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662 hedge funds and large institutions have $11.8B invested in Zoom in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 229 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.37B

1% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 229

0.45% more ownership

Funds ownership: 63.34%63.79% (+0.45%)

12% less funds holding

Funds holding: 753662 (-91)

31% less capital invested

Capital invested by funds: $17B → $11.8B (-$5.25B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

54% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 149

Holders
662
Holders Change
-91
Holders Change %
-12.08%
% of All Funds
11.4%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.26%
New
69
Increased
231
Reduced
229
Closed
149
Calls
$1.47B
Puts
$1.37B
Net Calls
+$94M
Net Calls Change
-$305M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
251
AJ Wealth Strategies
New York
$940K +$151K +1,590 +14%
SEC
252
Seven Eight Capital
New York
$940K +$1.22M +12,771 New
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$938K -$730K -7,667 -38%
MWM
254
Mission Wealth Management
California
$928K +$1.24K +13 +0.1%
SMFG
255
Sumitomo Mitsui Financial Group
Japan
$919K -$2.24M -23,492 -66%
Mariner
256
Mariner
Kansas
$918K -$34.8K -365 -3%
Macquarie Group
257
Macquarie Group
Australia
$913K -$546K -5,732 -32%
GVAG
258
Great Valley Advisor Group
Delaware
$913K +$1.18M +12,407 New
Korea Investment Corp
259
Korea Investment Corp
South Korea
$905K -$457K -4,801 -28%
BCM
260
Becker Capital Management
Oregon
$905K -$112K -1,175 -9%
DADC
261
D.A. Davidson & Co
Montana
$879K +$104K +1,094 +10%
S
262
Surevest
California
$864K +$187K +1,960 +20%
SW
263
SVB Wealth
Massachusetts
$823K +$1.06M +11,180 New
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$816K -$2.67M -27,993 -72%
MA
265
Momentum Advisors
New York
$809K +$63.1K +663 +6%
AWM
266
Axxcess Wealth Management
California
$807K +$33.2K +349 +3%
EGM
267
Engineers Gate Manager
New York
$806K +$161K +1,687 +18%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$804K +$418K +4,386 +67%
HI
269
Harrington Investments
California
$795K +$90.3K +948 +10%
CCM
270
CAAS Capital Management
New York
$793K +$1.03M +10,775 New
PAM
271
Panagora Asset Management
Massachusetts
$791K -$7.62K -80 -0.7%
Walleye Capital
272
Walleye Capital
New York
$791K +$752K +7,902 +278%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$785K +$84.6K +889 +9%
MIM
274
MetLife Investment Management
New Jersey
$771K -$5.43K -57 -0.5%
RA
275
Resolute Advisors
California
$770K +$520K +5,466 +109%

ZM Hedge Fund Activity: Q3 2022 in Review

662 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2022, worth a combined $11.8B — down 31% from $17B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of ZM and 69 opened new positions — a net loss of 80 holders — while 229 trimmed existing stakes and 231 added.

The largest buyer was Vanguard Group, adding an estimated $309M. The largest seller was Morgan Stanley, cutting an estimated $557M.

  • 662 institutional investors held Zoom (ZM) as of Q3 2022, down from 753 in Q2 2022.
  • Funds reported $11.8B of Zoom stock for Q3 2022, down 31% quarter-over-quarter.
  • 69 funds opened new Zoom positions in Q3 2022 and 149 closed out, a net change of -80 holders.
  • The largest Zoom buyer in Q3 2022 was Vanguard Group, an estimated $309M added.
  • The largest Zoom seller in Q3 2022 was Morgan Stanley, an estimated $557M sold.

Based on aggregated 13F filings for Q3 2022.