ZM icon

Zoom
ZM

Overview Fund Activity

665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$499M
3
KBC Group
3
KBC Group
Belgium
$115M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$199M
5
Ensign Peak Advisors
5
Ensign Peak Advisors
Utah
$74.7M

Top Sellers

1
PIF
1
Public Investment Fund
Saudi Arabia
$0
2
AIM
2
ARK Investment Management
Florida
$414M
3
Morgan Stanley
3
Morgan Stanley
New York
$197M
4
NAMA
4
Nikko Asset Management Americas
New York
$282M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$320M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
726
Montag & Associates
Georgia
– – -1,500 Closed
MIFH
727
Migdal Insurance & Financial Holdings
Israel
– – -914 Closed
TWM
728
Tradition Wealth Management
Minnesota
– – -690 Closed
OP
729
ORG Partners
Indiana
– – -682 Closed
AWM
730
Ameliora Wealth Management
Switzerland
– – -636 Closed
QT
731
Quantbot Technologies
New York
– – -569 Closed
LIWM
732
Long Island Wealth Management
New York
– – -464 Closed
LA
733
LM Advisors
California
– – -400 Closed
GWS
734
Glassman Wealth Services
Virginia
– – -283 Closed
CCA
735
Catalyst Capital Advisors
New York
– – -239 Closed
MSFP
736
Mark Sheptoff Financial Planning
Connecticut
– – -210 Closed
WTG
737
West Tower Group
Virginia
– – -101 Closed
MTIM
738
Marathon Trading Investment Management
Pennsylvania
– – -100 Closed
AT
739
Arlington Trust
Alabama
– – -89 Closed
WT
740
Washington Trust
Rhode Island
– – -76 Closed
WAM
741
WFA Asset Management
Wisconsin
– – -60 Closed
HWA
742
HHM Wealth Advisors
Tennessee
– – -50 Closed
GIA
743
GHP Investment Advisors
Colorado
– – -50 Closed
ODG
744
O'Dell Group
Ohio
– – -47 Closed
AA
745
AlphaMark Advisors
Kentucky
– – -29 Closed
GI
746
Gradient Investments
Minnesota
– – -28 Closed
TCWA
747
Turtle Creek Wealth Advisors
Texas
– – -28 Closed
FWM
748
Focused Wealth Management
New York
– – -23 Closed
FBC
749
Fairfield, Bush & Co
Connecticut
– – -22 Closed
FMP
750
Financial Management Professionals
Texas
– – -20 Closed
27 28 29
30
31