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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
YIH
701
Y-Intercept (HK)
Hong Kong
-$428K -6,541 Closed
TPA
702
Trivium Point Advisory
Connecticut
-$410K -6,274 Closed
TSS
703
Two Sigma Securities
New York
-$337K -5,494 Closed
AWM
704
Axxcess Wealth Management
California
-$356K -5,442 Closed
FRM
705
Fox Run Management
Connecticut
-$348K -5,320 Closed
AIMCA
706
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$346K -5,300 Closed
EW
707
Evoke Wealth
California
-$344K -5,269 Closed
ICP
708
Interchange Capital Partners
Pennsylvania
-$339K -5,158 Closed
MIC
709
Maxi Investments CY
Cyprus
-$335K -5,125 Closed
JF
710
Joule Financial
Kentucky
-$323K -4,936 Closed
Fisher Asset Management
711
Fisher Asset Management
Washington
-$319K -4,882 Closed
HFM
712
Harvest Fund Management
China
-$297K -4,543 Closed
SAM
713
SP Asset Management
California
-$291K -4,450 Closed
WC
714
Weil Company
California
-$277K -4,232 Closed
PTC
715
Petrus Trust Company
Texas
-$270K -4,123 Closed
LWA
716
Lowe Wealth Advisors
Maryland
-$265K -4,060 Closed
WPC
717
Wedmont Private Capital
Pennsylvania
-$253K -3,968 Closed
AWM
718
Avitas Wealth Management
California
-$256K -3,918 Closed
SCM
719
Stevens Capital Management
Pennsylvania
-$246K -3,756 Closed
BI
720
Bramshill Investments
Florida
-$229K -3,500 Closed
CC
721
Courier Capital
New York
-$228K -3,483 Closed
CC
722
Corton Capital
Ontario, Canada
-$217K -3,316 Closed
SC
723
Sepio Capital
Utah
-$213K -3,262 Closed
SEC
724
Seven Eight Capital
New York
-$208K -3,175 Closed
CUAMC
725
China Universal Asset Management Company
China
-$160K -2,440 Closed

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.