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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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.3K
HWP
502
Highline Wealth Partners
California
$12.9K
C
503
Covestor
United Kingdom
$12K -$12.5K -174 -52%
SIC
504
Salem Investment Counselors
North Carolina
$12K
QC
505
Quent Capital
New York
$11.9K -$11.9K -165 -51%
TIM
506
Tortoise Investment Management
New York
$11.7K
BWA
507
BDO Wealth Advisors
Florida
$11.6K
FFA
508
Fairfield Financial Advisors
Massachusetts
$11.5K -$4.68K -65 -29%
CCA
509
Column Capital Advisors
Indiana
$11.2K
WWP
510
WR Wealth Planners
Missouri
$10.9K +$7.93K +110 +289%
CCA
511
Catalyst Capital Advisors
New York
$10.9K -$3.24K -45 -23%
VCM
512
Versant Capital Management
Arizona
$10.7K -$2.38K -33 -19%
GI
513
Gradient Investments
Minnesota
$9.97K -$14.4K -200 -60%
SSB
514
Sandy Spring Bank
Maryland
$9.45K
WT
515
Whittier Trust
California
$9.23K -$288 -4 -3%
CYG
516
Clean Yield Group
Vermont
$8.49K
BF
517
BOK Financial
Oklahoma
$8.49K +$8.29K +115 New
WIM
518
Westside Investment Management
California
$8.42K -$3.6K -50 -30%
JWA
519
JFS Wealth Advisors
Pennsylvania
$8.42K +$144 +2 +2%
AF
520
Advisornet Financial
Minnesota
$8.34K +$360 +5 +5%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$8K
CSB
522
City State Bank
Iowa
$8K
FP
523
Financial Perspectives
Minnesota
$7.97K
PTC
524
Private Trust Company
Ohio
$7.9K
HCM
525
Hollencrest Capital Management
California
$7.75K

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.