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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
CA
476
CoreCap Advisors
Michigan
$51.8K +$52.9K +793 New
EC
477
EntryPoint Capital
New York
$49.3K -$65.3K -979 -56%
FRA
478
Front Row Advisors
California
$49.1K
HNB
479
Huntington National Bank
Ohio
$48.6K +$9.33K +140 +23%
TRCT
480
Tower Research Capital (TRC)
New York
$47.3K +$3.13K +47 +7%
LS
481
Livforsakringsbolaget Skandia
Sweden
$46K
CLOS
482
Compagnie Lombard Odier SCmA
Switzerland
$45.8K
GAM
483
Groupama Asset Management
France
$44.5K
HPC
484
HM Payson & Co
Maine
$44.1K
PCMC
485
Planning Capital Management Corporation
Pennsylvania
$41.4K -$3.33K -50 -7%
AF
486
Allworth Financial
California
$40K +$18.5K +277 +83%
LC
487
Lindbrook Capital
California
$39.9K -$25.9K -388 -39%
RS
488
Rakuten Securities
Japan
$35.8K -$3.2K -48 -8%
CB
489
CNB Bank
Pennsylvania
$35.2K -$5.6K -84 -13%
PA
490
Parallel Advisors
California
$34.4K -$1.53K -23 -4%
GXJ
491
Global X Japan
Japan
$31.8K +$17K +255 +110%
FP
492
Financial Perspectives
Minnesota
$31.1K
IA
493
IFP Advisors
Florida
$30.1K +$7.67K +115 +33%
FFA
494
Frazier Financial Advisors
Ohio
$28.8K
GI
495
GAMMA Investing
California
$27.9K -$15.9K -239 -36%
PS
496
Principal Securities
Iowa
$27.4K +$4.67K +70 +20%
TCOV
497
Trust Company of Vermont
Vermont
$27K +$3.4K +51 +14%
NC
498
nVerses Capital
Florida
$26.1K +$26.7K +400 New
First Manhattan
499
First Manhattan
New York
$25.9K -$13.3K -200 -34%
CWM
500
CarsonAllaria Wealth Management
Illinois
$25.4K +$7K +105 +37%

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.