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656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.03% more ownership

Funds ownership: 65.93%66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
CarsonAllaria Wealth Management
Illinois
$24.2K +$144 +2 +0.6%
OIA
477
Optimum Investment Advisors
Illinois
$24K
GIA
478
GHP Investment Advisors
Colorado
$22.2K
HWA
479
Heritage Wealth Advisors
Virginia
$22.2K +$21.6K +300 New
LS
480
Livforsakringsbolaget Skandia
Sweden
$22.1K
TLCM
481
Twin Lakes Capital Management
California
$22K
SIS
482
Sound Income Strategies
Florida
$21.1K -$216 -3 -1%
BTI
483
Blue Trust Inc
Georgia
$20K -$16.7K -232 -44%
BAM
484
Bellevue Asset Management
Washington
$19.2K
Bessemer Group
485
Bessemer Group
New Jersey
$19K +$4.68K +65 +34%
MCM
486
Manchester Capital Management
Vermont
$18.8K +$14.1K +195 +325%
RA
487
Rise Advisors
New York
$18.2K -$721 -10 -4%
HFS
488
Hantz Financial Services
Michigan
$18K
TPCW
489
TD Private Client Wealth
New York
$17.1K +$721 +10 +5%
HNB
490
Huntington National Bank
Ohio
$17K +$3.96K +55 +31%
BLC
491
Brown, Lisle/Cummings
Rhode Island
$16.6K
SS
492
Sunbelt Securities
Texas
$16.6K +$16.6K +230 New
PFBT
493
Parkside Financial Bank & Trust
Missouri
$15.9K +$72 +1 +0.5%
FFA
494
Farther Finance Advisors
California
$15.9K +$937 +13 +6%
GWS
495
Glassman Wealth Services
Virginia
$15.5K -$23.6K -328 -61%
HCM
496
Highlander Capital Management
New Jersey
$15K
HCP
497
Hexagon Capital Partners
Arkansas
$14.8K
BSC
498
Brown Shipley & Co
United Kingdom
$14.8K +$14.4K +200 New
RTC
499
Riverview Trust Company
Washington
$14.3K -$2.88K -40 -17%
FIA
500
FNY Investment Advisers
New York
$14K +$14.6K +203 New

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.