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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
SC
551
Stephens Consulting
Michigan
$6.6K
IRAG
552
Investment Research & Advisory Group
Georgia
$6.54K
PWMG
553
Prestige Wealth Management Group
New Jersey
$6.54K
SWM
554
Sanctuary Wealth Management
Idaho
$6.54K
SWC
555
Spectrum Wealth Counsel
Indiana
$6.54K
OPTFSNA
556
Old Point Trust & Financial Services N A
Virginia
$6.54K +$3.33K +50 +100%
MAM
557
Marquette Asset Management
Minnesota
$6.54K +$6.67K +100 New
GFPC
558
Global Financial Private Client
Florida
$6.47K
PA
559
PSI Advisors
Florida
$6.28K
AWM
560
Avior Wealth Management
Nebraska
$6.14K +$4.2K +63 +203%
MWM
561
Mascoma Wealth Management
New Hampshire
$6.01K
CFG
562
CKW Financial Group
Hawaii
$6K
VL
563
Vima LLC
Michigan
$5.98K -$2.87K -43 -35%
JWM
564
Janiczek Wealth Management
Colorado
$5.88K
TSWM
565
Tyler-Stone Wealth Management
Ohio
$5.75K
WWP
566
WR Wealth Planners
Missouri
$5.69K +$5.8K +87 New
BGAI
567
Bruce G. Allen Investments
Colorado
$5.62K +$4.73K +71 +473%
CA
568
Clearstead Advisors
Ohio
$5.62K +$667 +10 +13%
OWA
569
Opal Wealth Advisors
New York
$5.49K +$5.6K +84 New
LI
570
LRI Investments
Florida
$5.36K +$5.47K +82 New
MG
571
Mather Group
Illinois
$5.3K +$4.93K +74 New
SSB
572
Sandy Spring Bank
Maryland
$5.1K
Bessemer Group
573
Bessemer Group
New Jersey
$5K
HGERS
574
Householder Group Estate & Retirement Specialist
Arizona
$4.97K
VCM
575
Versant Capital Management
Arizona
$4.64K -$1.8K -27 -28%

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.