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766 hedge funds and large institutions have $18B invested in Zoom in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 283 increasing their positions, 228 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 228

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

1.2% less ownership

Funds ownership: 63.64%62.44% (-1.2%)

6% less funds holding

Funds holding: 814766 (-48)

16% less call options, than puts

Call options by funds: $2.7B | Put options by funds: $3.22B

25% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 163

36% less capital invested

Capital invested by funds: $28.3B → $18B (-$10.2B)

Holders
766
Holders Change
-48
Holders Change %
-5.9%
% of All Funds
12.08%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
123
Increased
283
Reduced
228
Closed
163
Calls
$2.7B
Puts
$3.22B
Net Calls
-$514M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
Surevest
California
$1.02M +$227K +1,669 +24%
WorldQuant Millennium Advisors
302
WorldQuant Millennium Advisors
New York
$1.01M -$13.9M -102,092 -92%
AG
303
AIA Group
Hong Kong
$1.01M -$1.67M -12,279 -59%
VWA
304
V Wealth Advisors
Kansas
$1M +$457K +3,357 +64%
FHA
305
Flagship Harbor Advisors
Massachusetts
$986K -$46.5K -342 -4%
KAS
306
Kestra Advisory Services
Texas
$968K +$29.1K +214 +3%
AC
307
Allstate Corporation
Illinois
$964K -$1.65M -12,148 -60%
VanEck Associates
308
VanEck Associates
New York
$952K -$679K -4,991 -38%
TI
309
Tidal Investments
Wisconsin
$952K +$104K +767 +10%
IP
310
Intellectus Partners
California
$928K +$92.5K +680 +9%
DF
311
Donoghue Forlines
Massachusetts
$880K +$411K +3,020 +67%
AFA
312
Abacus FCF Advisors
Florida
$880K +$1.02M +7,503 New
PWA
313
Phoenix Wealth Advisors
North Carolina
$879K +$1.03M +7,570 New
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$876K +$73.4K +540 +8%
Wellington Management Group
315
Wellington Management Group
Massachusetts
$873K -$49.9K -367 -5%
MFAM
316
Motley Fool Asset Management
Virginia
$871K -$35.8K -263 -3%
CIC
317
Cornercap Investment Counsel
Georgia
$865K +$1M +7,379 New
MYAM
318
Meiji Yasuda Asset Management
Japan
$858K -$49.4K -363 -5%
FA
319
FDx Advisors
Illinois
$840K +$467K +3,436 +92%
CC
320
Corton Capital
Ontario, Canada
$828K +$960K +7,059 New
Prudential Financial
321
Prudential Financial
New Jersey
$824K +$32.8K +241 +4%
CWM
322
CIBC World Markets
New York
$822K +$954K +7,012 New
EW
323
Evoke Wealth
California
$817K +$9.52K +70 +1%
IAA
324
Independent Advisor Alliance
North Carolina
$805K +$58.2K +428 +7%
AIL
325
AGF Investments LLC
Ontario, Canada
$804K +$421K +3,094 +82%

ZM Hedge Fund Activity: Q1 2022 in Review

766 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q1 2022, worth a combined $18B — down 36% from $28.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZM and 123 opened new positions — a net loss of 40 holders — while 228 trimmed existing stakes and 283 added.

The largest buyer was Renaissance Technologies, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.17B.

  • 766 institutional investors held Zoom (ZM) as of Q1 2022, down from 814 in Q4 2021.
  • Funds reported $18B of Zoom stock for Q1 2022, down 36% quarter-over-quarter.
  • 123 funds opened new Zoom positions in Q1 2022 and 163 closed out, a net change of -40 holders.
  • The largest Zoom buyer in Q1 2022 was Renaissance Technologies, an estimated $332M added.
  • The largest Zoom seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.17B sold.

Based on aggregated 13F filings for Q1 2022.