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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
SIS
526
Sound Income Strategies
Florida
$13.8K
SN
527
Sittner & Nelson
Oregon
$13.7K
HCP
528
Hexagon Capital Partners
Arkansas
$13.1K
TFA
529
Toth Financial Advisory
Virginia
$13.1K +$6.67K +100 +100%
TFM
530
TFC Financial Management
Massachusetts
$12.5K +$67 +1 +0.5%
HNB
531
Hilltop National Bank
Wyoming
$12.4K +$12.7K +190 New
RA
532
Rise Advisors
New York
$12.1K -$1.8K -27 -13%
HWP
533
Highline Wealth Partners
California
$11.4K
FFA
534
Farther Finance Advisors
California
$10.2K +$5.4K +81 +105%
MHR
535
Matthew Hamilton Rosenberg
$9.97K
A
536
Allianz
Germany
$9.81K +$10K +150 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$9.15K
W
538
WealthCollab
Washington
$8.17K +$1.67K +25 +25%
NMM
539
Naples Money Management
Florida
$8.17K
WT
540
Whittier Trust
California
$8.17K -$247K -3,700 -97%
MSG
541
Main Street Group
Virginia
$8.09K
SS
542
Sunbelt Securities
Texas
$8.04K -$9.8K -147 -54%
SR
543
Syntax Research
Florida
$7.78K +$3.33K +50 +72%
CYG
544
Clean Yield Group
Vermont
$7.52K
WIM
545
Westside Investment Management
California
$7.45K
BCWM
546
Bartlett & Co Wealth Management
Ohio
$7.19K
CSB
547
City State Bank
Iowa
$7K
PTC
548
Private Trust Company
Ohio
$7K
JWA
549
JFS Wealth Advisors
Pennsylvania
$6.73K
RCM
550
Raleigh Capital Management
North Carolina
$6.63K -$1.93K -29 -22%

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.