We are live on ! Find out more

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
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$8.86M
AAF
127
Andra AP-fonden
Sweden
$8.77M +$3.95M +59,200 +79%
PD
128
Point72 (DIFC)
United Arab Emirates
$8.59M +$8.76M +131,394 New
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$8.54M +$514K +7,710 +6%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$8.48M +$1.36M +20,367 +19%
Allianz Asset Management
131
Allianz Asset Management
Germany
$8.32M +$2.8M +42,037 +49%
SOMRS
132
State of Michigan Retirement System
Michigan
$7.73M
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$7.6M +$156K +2,342 +2%
BPA
134
Beacon Pointe Advisors
California
$7.5M +$2.6M +39,024 +52%
GC
135
Gratus Capital
Georgia
$7.39M +$254K +3,816 +3%
HighTower Advisors
136
HighTower Advisors
Illinois
$7.25M -$33.8K -507 -0.5%
Axa
137
Axa
France
$7.18M +$2.96M +44,371 +68%
EF
138
Empowered Funds
Pennsylvania
$7.07M +$6.73M +100,982 +1,414%
GAM
139
Gotham Asset Management
New York
$6.89M +$4.38M +65,649 +165%
KA
140
Kerrisdale Advisers
Florida
$6.7M -$204K -3,065 -3%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$6.66M +$21K +315 +0.3%
IMRF
142
Illinois Municipal Retirement Fund
Illinois
$6.53M +$561K +8,415 +9%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.51M -$515K -7,732 -7%
MSV
144
MN Services Vermogensbeheer
Netherlands
$6.48M -$573K -8,600 -8%
LSA
145
Leonteq Securities AG
Switzerland
$6.46M -$739K -11,090 -10%
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$6.41M -$398K -5,971 -6%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$6.2M +$318K +4,766 +5%
Franklin Resources
148
Franklin Resources
California
$6.18M +$5.06M +75,940 +409%
LPL Financial
149
LPL Financial
California
$6.16M -$1.29M -19,370 -17%
Walleye Capital
150
Walleye Capital
New York
$6.13M +$6.25M +93,844 New

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.