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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
PWA
726
Phoenix Wealth Advisors
North Carolina
-$217K -3,143 Closed
OA
727
Oracle Alpha
Ontario, Canada
-$222K -3,086 Closed
SFI
728
Siemens Fonds Invest
Germany
-$216K -3,007 Closed
PFS
729
Prospera Financial Services
Texas
-$216K -3,004 Closed
FTDI
730
First Trust Direct Indexing
Massachusetts
-$207K -2,885 Closed
PE
731
Point72 Europe
United Kingdom
-$207K -2,881 Closed
HCA
732
Harbor Capital Advisors
Illinois
-$187K -2,604 Closed
AS
733
AM Squared
Hong Kong
-$122K -1,700 Closed
MA
734
Montag & Associates
Georgia
-$108K -1,500 Closed
MIFH
735
Migdal Insurance & Financial Holdings
Israel
-$67K -914 Closed
TWM
736
Tradition Wealth Management
Minnesota
-$50K -690 Closed
OP
737
ORG Partners
Indiana
-$49K -682 Closed
AWM
738
Ameliora Wealth Management
Switzerland
-$45.7K -636 Closed
QT
739
Quantbot Technologies
New York
-$40.9K -569 Closed
LIWM
740
Long Island Wealth Management
New York
-$33K -464 Closed
LA
741
LM Advisors
California
-$28.8K -400 Closed
GWS
742
Glassman Wealth Services
Virginia
-$20.4K -283 Closed
CCA
743
Catalyst Capital Advisors
New York
-$17.2K -239 Closed
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
-$15.1K -210 Closed
WTG
745
West Tower Group
Virginia
-$7.26K -101 Closed
MTIM
746
Marathon Trading Investment Management
Pennsylvania
-$6.67K -100 Closed
AT
747
Arlington Trust
Alabama
-$6.4K -89 Closed
WT
748
Washington Trust
Rhode Island
-$5.46K -76 Closed
WAM
749
WFA Asset Management
Wisconsin
-$4.32K -60 Closed
GIA
750
GHP Investment Advisors
Colorado
-$3.6K -50 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.