We are live on ! Find out more

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
AAS
401
Ameritas Advisory Services
Nebraska
$249K +$21.2K +223 +7%
CIBC World Market
402
CIBC World Market
Ontario, Canada
$247K -$205K -2,155 -39%
PP
403
Prudential plc
United Kingdom
$247K +$35.8K +376 +13%
SS
404
Simplicity Solutions
Minnesota
$246K +$94.2K +989 +42%
CAN
405
Claraphi Advisory Network
United States
$246K +$318K +3,345 New
DT
406
Diversified Trust
Tennessee
$238K +$77.4K +813 +34%
SPC
407
Sigma Planning Corp
Michigan
$235K -$109K -1,150 -27%
SPIA
408
Steward Partners Investment Advisory
New York
$235K +$571 +6 +0.2%
BRWA
409
B. Riley Wealth Advisors
Florida
$234K +$109K +1,147 +56%
SWP
410
Stratos Wealth Partners
Ohio
$233K -$60.2K -632 -17%
EF
411
Empowered Funds
Pennsylvania
$232K +$75.8K +796 +34%
GC
412
GFG Capital
Florida
$228K -$1.81K -19 -0.6%
GPCM
413
Granite Point Capital Management
Massachusetts
$221K -$95.2K -1,000 -25%
RCA
414
Roberts Capital Advisors
Colorado
$220K
AC
415
Avestar Capital
New York
$219K -$122K -1,283 -30%
SMH
416
Sanders Morris Harris
Texas
$216K
MCM
417
MAI Capital Management
Ohio
$216K +$279K +2,931 New
Neuberger Berman Group
418
Neuberger Berman Group
New York
$210K -$4.86M -51,007 -95%
VVP
419
Venture Visionary Partners
Ohio
$205K -$46.7K -490 -15%
Verition Fund Management
420
Verition Fund Management
Connecticut
$203K -$989K -10,387 -79%
TCOV
421
Trust Company of Vermont
Vermont
$203K +$53.7K +564 +26%
FHA
422
First Horizon Advisors
Tennessee
$197K +$22.7K +238 +10%
S
423
SignatureFD
Georgia
$189K -$227K -2,387 -48%
LC
424
Lindbrook Capital
California
$184K -$27.6K -290 -10%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$183K -$261K -2,742 -52%

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.