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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
BMC
576
Bear Mountain Capital
Washington
$4.37K
AWM
577
Activest Wealth Management
Florida
$4.31K
AWM
578
Abound Wealth Management
Tennessee
$4.29K +$67 +1 +2%
DF
579
DecisionPoint Financial
Arizona
$4.22K
SIC
580
Salem Investment Counselors
North Carolina
$4.05K
IGWM
581
ICA Group Wealth Management
Colorado
$3.92K
MCM
582
Manchester Capital Management
Vermont
$3.92K
BIA
583
Bell Investment Advisors
California
$3.92K +$467 +7 +13%
PGAM
584
Princeton Global Asset Management
New Jersey
$3.92K
ZB
585
Zions Bancorporation
Utah
$3.92K
GEA
586
Glen Eagle Advisors
New Jersey
$3.6K
ME
587
McIlrath & Eck
Washington
$3.6K +$2K +30 +120%
FSWA
588
Financial Synergies Wealth Advisors
Texas
$3.46K
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$3.33K +$2.07K +31 +155%
BL
590
BFSG LLC
California
$3.27K -$5K -75 -60%
AIP
591
Ameritas Investment Partners
Nebraska
$3.27K -$4.33K -65 -57%
DAM
592
Delta Asset Management
Tennessee
$3.27K
ECM
593
Estabrook Capital Management
New York
$3.27K
QPBE
594
Quintet Private Bank (Europe)
Luxembourg
$3.25K -$400 -6 -12%
PS
595
PayPay Securities
Japan
$3.2K +$133 +2 +4%
CFD
596
Creative Financial Designs
Indiana
$3.14K -$200 -3 -6%
HIA
597
Harbor Investment Advisory
Maryland
$3.14K
ACM
598
Accent Capital Management
Ohio
$3.07K
NS
599
NBC Securities
Alabama
$3K
AW
600
Avion Wealth
Texas
$3K +$67 +1 +3%

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.