We are live on ! Find out more

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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$668K +$147K +1,395 +29%
IAA
352
Independent Advisor Alliance
North Carolina
$663K -$76K -721 -11%
PAS
353
Park Avenue Securities
New York
$663K +$76.9K +729 +13%
BMCM
354
Burns Matteson Capital Management
New York
$660K +$332K +3,149 +106%
WEG
355
World Equity Group
Illinois
$649K +$156K +1,480 +33%
CCP
356
Corient Capital Partners
California
$645K +$403K +3,819 +178%
MCC
357
Malaga Cove Capital
California
$644K -$8.54K -81 -1%
RIM
358
Redpoint Investment Management
Australia
$637K
EMG
359
ETF Managers Group
New Jersey
$629K +$364K +3,456 +160%
SLAM
360
Swiss Life Asset Management
$624K -$2.15M -20,348 -78%
CWM
361
Concentrum Wealth Management
California
$623K
LCM
362
Lattice Capital Management
Washington
$615K
AIP
363
Ameritas Investment Partners
Nebraska
$609K +$25.9K +246 +5%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$596K +$122K +1,153 +26%
AAS
365
Avantax Advisory Services
Texas
$595K +$309K +2,934 +114%
IWM
366
IHT Wealth Management
Illinois
$569K -$1.58K -15 -0.3%
OCM
367
Octahedron Capital Management
California
$567K
LNWWM
368
Laird Norton Wetherby Wealth Management
California
$565K +$262K +2,483 +90%
Millennium Management
369
Millennium Management
New York
$562K -$73.6M -698,284 -99%
ACM
370
AlphaCrest Capital Management
New York
$555K +$210K +1,990 +63%
DCM
371
DGS Capital Management
New Jersey
$553K -$1.05K -10 -0.2%
MFG
372
Merit Financial Group
Georgia
$553K +$303K +2,875 +128%
EAM
373
Evanson Asset Management
California
$549K +$6.01K +57 +1%
VI
374
Vestcor Inc
New Brunswick, Canada
$548K +$171K +1,625 +47%
MHS
375
M Holdings Securities
Oregon
$546K -$91.2K -865 -15%

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.