ZM icon

Zoom
ZM

Overview Fund Activity

665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$499M
3
KBC Group
KBC Group
Belgium
$115M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$199M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$74.7M

Top Sellers

1
PIF
Public Investment Fund
Saudi Arabia
$0
2
AIM
ARK Investment Management
Florida
$414M
3
Morgan Stanley
Morgan Stanley
New York
$197M
4
NAMA
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
526
Farther Finance Advisors
California
$10.2K +$5.24K +81 +105%
MHR
527
Matthew Hamilton Rosenberg
$9.97K – – –
A
528
Allianz
Germany
$9.81K +$9.81K +150 New
PFBT
529
Parkside Financial Bank & Trust
Missouri
$9.15K – – –
W
530
WealthCollab
Washington
$8.17K +$1.63K +25 +25%
NMM
531
Naples Money Management
Florida
$8.17K – – –
WT
532
Whittier Trust
California
$8.17K -$242K -3,700 -97%
MSG
533
Main Street Group
Virginia
$8.09K – – –
SS
534
Sunbelt Securities
Texas
$8.04K -$9.61K -147 -54%
SR
535
Syntax Research
Florida
$7.78K +$3.27K +50 +72%
CYG
536
Clean Yield Group
Vermont
$7.52K – – –
WIM
537
Westside Investment Management
California
$7.45K – – –
BCWM
538
Bartlett & Co Wealth Management
Ohio
$7.19K – – –
CSB
539
City State Bank
Iowa
$7K – – –
PTC
540
Private Trust Company
Ohio
$7K – – –
JWA
541
JFS Wealth Advisors
Pennsylvania
$6.73K – – –
RCM
542
Raleigh Capital Management
North Carolina
$6.63K -$1.9K -29 -22%
SC
543
Stephens Consulting
Michigan
$6.6K – – –
SWM
544
Sanctuary Wealth Management
Idaho
$6.54K – – –
SWC
545
Spectrum Wealth Counsel
Indiana
$6.54K – – –
PWMG
546
Prestige Wealth Management Group
New Jersey
$6.54K – – –
IRAG
547
Investment Research & Advisory Group
Georgia
$6.54K – – –
OPTFSNA
548
Old Point Trust & Financial Services N A
Virginia
$6.54K +$3.27K +50 +100%
MAM
549
Marquette Asset Management
Minnesota
$6.54K +$6.54K +100 New
GFPC
550
Global Financial Private Client
Florida
$6.47K – – –
20 21
22
23 24