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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
HWA
751
HHM Wealth Advisors
Tennessee
-$3.6K -50 Closed
ODG
752
O'Dell Group
Ohio
-$3.38K -47 Closed
AA
753
AlphaMark Advisors
Kentucky
-$2K -29 Closed
GI
754
Gradient Investments
Minnesota
-$2.01K -28 Closed
TCWA
755
Turtle Creek Wealth Advisors
Texas
-$2.01K -28 Closed
FWM
756
Focused Wealth Management
New York
-$1.65K -23 Closed
FBC
757
Fairfield, Bush & Co
Connecticut
-$1.58K -22 Closed
FMP
758
Financial Management Professionals
Texas
-$1K -20 Closed
CFB
759
Cullen/Frost Bankers
Texas
-$1.08K -15 Closed
TFGT
760
TS Financial Group (TSFG)
Illinois
-$1K -15 Closed
CTC
761
Central Trust Company
Missouri
-$792 -11 Closed
EA
762
Evolution Advisers
Virginia
-$1K -10 Closed
RIM
763
Rockbridge Investment Management
New York
-$720 -10 Closed
TIM
764
Tortoise Investment Management
New York
-$575 -8 Closed
GWMIA
765
Global Wealth Management Investment Advisory
Florida
-$360 -5 Closed
AssetMark Inc
766
AssetMark Inc
California
-$216 -3 Closed
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$216 -3 Closed
IFAM
768
Institutional & Family Asset Management
Colorado
-$144 -2 Closed
BBHC
769
Brown Brothers Harriman & Co
New York
-$72 -1 Closed
VWWMG
770
Vermillion & White Wealth Management Group
Pennsylvania
-$72 -1 Closed
CAL
771
Capital Advisors Ltd
Ohio
+$67 +1 +25%

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.