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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
AAS
451
Avantax Advisory Services
Texas
$301K +$43.4K +319 +14%
DAS
452
Dynamic Advisor Solutions
Arizona
$297K -$29.9K -220 -8%
NB
453
Norinchukin Bank
Japan
$294K +$67.6K +497 +25%
BIAS
454
Beacon Investment Advisory Services
New Jersey
$293K +$7.07K +52 +2%
AAS
455
Ameritas Advisory Services
Nebraska
$293K +$98.1K +721 +41%
BCM
456
BlueCrest Capital Management
Jersey
$293K +$340K +2,500 New
VFA
457
Valeo Financial Advisors
Indiana
$286K +$17.3K +127 +5%
IA
458
IFP Advisors
Florida
$278K +$372K +2,732 +292%
PSUF
459
People's United Financial
Connecticut
$276K -$65.1K -479 -17%
FCH
460
Freestone Capital Holdings
Washington
$273K +$160K +1,173 +101%
SWMP
461
Signature Wealth Management Partners
New Jersey
$272K +$316K +2,321 New
PA
462
Prism Advisors
California
$271K
BCI
463
Brinker Capital Investments
Pennsylvania
$270K -$18.2K -134 -6%
WWM
464
Western Wealth Management
Colorado
$270K +$163K +1,202 +109%
EFM
465
E Fund Management
China
$269K
CI
466
Cigna Investments
Connecticut
$268K +$97.1K +714 +45%
CCG
467
Coastwise Capital Group
California
$268K +$311K +2,285 New
KPWS
468
Kestra Private Wealth Services
Texas
$266K +$67.5K +496 +28%
EMG
469
ETF Managers Group
New Jersey
$265K +$5.44K +40 +2%
JCM
470
Jag Capital Management
Missouri
$265K +$112K +825 New
GTCM
471
Gyon Technologies Capital Management
New Jersey
$264K -$25.3K -186 -8%
MFG
472
Merit Financial Group
Georgia
$263K +$305K +2,244 New
PP
473
Prudential plc
United Kingdom
$263K +$305K +2,246 New
IFG
474
Independent Financial Group
California
$263K +$15.8K +116 +5%
CA
475
CoreCap Advisors
Michigan
$259K +$175K +1,287 +140%

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.