius Baer & Co
473
Bank Julius Baer & Co
Switzerland
$219K -$1.51K -19 -0.6%
BFM
474
Boothbay Fund Management
New York
$219K -$1.31M -16,423 -85%
FWIA
475
Fort Washington Investment Advisors
Ohio
$218K -$9.56K -120 -4%

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.