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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
SGI
176
Summit Global Investments
Utah
$3.92M +$3.8M +56,960 +1,862%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$3.84M -$870K -13,053 -18%
GAAM
178
Guinness Atkinson Asset Management
California
$3.81M
FAF
179
Fjarde Ap-fonden
Sweden
$3.71M +$40K +600 +1%
HCM
180
Hudson Capital Management
New Jersey
$3.68M +$94.6K +1,419 +3%
DIA
181
Dana Investment Advisors
Wisconsin
$3.67M +$3.74M +56,121 New
UIM
182
USS Investment Management
United Kingdom
$3.62M +$272K +4,078 +8%
SC
183
Savant Capital
Illinois
$3.42M +$3.48M +52,249 New
VOYA Investment Management
184
VOYA Investment Management
Georgia
$3.34M +$1.26M +18,839 +58%
II
185
IFM Investors
Australia
$3.3M +$42.1K +632 +1%
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.3M -$4.24M -63,544 -56%
Verition Fund Management
187
Verition Fund Management
Connecticut
$3.28M +$2.6M +38,972 +348%
NAMM
188
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.26M -$23.1K -347 -0.7%
FAF
189
Första AP-fonden
Sweden
$3.25M +$433K +6,500 +15%
QGA
190
Q Global Advisors
Texas
$3.21M
Group One Trading
191
Group One Trading
Illinois
$3.2M -$2.75M -41,203 -46%
RFM
192
Royal Fund Management
Florida
$2.98M +$1.91M +28,700 +170%
Osaic Holdings
193
Osaic Holdings
Arizona
$2.97M -$841K -12,623 -22%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$2.89M +$944K +14,170 +47%
LG
195
Lane Generational
Massachusetts
$2.85M +$1.05M +15,699 +56%
NAM
196
Nissay Asset Management
Japan
$2.75M +$97.2K +1,459 +4%
URS
197
Utah Retirement Systems
Utah
$2.72M +$6.67K +100 +0.2%
TAF
198
Tredje AP-fonden
Sweden
$2.69M +$187K +2,812 +7%
FIM
199
FWL Investment Management
Texas
$2.68M -$268K -4,016 -9%
SO
200
STRS Ohio
Ohio
$2.64M +$1.23M +18,419 +84%

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.