We are live on ! Find out more

656 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 224 increasing their positions, 223 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more call options, than puts

Call options by funds: $604M | Put options by funds: $593M

0% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 223

7% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 101

1.09% less ownership

Funds ownership: 69.36%68.27% (-1.1%)

3% less funds holding

Funds holding: 673656 (-17)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

Holders
656
Holders Change
-17
Holders Change %
-2.53%
% of All Funds
9.47%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
224
Reduced
223
Closed
101
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$337M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
476
Raleigh Capital Management
North Carolina
$25.9K +$20.6K +336 +333%
PP
477
PFS Partners
New Jersey
$25.2K +$3.07K +50 +13%
CWM
478
CarsonAllaria Wealth Management
Illinois
$24.7K +$1.84K +30 +8%
TWC
479
TD Waterhouse Canada
Ontario, Canada
$24.7K +$6.27K +102 +33%
AF
480
Allworth Financial
California
$24.2K -$12.3K -200 -33%
CA
481
CoreCap Advisors
Michigan
$24.2K -$23.6K -384 -48%
CLOS
482
Compagnie Lombard Odier SCmA
Switzerland
$23.7K -$18.4K -300 -43%
NC
483
nVerses Capital
Florida
$23.7K
CB
484
CNB Bank
Pennsylvania
$23.1K -$9.15K -149 -28%
HCP
485
Hexagon Capital Partners
Arkansas
$20.3K +$8.78K +143 +72%
TCOV
486
Trust Company of Vermont
Vermont
$18.5K -$6.14K -100 -24%
HWA
487
Heritage Wealth Advisors
Virginia
$17.8K
TLCM
488
Twin Lakes Capital Management
California
$17.6K
BLC
489
Brown, Lisle/Cummings
Rhode Island
$17.6K +$4.42K +72 +32%
UB
490
UMB Bank
Missouri
$17.3K -$1.97K -32 -10%
CTA
491
Colonial Trust Advisors
South Carolina
$17.2K
FAM
492
Fred Alger Management
New York
$16.8K
LC
493
Lindbrook Capital
California
$15.7K -$21.3K -346 -57%
BAM
494
Bellevue Asset Management
Washington
$15.4K
HIIFS
495
Harel Insurance Investments & Financial Services
Israel
$15K -$5.04K -82 -24%
GRP
496
Global Retirement Partners
California
$14.9K -$553 -9 -3%
OIA
497
Optimum Investment Advisors
Illinois
$14.8K
TFIPS
498
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.2K
QCG
499
Quadrant Capital Group
Ohio
$14K -$8.48K -138 -37%
W
500
WealthCollab
Washington
$13.9K +$6.7K +109 +87%

ZM Hedge Fund Activity: Q2 2024 in Review

656 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2024, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of ZM and 94 opened new positions — a net loss of 7 holders — while 223 trimmed existing stakes and 224 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $318M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $279M sold.

  • 656 institutional investors held Zoom (ZM) as of Q2 2024, down from 673 in Q1 2024.
  • Funds reported $10.6B of Zoom stock for Q2 2024, down 10% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q2 2024 and 101 closed out, a net change of -7 holders.
  • The largest Zoom buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $318M added.
  • The largest Zoom seller in Q2 2024 was Alkeon Capital Management, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2024.