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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
AIG
726
American International Group
New York
-$139K -2,124 Closed
TC
727
Truvestments Capital
Florida
-$133K -2,032 Closed
AWM
728
Avondale Wealth Management
Texas
-$95.6K -1,462 Closed
SP
729
Systematic Portfolios
New York
-$204K -1,061 Closed
PP
730
Paloma Partners
Connecticut
-$68K -1,040 Closed
EC
731
EntryPoint Capital
New York
-$49.3K -754 Closed
GAM
732
Groupama Asset Management
France
-$44.5K -681 Closed
First Manhattan
733
First Manhattan
New York
-$25.9K -396 Closed
HFS
734
Hantz Financial Services
Michigan
-$22K -340 Closed
Jones Financial Companies
735
Jones Financial Companies
Missouri
-$21.9K -335 Closed
SN
736
Sittner & Nelson
Oregon
-$13.7K -210 Closed
MAM
737
Marquette Asset Management
Minnesota
-$6.54K -100 Closed
JWM
738
Janiczek Wealth Management
Colorado
-$5.88K -90 Closed
VL
739
Vima LLC
Michigan
-$5.98K -81 Closed
IGWM
740
ICA Group Wealth Management
Colorado
-$3.92K -60 Closed
FSWA
741
Financial Synergies Wealth Advisors
Texas
-$3.46K -53 Closed
DAM
742
Delta Asset Management
Tennessee
-$3.27K -50 Closed
ECM
743
Estabrook Capital Management
New York
-$3.27K -50 Closed
ACM
744
Accent Capital Management
Ohio
-$3.07K -47 Closed
NIC
745
Northwest Investment Counselors
Oregon
-$2.94K -45 Closed
PWMG
746
Private Wealth Management Group
New Jersey
-$2.94K -45 Closed
OCM
747
Orion Capital Management
California
-$2.55K -39 Closed
BWL
748
Bogart Wealth LLC
Virginia
-$981 -15 Closed
CWA
749
Carolina Wealth Advisors
South Carolina
-$849 -13 Closed
OLVIG
750
Oliver Lagore Vanvalin Investment Group
Michigan
-$784 -12 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.