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656 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 224 increasing their positions, 223 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more call options, than puts

Call options by funds: $604M | Put options by funds: $593M

0% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 223

7% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 101

1.09% less ownership

Funds ownership: 69.36%68.27% (-1.1%)

3% less funds holding

Funds holding: 673656 (-17)

10% less capital invested

Capital invested by funds: $11.8B → $10.6B (-$1.18B)

Holders
656
Holders Change
-17
Holders Change %
-2.53%
% of All Funds
9.47%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
224
Reduced
223
Closed
101
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$337M
Name Holding Trade Value Shares
Change
Change in
Stake
BTC
551
Bank & Trust Company
Illinois
$4.2K +$4.36K +71 New
DF
552
DecisionPoint Financial
Arizona
$4.11K
SAM
553
Smartleaf Asset Management
Massachusetts
$3.92K +$3.26K +53 +379%
AWM
554
Activest Wealth Management
Florida
$3.91K
AWM
555
Abound Wealth Management
Tennessee
$3.85K -$61 -1 -2%
MCM
556
Manchester Capital Management
Vermont
$3.55K
PGAM
557
Princeton Global Asset Management
New Jersey
$3.55K
WAM
558
WFA Asset Management
Wisconsin
$3.37K +$3.5K +57 New
GEA
559
Glen Eagle Advisors
New Jersey
$3.25K
RFG
560
RFP Financial Group
Georgia
$3.2K +$614 +10 +23%
BIA
561
Bell Investment Advisors
California
$3.14K -$430 -7 -12%
SIC
562
Salem Investment Counselors
North Carolina
$3.08K -$614 -10 -16%
HIA
563
Harbor Investment Advisory
Maryland
$3.08K +$246 +4 +8%
HGERS
564
Householder Group Estate & Retirement Specialist
Arizona
$3K -$921 -15 -20%
Bessemer Group
565
Bessemer Group
New Jersey
$3K
QPBE
566
Quintet Private Bank (Europe)
Luxembourg
$2.96K -$61 -1 -2%
AIP
567
Ameritas Investment Partners
Nebraska
$2.96K
BL
568
BFSG LLC
California
$2.96K
CSC
569
Caldwell Sutter Capital
California
$2.96K +$3.07K +50 New
WT
570
Whittier Trust
California
$2.96K -$4.61K -75 -60%
CFD
571
Creative Financial Designs
Indiana
$2.84K
ME
572
McIlrath & Eck
Washington
$2.66K -$614 -10 -18%
FFA
573
Fairfield Financial Advisors
Massachusetts
$2.66K +$2.76K +45 New
SSB
574
Sandy Spring Bank
Maryland
$2.49K -$2.21K -36 -46%
FCA
575
FinTrust Capital Advisors
South Carolina
$2.43K +$676 +11 +37%

ZM Hedge Fund Activity: Q2 2024 in Review

656 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2024, worth a combined $10.6B — down 10% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of ZM and 94 opened new positions — a net loss of 7 holders — while 223 trimmed existing stakes and 224 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $318M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $279M sold.

  • 656 institutional investors held Zoom (ZM) as of Q2 2024, down from 673 in Q1 2024.
  • Funds reported $10.6B of Zoom stock for Q2 2024, down 10% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q2 2024 and 101 closed out, a net change of -7 holders.
  • The largest Zoom buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $318M added.
  • The largest Zoom seller in Q2 2024 was Alkeon Capital Management, an estimated $279M sold.

Based on aggregated 13F filings for Q2 2024.