Zoom
697 hedge funds and large institutions have $13.3B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 200 increasing their positions, 240 reducing their positions, and 73 closing their positions.
81% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 73
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
8% more funds holding
Funds holding: 644 → 697 (+53)
8% more capital invested
Capital invested by funds: $12.3B → $13.3B (+$975M)
1.5% more ownership
Funds ownership: 70.2% → 71.7% (+1.5%)
17% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 240
28% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.48B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$169M |
| 2 |
Millennium Management
New York
|
+$117M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$109M |
| 4 |
Jane Street
New York
|
+$62.4M |
| 5 |
Goldman Sachs
New York
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$287M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$145M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$98.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.6M |
| 5 |
CCM
CloudAlpha Capital Management
Hong Kong
|
-$45.1M |
ZM Hedge Fund Activity: Q4 2023 in Review
697 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2023, worth a combined $13.3B — up 7.9% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new ZM positions and 73 closed out — a net gain of 59 holders — while 200 added to existing stakes and 240 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Norges Bank, cutting an estimated $287M.
- 697 institutional investors held Zoom (ZM) as of Q4 2023, up from 644 in Q3 2023.
- Funds reported $13.3B of Zoom stock for Q4 2023, up 7.9% quarter-over-quarter.
- 132 funds opened new Zoom positions in Q4 2023 and 73 closed out, a net change of +59 holders.
- The largest Zoom buyer in Q4 2023 was Morgan Stanley, an estimated $169M added.
- The largest Zoom seller in Q4 2023 was Norges Bank, an estimated $287M sold.
Based on aggregated 13F filings for Q4 2023.