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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
PP
501
PFS Partners
New Jersey
$24.5K +$6.67K +100 +36%
QCG
502
Quadrant Capital Group
Ohio
$24.4K +$533 +8 +2%
VWM
503
Venturi Wealth Management
Texas
$22.9K +$600 +9 +3%
HCM
504
Highlander Capital Management
New Jersey
$22.9K +$16.7K +250 +250%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$22.5K -$2.8K -42 -12%
CA
506
Continuum Advisory
Idaho
$22.4K -$1.44M -21,533 -98%
HIIFS
507
Harel Insurance Investments & Financial Services
Israel
$22K -$134K -2,016 -86%
HFS
508
Hantz Financial Services
Michigan
$22K +$3.33K +50 +17%
Jones Financial Companies
509
Jones Financial Companies
Missouri
$21.9K +$22.3K +335 New
UB
510
UMB Bank
Missouri
$21.2K
BFEC
511
Benjamin F. Edwards & Company
Missouri
$21K +$21.3K +320 New
HWA
512
Heritage Wealth Advisors
Virginia
$19.6K
TLCM
513
Twin Lakes Capital Management
California
$19.5K
MS
514
Mizuho Securities
Japan
$19K -$100K -1,500 -84%
CTA
515
Colonial Trust Advisors
South Carolina
$19K +$12.7K +190 +190%
FAM
516
Fred Alger Management
New York
$18.5K
BAM
517
Bellevue Asset Management
Washington
$17K
GRP
518
Global Retirement Partners
California
$17K +$267 +4 +2%
RFG
519
REAP Financial Group
Texas
$16.8K
OIA
520
Optimum Investment Advisors
Illinois
$16.3K
GWSG
521
GPS Wealth Strategies Group
Colorado
$15.9K
TFIPS
522
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.7K
BLC
523
Brown, Lisle/Cummings
Rhode Island
$14.7K
BTI
524
Blue Trust Inc
Georgia
$14.4K -$67K -1,005 -82%
BEI
525
Benjamin Edwards Inc
Missouri
$14K -$14.2K -213 -49%

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.