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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
GF
351
Gabelli Funds
New York
$368K
CHM
352
Collaborative Holdings Management
New York
$368K +$476K +5,000 New
MFG
353
Merit Financial Group
Georgia
$362K -$18.9K -198 -4%
CCM
354
Chimera Capital Management
New York
$361K +$467K +4,910 New
ODIJL
355
One Day In July LLC
Vermont
$357K
IA
356
IFP Advisors
Florida
$354K +$102K +1,073 +29%
WEG
357
World Equity Group
Illinois
$348K -$122K -1,280 -21%
KOC
358
Koss-Olinger Consulting
Florida
$347K +$449K +4,718 New
Cetera Investment Advisers
359
Cetera Investment Advisers
Illinois
$346K -$409K -4,298 -48%
MHS
360
M Holdings Securities
Oregon
$344K -$37.1K -390 -8%
Bank Julius Baer & Co
361
Bank Julius Baer & Co
Switzerland
$339K +$326K +3,425 +289%
XT
362
XTX Topco
Cayman Islands
$337K +$436K +4,577 New
AWM
363
Avondale Wealth Management
Texas
$335K +$188K +1,970 +76%
VA
364
Valmark Advisers
Ohio
$333K +$431K +4,525 New
CIA
365
Capital Impact Advisors
Massachusetts
$321K -$186K -1,957 -31%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$317K -$36.2K -380 -8%
MA
367
Mutual Advisors
Nebraska
$315K +$6.95K +73 +2%
SC
368
Sepio Capital
Utah
$312K -$30K -315 -7%
TMAM
369
Tokio Marine Asset Management
Japan
$312K +$71.9K +755 +22%
AA
370
Ancora Advisors
Ohio
$307K -$17.1K -180 -4%
PCMC
371
Paragon Capital Management (Colorado)
Colorado
$306K
WIM
372
WealthPlan Investment Management
Nebraska
$306K +$417K +4,382 New
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$302K -$223K -2,343 -36%
GS
374
Gagnon Securities
New York
$302K +$1.14K +12 +0.3%
EM
375
Excalibur Management
Massachusetts
$300K -$14.6K -153 -4%

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.