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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
WT
551
Washington Trust
Rhode Island
$5.61K
BCWM
552
Bartlett & Co Wealth Management
Ohio
$5.54K
LSA
553
Lansing Street Advisors
Pennsylvania
$5.54K +$5.4K +75 New
CAC
554
Core Alternative Capital
Georgia
$5.46K +$2.59K +36 +95%
DF
555
DecisionPoint Financial
Arizona
$5.02K
AWM
556
Abound Wealth Management
Tennessee
$4.8K
AWM
557
Activest Wealth Management
Florida
$4.75K -$1.44K -20 -23%
CA
558
Crewe Advisors
Utah
$4.73K -$1.15K -16 -20%
WAM
559
WFA Asset Management
Wisconsin
$4.43K
Parallax Volatility Advisers
560
Parallax Volatility Advisers
California
$4.43K
PGAM
561
Princeton Global Asset Management
New Jersey
$4.43K
IGWM
562
ICA Group Wealth Management
Colorado
$4.43K +$3.6K +50 +500%
CFB
563
Cullen/Frost Bankers
Texas
$4.43K +$4.32K +60 New
CT
564
Cambridge Trust
Massachusetts
$4.36K -$3.03K -42 -42%
PPC
565
Park Place Capital
Alabama
$4.13K +$4.04K +56 New
FCA
566
FinTrust Capital Advisors
South Carolina
$4.07K
MWC
567
MBM Wealth Consultants
Missouri
$4K
BWM
568
BerganKDV Wealth Management
Minnesota
$3.99K -$937 -13 -19%
Fifth Third Bancorp
569
Fifth Third Bancorp
Ohio
$3.99K -$1.66K -23 -30%
BWL
570
Bogart Wealth LLC
Virginia
$3.99K +$2.09K +29 +116%
BIA
571
Bell Investment Advisors
California
$3.91K
FSWA
572
Financial Synergies Wealth Advisors
Texas
$3.91K
QPBE
573
Quintet Private Bank (Europe)
Luxembourg
$3.7K +$3.6K +50 New
ECM
574
Estabrook Capital Management
New York
$3.69K -$3.6K -50 -50%
HWA
575
HHM Wealth Advisors
Tennessee
$3.69K

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.