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656 hedge funds and large institutions have $12.2B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 217 increasing their positions, 201 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 74

12% more capital invested

Capital invested by funds: $10.9B → $12.2B (+$1.27B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.03% more ownership

Funds ownership: 65.93%66.96% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 201

1% more funds holding

Funds holding: 651656 (+5)

27% less call options, than puts

Call options by funds: $990M | Put options by funds: $1.36B

Holders
656
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.45%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
217
Reduced
201
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
701
Kessler Investment Group
Indiana
-$17K -250 Closed
EE
702
EWG Elevate
California
-$13.5K -200 Closed
MWM
703
MinichMacGregor Wealth Management
New York
-$9.14K -135 Closed
SN
704
Sittner & Nelson
Oregon
-$6.77K -100 Closed
FCG
705
Financial Connections Group
California
-$6K -97 Closed
FGAM
706
Financial Gravity Asset Management
Texas
-$165 -68 Closed
BHWM
707
Beaird Harris Wealth Management
Texas
-$4.54K -67 Closed
CFO
708
CVA Family Office
Colorado
-$3.86K -57 Closed
DFC
709
DB Fitzpatrick & Co
Idaho
-$2.64K -39 Closed
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
-$2.51K -37 Closed
MPCL
711
My Personal CFO LLC
Washington
-$1.9K -28 Closed
CWM
712
Cranbrook Wealth Management
Michigan
-$1.69K -25 Closed
RFG
713
RFP Financial Group
Georgia
-$1.49K -22 Closed
IWP
714
IAG Wealth Partners
Wisconsin
-$1.35K -20 Closed
MTIC
715
Missouri Trust & Investment Company
Missouri
-$1K -20 Closed
RFS
716
Retirement Financial Solutions
Tennessee
-$1.35K -20 Closed
SWM
717
Sugarloaf Wealth Management
Georgia
-$1.35K -20 Closed
SC
718
Sierra Capital
Florida
-$1K -18 Closed
MS
719
Madden Securities
Texas
-$1.15K -17 Closed
ZB
720
Zions Bancorporation
Utah
-$1.15K -17 Closed
Jones Financial Companies
721
Jones Financial Companies
Missouri
-$1K -15 Closed
FWA
722
Freedom Wealth Alliance
Wisconsin
-$745 -11 Closed
USCWA
723
U.S. Capital Wealth Advisors
Texas
-$677 -10 Closed
CAS
724
Coppell Advisory Solutions
Texas
-$474 -7 Closed
CASC
725
Coppell Advisory Solutions Corp
Texas
-$474 -7 Closed

ZM Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2023, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZM positions and 74 closed out — a net gain of 20 holders — while 217 added to existing stakes and 201 trimmed.

The largest buyer was Norges Bank, adding an estimated $123M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 656 institutional investors held Zoom (ZM) as of Q1 2023, up from 651 in Q4 2022.
  • Funds reported $12.2B of Zoom stock for Q1 2023, up 12% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q1 2023 and 74 closed out, a net change of +20 holders.
  • The largest Zoom buyer in Q1 2023 was Norges Bank, an estimated $123M added.
  • The largest Zoom seller in Q1 2023 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2023.