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753 hedge funds and large institutions have $17B invested in Zoom in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 282 increasing their positions, 221 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

28% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 221

20% more call options, than puts

Call options by funds: $2.37B | Put options by funds: $1.97B

0.9% more ownership

Funds ownership: 62.44%63.34% (+0.9%)

0% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 115

2% less funds holding

Funds holding: 766753 (-13)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1B)

Holders
753
Holders Change
-13
Holders Change %
-1.7%
% of All Funds
12.69%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
115
Increased
282
Reduced
221
Closed
115
Calls
$2.37B
Puts
$1.97B
Net Calls
+$399M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
AE Wealth Management
Kansas
$778K +$243K +2,300 +47%
AG
327
AIA Group
Hong Kong
$772K -$154K -1,460 -17%
CMI
328
Clare Market Investments
Texas
$771K +$411K +3,898 +120%
WS
329
Wedbush Securities
California
$760K -$187K -1,770 -20%
BW
330
Basepoint Wealth
Iowa
$758K +$741K +7,024 New
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$758K -$48.3K -458 -6%
BBA
332
Baader Bank Aktiengesellschaft
Germany
$756K +$738K +7,000 New
EW
333
Evoke Wealth
California
$753K +$316 +3 +0%
Truist Financial
334
Truist Financial
North Carolina
$750K -$304K -2,884 -29%
BA
335
Bristlecone Advisors
Washington
$749K +$376K +3,567 +106%
HAG
336
HighPoint Advisor Group
Illinois
$744K +$670K +6,356 New
EI
337
Ethic Inc
New York
$743K +$94.2K +893 +15%
CAM
338
Claret Asset Management
Quebec, Canada
$739K +$722K +6,849 New
GTCM
339
Gyon Technologies Capital Management
New Jersey
$735K +$481K +4,562 +203%
SIM
340
Spark Investment Management
New York
$734K
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$731K +$72.8K +690 +12%
PWA
342
Phoenix Wealth Advisors
North Carolina
$726K -$89.2K -846 -11%
Lazard Asset Management
343
Lazard Asset Management
New York
$711K -$620K -5,876 -47%
AP
344
Adero Partners
California
$703K +$270K +2,562 +58%
AAS
345
Annex Advisory Services
Wisconsin
$698K +$6.75K +64 +1%
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$696K +$236K +2,241 +53%
HCA
347
Harbor Capital Advisors
Illinois
$686K -$909K -8,618 -58%
CIA
348
Capital Impact Advisors
Massachusetts
$682K +$124K +1,172 +23%
B
349
Bellecapital
Switzerland
$675K +$262K +2,483 +66%
CAN
350
Cetera Advisor Networks
California
$670K +$104K +982 +19%

ZM Hedge Fund Activity: Q2 2022 in Review

753 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2022, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Fund positioning in ZM was balanced in Q2 2022: 115 funds opened new positions, 115 closed out, 282 added to existing stakes and 221 trimmed.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $495M. The largest seller was T. Rowe Price Associates, cutting an estimated $436M.

  • 753 institutional investors held Zoom (ZM) as of Q2 2022, down from 766 in Q1 2022.
  • Funds reported $17B of Zoom stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 115 funds opened new Zoom positions in Q2 2022 and 115 closed out, a net change of 0 holders.
  • The largest Zoom buyer in Q2 2022 was Public Investment Fund, an estimated $495M added.
  • The largest Zoom seller in Q2 2022 was T. Rowe Price Associates, an estimated $436M sold.

Based on aggregated 13F filings for Q2 2022.