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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
WEG
376
World Equity Group
Illinois
$532K +$617K +4,534 New
SC
377
Sepio Capital
Utah
$531K +$152K +1,119 +33%
AP
378
Adero Partners
California
$516K +$5.85K +43 +1%
AWA
379
Aaron Wealth Advisors
Illinois
$515K +$8.21M +60,373 New
CIBC World Market
380
CIBC World Market
Ontario, Canada
$512K +$60.1K +442 +11%
EGM
381
Engineers Gate Manager
New York
$494K -$578K -4,249 -50%
SDH
382
Sloy Dahl & Holst
Washington
$494K -$260K -1,913 -31%
IMRF
383
Illinois Municipal Retirement Fund
Illinois
$494K
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$493K
SWP
385
Stratos Wealth Partners
Ohio
$492K +$136 +1 +0%
CPC
386
Congress Park Capital
New York
$489K +$105K +775 +23%
PCMC
387
Paragon Capital Management (Colorado)
Colorado
$488K
VRM
388
Vectors Research Management
New York
$488K +$12.5K +92 +2%
CANY
389
Caxton Associates (New York)
New York
$487K +$565K +4,152 New
AT
390
American Trust
Kentucky
$481K +$558K +4,100 New
DA
391
Doliver Advisors
Texas
$479K +$556K +4,086 New
YIH
392
Y-Intercept (HK)
Hong Kong
$467K +$542K +3,982 New
HC
393
HNP Capital
New York
$462K -$14.4K -106 -3%
WIM
394
WealthPlan Investment Management
Nebraska
$452K +$618K +4,542 New
WP
395
WealthPLAN Partners
Nebraska
$452K +$618K +4,542 New
CL
396
CPWM LLC
Washington
$450K +$816 +6 +0.2%
New York State Teachers Retirement System (NYSTRS)
397
New York State Teachers Retirement System (NYSTRS)
New York
$445K +$422K +3,100 +443%
IAIM
398
International Assets Investment Management
Florida
$443K -$14.1K -104 -3%
B
399
Bellecapital
Switzerland
$442K +$513K +3,769 New
CWM
400
Centric Wealth Management
Illinois
$429K +$2.04K +15 +0.4%

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.