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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
CT
651
Cambridge Trust
Massachusetts
$588 -$3.2K -48 -84%
GJWM
652
Gilliland Jeter Wealth Management
Arkansas
$588 +$600 +9 New
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$523 +$267 +4 +100%
CA
654
Crewe Advisors
Utah
$393 +$400 +6 New
SA
655
Scarborough Advisors
Maryland
$392
PMFA
656
Plante Moran Financial Advisors
Michigan
$392 +$400 +6 New
RAM
657
Riggs Asset Management
Pennsylvania
$327
WBC
658
West Branch Capital
Massachusetts
$327
WWM
659
Wolff Wiese Magana
California
$327
GJIA
660
Glass Jacobson Investment Advisors
Maryland
$327 +$200 +3 +150%
FA
661
Financial Avengers
California
$324
FGAM
662
Financial Gravity Asset Management
Texas
$313 +$333 +5 New
TWD
663
True Wealth Design
Ohio
$262 +$133 +2 +100%
RIL
664
Rothschild Investment LLC
Illinois
$261
AWM
665
Atticus Wealth Management
Florida
$197
CFS
666
CGC Financial Services
Oregon
$196
DWA
667
Delos Wealth Advisors
Texas
$131 -$67 -1 -33%
VWM
668
Valley Wealth Managers
New Jersey
$131
CAC
669
Core Alternative Capital
Georgia
$65 -$3.93K -59 -98%
GCS
670
Gordian Capital (Singapore)
Singapore
$65
IPW
671
Impact Partnership Wealth
Georgia
$64
DWM
672
Dogwood Wealth Management
Kansas
$2
PIF
673
Public Investment Fund
Saudi Arabia
-$338M -4,697,677 Closed
JAM
674
Jupiter Asset Management
United Kingdom
-$67.6M -940,535 Closed
CCM
675
CloudAlpha Capital Management
Hong Kong
-$36.3M -504,900 Closed

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.