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697 hedge funds and large institutions have $13.3B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 200 increasing their positions, 240 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

8% more funds holding

Funds holding: 644697 (+53)

8% more capital invested

Capital invested by funds: $12.3B → $13.3B (+$975M)

1.5% more ownership

Funds ownership: 70.2%71.7% (+1.5%)

17% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 240

28% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.48B

Holders
697
Holders Change
+53
Holders Change %
+8.23%
% of All Funds
10.16%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
132
Increased
200
Reduced
240
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$41.2M -$5.14M -77,804 -12%
KBC Group
52
KBC Group
Belgium
$40.4M +$21M +317,374 +130%
Capital Fund Management (CFM)
53
Capital Fund Management (CFM)
France
$37.9M +$21.9M +331,896 +169%
N
54
Nuveen
North Carolina
$37.9M +$834K +12,610 +2%
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$37M +$17.6M +265,508 +107%
CCM
56
CloudAlpha Capital Management
Hong Kong
$36.3M -$45.1M -682,461 -57%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35M +$453K +6,852 +1%
Deutsche Bank
58
Deutsche Bank
Germany
$34.8M +$13.5M +204,504 +73%
Invesco
59
Invesco
Georgia
$34.7M -$19M -287,832 -37%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$34.6M +$31.8M +480,649 New
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$32.2M -$820K -12,396 -3%
National Pension Service
62
National Pension Service
South Korea
$30.3M
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$30.3M +$22.2M +335,150 +426%
Barclays
64
Barclays
United Kingdom
$29.3M -$6.89M -104,205 -20%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$28.9M -$9.59M -145,041 -27%
OPFM
66
Optimus Prime Fund Management
Cayman Islands
$28.7M
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$28M -$1.67M -25,254 -6%
BBVA
68
Banco Bilbao Vizcaya Argentaria
Spain
$27.2M +$20.5M +310,026 +465%
HF
69
HRT Financial
New York
$24.5M +$22.5M +340,671 New
GGS
70
Galvin Gaustad & Stein
Arizona
$23.6M +$4.39M +66,433 +25%
Arrowstreet Capital
71
Arrowstreet Capital
Massachusetts
$23.6M +$21.7M +327,808 New
UBS Group
72
UBS Group
Switzerland
$23.3M -$2.92M -44,131 -12%
Canada Life
73
Canada Life
Manitoba, Canada
$23.2M +$323K +4,881 +2%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$21.2M +$54.7K +827 +0.3%
Citigroup
75
Citigroup
New York
$20.9M -$8.16M -123,338 -30%

ZM Hedge Fund Activity: Q4 2023 in Review

697 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2023, worth a combined $13.3B — up 7.9% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ZM positions and 73 closed out — a net gain of 59 holders — while 200 added to existing stakes and 240 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Norges Bank, cutting an estimated $287M.

  • 697 institutional investors held Zoom (ZM) as of Q4 2023, up from 644 in Q3 2023.
  • Funds reported $13.3B of Zoom stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 132 funds opened new Zoom positions in Q4 2023 and 73 closed out, a net change of +59 holders.
  • The largest Zoom buyer in Q4 2023 was Morgan Stanley, an estimated $169M added.
  • The largest Zoom seller in Q4 2023 was Norges Bank, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2023.