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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
PWMG
601
Private Wealth Management Group
New Jersey
$2.94K +$67 +1 +2%
NIC
602
Northwest Investment Counselors
Oregon
$2.94K +$3K +45 New
RFG
603
RFP Financial Group
Georgia
$2.88K +$1.47K +22 +100%
S
604
Sachetta
Massachusetts
$2.73K
CWP
605
Concord Wealth Partners
Virginia
$2.62K
KFI
606
Key Financial Inc
Pennsylvania
$2.62K
OCM
607
Orion Capital Management
California
$2.55K
TCM
608
Tradewinds Capital Management
Washington
$2.29K
QC
609
Quent Capital
New York
$2.22K -$600 -9 -21%
RFA
610
Register Financial Advisors
Georgia
$2.22K +$2.27K +34 New
WIA
611
Wetzel Investment Advisors
Indiana
$2.1K
CMBA
612
C.M. Bidwell & Associates
Hawaii
$2.09K
WPA
613
West Paces Advisors
Georgia
$2.09K
SVCP
614
Silicon Valley Capital Partners
California
$2.03K +$2.07K +31 New
VNA
615
Valley National Advisers
Pennsylvania
$2K +$1K +15 +50%
FCA
616
FinTrust Capital Advisors
South Carolina
$1.96K
AIC
617
Archer Investment Corporation
Indiana
$1.96K
EBA
618
Eagle Bay Advisors
New York
$1.96K
MIM
619
Macroview Investment Management
Maryland
$1.9K
ACA
620
American Capital Advisory
Idaho
$1.85K +$333 +5 +25%
AIM
621
Anchor Investment Management
South Carolina
$1.7K
NSIM
622
North Star Investment Management
Illinois
$1.67K +$67 +1 +4%
ITIM
623
Indiana Trust & Investment Management
Indiana
$1.5K
MCM
624
MV Capital Management
Maryland
$1.37K +$1.13K +17 +425%
FMB
625
Field & Main Bank
Kentucky
$1.31K

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.