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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
FA
701
FDx Advisors
Illinois
-$637K -8,857 Closed
PP
702
Prudential plc
United Kingdom
-$617K -8,581 Closed
MFS
703
Mirabella Financial Services
United Kingdom
-$606K -8,429 Closed
WMSA
704
Weiss Multi-Strategy Advisers
New York
-$580K -8,059 Closed
CM
705
Capula Management
Cayman Islands
-$477K -6,629 Closed
LA
706
LBP AM
France
-$443K -6,162 Closed
AAM
707
Azzad Asset Management
Virginia
-$366K -5,090 Closed
SPM
708
Symmetry Peak Management
Pennsylvania
-$358K -4,973 Closed
IIA
709
IPG Investment Advisors
California
-$338K -4,700 Closed
ACM
710
Alpha Capital Management
Texas
-$335K -4,663 Closed
PWM
711
Perigon Wealth Management
California
-$329K -4,579 Closed
CWP
712
Cyndeo Wealth Partners
Florida
-$326K -4,537 Closed
ALAM
713
Asahi Life Asset Management
Japan
-$314K -4,365 Closed
GS
714
Gagnon Securities
New York
-$312K -4,336 Closed
DS
715
DRW Securities
Illinois
-$295K -4,100 Closed
YMRC
716
Yorktown Management & Research Company
Virginia
-$295K -4,100 Closed
BAM
717
Blueshift Asset Management
New Jersey
-$272K -3,785 Closed
TFS
718
Thoroughbred Financial Services
Tennessee
-$262K -3,656 Closed
Truist Financial
719
Truist Financial
North Carolina
-$259K -3,608 Closed
BCA
720
Bay Colony Advisors
Massachusetts
-$253K -3,525 Closed
SDH
721
Sloy Dahl & Holst
Washington
-$251K -3,497 Closed
AWM
722
AE Wealth Management
Kansas
-$234K -3,449 Closed
LNC
723
Lincoln National Corp
Pennsylvania
-$246K -3,415 Closed
AWA
724
Arete Wealth Advisors
Illinois
-$232K -3,226 Closed
MCM
725
MAI Capital Management
Ohio
-$226K -3,145 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.