We are live on ! Find out more
ZM icon

Zoom
ZM

697 hedge funds and large institutions have $13.3B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 200 increasing their positions, 240 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

8% more funds holding

Funds holding: 644 → 697 (+53)

8% more capital invested

Capital invested by funds: $12.3B → $13.3B (+$975M)

1.5% more ownership

Funds ownership: 70.2% → 71.7% (+1.5%)

17% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 240

28% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.48B

Holders
697
Holders Change
+53
Holders Change %
+8.23%
% of All Funds
10.16%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
132
Increased
200
Reduced
240
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$169M
2
Millennium Management
Millennium Management
New York
+$117M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$109M
4
Jane Street
Jane Street
New York
+$62.4M
5
Goldman Sachs
Goldman Sachs
New York
+$58M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$287M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$145M
3
First Trust Advisors
First Trust Advisors
Illinois
-$98.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.6M
5
CCM
CloudAlpha Capital Management
Hong Kong
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B +$47.7M +721,923 +3%
BlackRock
2
BlackRock
New York
$1.03B +$27.6M +416,783 +3%
AIM
3
ARK Investment Management
Florida
$788M +$51.7M +781,663 +8%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$475M +$14.3M +216,768 +3%
NAMA
5
Nikko Asset Management Americas
New York
$435M +$15.4M +233,321 +4%
NMO
6
Newlands Management Operations
Texas
$416M – – –
State Street
7
State Street
Massachusetts
$408M +$14.7M +221,637 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$405M +$53.2M +804,781 +17%
Morgan Stanley
9
Morgan Stanley
New York
$397M +$169M +2,555,530 +86%
UBS AM
10
UBS AM
Illinois
$391M +$43.1M +652,050 +14%
Renaissance Technologies
11
Renaissance Technologies
New York
$352M +$948K +14,334 +0.3%
PIF
12
Public Investment Fund
Saudi Arabia
$338M – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$289M +$17.8M +268,891 +7%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$286M +$3.75M +56,700 +1%
Alkeon Capital Management
15
Alkeon Capital Management
New York
$247M +$486K +7,355 +0.2%
Fidelity International
16
Fidelity International
Bermuda
$221M +$2.68M +40,456 +1%
Two Sigma Investments
17
Two Sigma Investments
New York
$202M -$6.79M -102,610 -4%
Norges Bank
18
Norges Bank
Norway
$164M -$287M -4,347,345 -66%
Millennium Management
19
Millennium Management
New York
$156M +$117M +1,765,405 +438%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$141M +$22.4M +338,700 +21%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$136M +$57M +861,742 +84%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$131M +$32.3M +487,796 +36%
First Trust Advisors
23
First Trust Advisors
Illinois
$123M -$98.1M -1,483,165 -46%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$119M +$109M +1,647,831 +25,305%
Northern Trust
25
Northern Trust
Illinois
$112M -$883K -13,359 -0.9%
1
2 3 4 5

ZM Hedge Fund Activity: Q4 2023 in Review

697 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2023, worth a combined $13.3B — up 7.9% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ZM positions and 73 closed out — a net gain of 59 holders — while 200 added to existing stakes and 240 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $169M. The largest seller was Norges Bank, cutting an estimated $287M.

  • 697 institutional investors held Zoom (ZM) as of Q4 2023, up from 644 in Q3 2023.
  • Funds reported $13.3B of Zoom stock for Q4 2023, up 7.9% quarter-over-quarter.
  • 132 funds opened new Zoom positions in Q4 2023 and 73 closed out, a net change of +59 holders.
  • The largest Zoom buyer in Q4 2023 was Morgan Stanley, an estimated $169M added.
  • The largest Zoom seller in Q4 2023 was Norges Bank, an estimated $287M sold.

Based on aggregated 13F filings for Q4 2023.