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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
CCC
626
Chelsea Counsel Company
California
$592
HFM
627
Hartford Financial Management
Connecticut
$592
MA
628
MCF Advisors
Kentucky
$592
SRCM
629
Signature Resources Capital Management
California
$592
HI
630
Hoey Investments
Pennsylvania
$592 +$614 +10 New
PCWA
631
Pacific Capital Wealth Advisors
California
$592 +$614 +10 New
MCM
632
MV Capital Management
Maryland
$533 -$737 -12 -57%
BWP
633
Baldwin Wealth Partners
Massachusetts
$414 +$430 +7 New
CA
634
Crewe Advisors
Utah
$356
PMFA
635
Plante Moran Financial Advisors
Michigan
$355
SA
636
Scarborough Advisors
Maryland
$355
FA
637
Financial Avengers
California
$296
GJIA
638
Glass Jacobson Investment Advisors
Maryland
$296
WBC
639
West Branch Capital
Massachusetts
$296
WWM
640
Wolff Wiese Magana
California
$296
AFWM
641
Abich Financial Wealth Management
Virginia
$296 +$307 +5 New
DSC
642
Duncker Streett & Co
Missouri
$296 +$307 +5 New
KB
643
Kimelman & Baird
New York
$296 +$307 +5 New
Kayne Anderson Rudnick Investment Management
644
Kayne Anderson Rudnick Investment Management
California
$237 -$246 -4 -50%
RIL
645
Rothschild Investment LLC
Illinois
$237
AWM
646
Atticus Wealth Management
Florida
$178
CFS
647
CGC Financial Services
Oregon
$178
CTB
648
Country Trust Bank
Illinois
$178 +$184 +3 New
LG
649
LAM Group
Oregon
$178 +$184 +3 New
VWM
650
Valley Wealth Managers
New Jersey
$118

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.