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715 hedge funds and large institutions have $15.3B invested in Zoom in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 242 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 82

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

45% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.05B

23% more capital invested

Capital invested by funds: $12.5B → $15.3B (+$2.88B)

13% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 214

7% more funds holding

Funds holding: 666715 (+49)

3.41% more ownership

Funds ownership: 68.26%71.66% (+3.4%)

Holders
715
Holders Change
+49
Holders Change %
+7.36%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
144
Increased
242
Reduced
214
Closed
82
Calls
$1.52B
Puts
$1.05B
Net Calls
+$477M
Net Calls Change
+$372M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
576
Prestige Wealth Management Group
New Jersey
$11.3K +$3.07K +39 +39%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$7.23K +92 +196%
SWM
578
Spire Wealth Management
Virginia
$10.4K +$10.1K +128 New
AssetMark Inc
579
AssetMark Inc
California
$10.4K +$8.88K +113 +807%
MRP
580
Measured Risk Portfolios
California
$10.2K +$9.83K +125 New
CWM
581
Crowley Wealth Management
Delaware
$9.79K +$9.43K +120 New
BIG
582
Brooklyn Investment Group
New York
$9.55K +$2.91K +37 +46%
HWM
583
Hemington Wealth Management
Virginia
$9K +$4.01K +51 +72%
BGAI
584
Bruce G. Allen Investments
Colorado
$8.81K +$3.69K +47 +77%
MMCM
585
Murphy & Mullick Capital Management
New York
$8.65K +$8.33K +106 New
CSB
586
City State Bank
Iowa
$8.57K
MSG
587
Main Street Group
Virginia
$8.16K
SWM
588
Sanctuary Wealth Management
Idaho
$8.16K
SIS
589
Strategic Investment Solutions
Illinois
$8.16K +$7.86K +100 New
CFG
590
CKW Financial Group
Hawaii
$8K
PA
591
PSI Advisors
Florida
$7.83K
MWM
592
Mascoma Wealth Management
New Hampshire
$7.51K
UBP
593
Union Bancaire Privee
Switzerland
$7.41K +$8.8K +112 New
HNB
594
Hilltop National Bank
Wyoming
$7.34K -$7.86K -100 -53%
WIM
595
Westside Investment Management
California
$6.94K -$3.93K -50 -37%
RA
596
Rise Advisors
New York
$6.72K -$5.27K -67 -45%
IWP
597
IAG Wealth Partners
Wisconsin
$6.53K +$6.29K +80 New
RFG
598
REAP Financial Group
Texas
$6.45K
BCWM
599
Bartlett & Co Wealth Management
Ohio
$6.12K
FDW
600
Fourth Dimension Wealth
Ohio
$6.12K +$5.9K +75 New

ZM Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2024, worth a combined $15.3B — up 23% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new ZM positions and 82 closed out — a net gain of 62 holders — while 242 added to existing stakes and 214 trimmed.

The largest buyer was Norges Bank, adding an estimated $252M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $72.8M.

  • 715 institutional investors held Zoom (ZM) as of Q4 2024, up from 666 in Q3 2024.
  • Funds reported $15.3B of Zoom stock for Q4 2024, up 23% quarter-over-quarter.
  • 144 funds opened new Zoom positions in Q4 2024 and 82 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2024 was Norges Bank, an estimated $252M added.
  • The largest Zoom seller in Q4 2024 was Qube Research & Technologies (QRT), an estimated $72.8M sold.

Based on aggregated 13F filings for Q4 2024.