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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
UMC
426
United Maritime Capital
New York
$365K +$423K +3,110 New
VCP
427
Verus Capital Partners
Arizona
$365K +$482K +3,547 New
YCM
428
Yousif Capital Management
Michigan
$364K -$1.77K -13 -0.4%
GC
429
GFG Capital
Florida
$363K +$163K +1,195 +63%
IC
430
Intersect Capital
California
$357K +$544 +4 +0.1%
HCM
431
HGI Capital Management
New York
$353K -$25.3K -186 -6%
RCA
432
Roberts Capital Advisors
Colorado
$350K
AA
433
Ancora Advisors
Ohio
$348K +$375K +2,757 +1,307%
BMCM
434
Burns Matteson Capital Management
New York
$348K +$66.5K +489 +20%
WG
435
Winton Group
United Kingdom
$343K +$398K +2,927 New
ETC
436
Exchange Traded Concepts
Oklahoma
$342K -$57.8K -425 -13%
SMH
437
Sanders Morris Harris
Texas
$340K +$394K +2,900 New
TMAM
438
Tokio Marine Asset Management
Japan
$339K +$64.1K +471 +19%
BRWA
439
B. Riley Wealth Advisors
Florida
$332K -$52.4K -385 -12%
BC
440
Bridgefront Capital
Texas
$325K +$199K +1,462 +112%
CW
441
CreativeOne Wealth
Kansas
$325K +$377K +2,770 New
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$322K +$70.6K +519 +23%
BCM
443
Bayesian Capital Management
New York
$314K +$364K +2,680 New
FIM
444
Freedom Investment Management
Connecticut
$313K -$215K -1,583 -37%
LC
445
Lindbrook Capital
California
$312K +$95.1K +699 +36%
FAIM
446
Financial Advocates Investment Management
Washington
$311K -$155K -1,142 -30%
CLOS
447
Compagnie Lombard Odier SCmA
Switzerland
$311K +$116K +850 +47%
EM
448
Excalibur Management
Massachusetts
$309K +$358K +2,632 New
FIA
449
Foundations Investment Advisors
Arizona
$305K -$21.9K -161 -6%
AAM
450
Advisors Asset Management
Colorado
$302K -$8.43K -62 -2%

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.