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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
CWP
526
Concord Wealth Partners
Virginia
$7.61K -$64.3K -892 -90%
HIA
527
Harbor Investment Advisory
Maryland
$7.53K -$288 -4 -4%
SC
528
Stephens Consulting
Michigan
$7.46K
QCG
529
Quadrant Capital Group
Ohio
$7.38K -$17.4K -241 -71%
CT
530
Clearstead Trust
Maine
$7.38K
CTA
531
Colonial Trust Advisors
South Carolina
$7.38K
IRAG
532
Investment Research & Advisory Group
Georgia
$7.38K
PMFA
533
Plante Moran Financial Advisors
Michigan
$7.38K
PWMG
534
Prestige Wealth Management Group
New Jersey
$7.38K
TFA
535
Toth Financial Advisory
Virginia
$7.38K
GWSG
536
GPS Wealth Strategies Group
Colorado
$7.38K +$7.21K +100 New
GFPC
537
Global Financial Private Client
Florida
$7.37K
PA
538
PSI Advisors
Florida
$7.09K
PP
539
PrairieView Partners
Minnesota
$7K -$72 -1 -1%
CFG
540
CKW Financial Group
Hawaii
$7K
AA
541
Addison Advisors
Vermont
$6.28K
JWM
542
Janiczek Wealth Management
Colorado
$6.25K +$6.49K +90 New
RFA
543
Register Financial Advisors
Georgia
$6.2K -$2.88K -40 -32%
CHA
544
Carmichael Hill & Associates
Maryland
$6.13K -$3.6K -50 -38%
BC
545
Bartlett & Co
Ohio
$6K
TWM
546
Tradition Wealth Management
Minnesota
$6K
TFM
547
TFC Financial Management
Massachusetts
$5.91K +$2.88K +40 +100%
EARNEST Partners
548
EARNEST Partners
Georgia
$5.91K
CA
549
Clearstead Advisors
Ohio
$5.83K +$4.25K +59 +295%
MWM
550
Mascoma Wealth Management
New Hampshire
$5.65K

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.