We are live on ! Find out more

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
JP Morgan Chase
26
JP Morgan Chase
New York
$106M +$10.7M +160,366 +11%
Legal & General Group
27
Legal & General Group
United Kingdom
$103M +$3.42M +51,288 +3%
Northern Trust
28
Northern Trust
Illinois
$99.1M -$2.43M -36,411 -2%
Bank of America
29
Bank of America
North Carolina
$80.2M +$31M +465,724 +61%
Millennium Management
30
Millennium Management
New York
$78.3M -$64.7M -970,697 -45%
CFM
31
Comprehensive Financial Management
California
$76.6M
Charles Schwab
32
Charles Schwab
California
$75.5M +$5.26M +78,937 +7%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$74.7M +$63.5M +952,422 +500%
CIM
34
Contrarius Investment Management
Jersey
$73.9M -$2.23M -33,437 -3%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$72M +$4.53M +67,988 +7%
Primecap Management
36
Primecap Management
California
$69.7M +$4.1M +61,500 +6%
Amundi
37
Amundi
France
$68.2M -$271K -4,070 -0.4%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$68.2M -$1.76M -26,383 -2%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$59.7M -$27.2M -408,306 -31%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$49.1M +$3.68M +55,247 +8%
Swiss National Bank
41
Swiss National Bank
Switzerland
$48M -$747K -11,200 -2%
Citadel Advisors
42
Citadel Advisors
Florida
$45.1M -$267K -4,001 -0.6%
Goldman Sachs
43
Goldman Sachs
New York
$45M -$47.5M -711,991 -51%
ICM
44
Invenomic Capital Management
Massachusetts
$44M +$6.14M +92,171 +16%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$42.3M +$43.1M +646,919 New
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$41.8M +$31.9M +478,769 +298%
Capital Fund Management (CFM)
47
Capital Fund Management (CFM)
France
$40.7M +$6.29M +94,301 +18%
CS
48
Credit Suisse
Switzerland
$39.7M -$2.07M -31,067 -5%
Deutsche Bank
49
Deutsche Bank
Germany
$39.3M +$7.9M +118,456 +25%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$39.1M +$11.7M +176,272 +43%

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.