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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
TLA
626
Tanglewood Legacy Advisors
Texas
$1.31K
AF
627
Advisornet Financial
Minnesota
$1.24K -$7.4K -111 -85%
CFFP
628
Center for Financial Planning
Michigan
$1.11K
CFO
629
CVA Family Office
Colorado
$1.05K
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01K
ADL
631
Asset Dedication LLC
California
$1K -$400 -6 -21%
CAL
632
Capital Analysts LLC
Pennsylvania
$1K
MFA
633
McClarren Financial Advisors
Pennsylvania
$1K
Fifth Third Bancorp
634
Fifth Third Bancorp
Ohio
$981 -$1.53K -23 -61%
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$981
BWL
636
Bogart Wealth LLC
Virginia
$981
SAM
637
Smartleaf Asset Management
Massachusetts
$932 +$933 +14 New
CIA
638
Cape Investment Advisory
Georgia
$915
SWA
639
SOA Wealth Advisors
New York
$915
CWA
640
Carolina Wealth Advisors
South Carolina
$849
DILIC
641
Dai-ichi Life Insurance Company
Japan
$822
DIP
642
DT Investment Partners
Pennsylvania
$785
SIC
643
SJS Investment Consulting
Ohio
$785 +$267 +4 +50%
OLVIG
644
Oliver Lagore Vanvalin Investment Group
Michigan
$784
SRCM
645
Signature Resources Capital Management
California
$719
BCH
646
Berkshire Capital Holdings
California
$654
HFM
647
Hartford Financial Management
Connecticut
$654
MA
648
MCF Advisors
Kentucky
$654
CCC
649
Chelsea Counsel Company
California
$654 +$667 +10 New
DPW
650
DiNuzzo Private Wealth
Pennsylvania
$589

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.