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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
N
501
Natixis
France
$13.6K -$9.09M -147,898 -100%
MG
502
Mather Group
Illinois
$13.4K +$8.11K +132 +178%
GLR
503
Great Lakes Retirement
Ohio
$13.3K +$13.8K +224 New
SIS
504
Sound Income Strategies
Florida
$12.5K
OP
505
ORG Partners
Indiana
$12K +$12.4K +202 New
GWSG
506
GPS Wealth Strategies Group
Colorado
$11.9K -$2.64K -43 -18%
CFM
507
Catalyst Funds Management
Australia
$11.8K -$2.32M -37,700 -99%
TFA
508
Toth Financial Advisory
Virginia
$11.8K
CB
509
Chris Bulman
California
$11.8K +$12.3K +200 New
SC
510
Swan Capital
Florida
$11.8K +$12.3K +200 New
GXJ
511
Global X Japan
Japan
$11.6K -$17.9K -291 -60%
PTC
512
Private Trust Company
Ohio
$11.4K +$5.28K +86 +80%
HNB
513
Hilltop National Bank
Wyoming
$11.2K
PFBT
514
Parkside Financial Bank & Trust
Missouri
$10.8K +$2.64K +43 +31%
HWP
515
Highline Wealth Partners
California
$10.4K
RA
516
Rise Advisors
New York
$10.3K -$676 -11 -6%
JWA
517
JFS Wealth Advisors
Pennsylvania
$9.65K +$3.69K +60 +58%
A
518
Allianz
Germany
$9.35K +$491 +8 +5%
BEI
519
Benjamin Edwards Inc
Missouri
$9K -$3.69K -60 -27%
BHWM
520
Beaird Harris Wealth Management
Texas
$8.94K +$9.28K +151 New
VF
521
VitalStone Financial
Texas
$8.05K +$8.29K +135 +13,500%
MSG
522
Main Street Group
Virginia
$7.4K
NMM
523
Naples Money Management
Florida
$7.4K
SS
524
Sunbelt Securities
Texas
$7.28K
SR
525
Syntax Research
Florida
$7.04K

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.