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753 hedge funds and large institutions have $17B invested in Zoom in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 282 increasing their positions, 221 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

28% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 221

20% more call options, than puts

Call options by funds: $2.37B | Put options by funds: $1.97B

0.9% more ownership

Funds ownership: 62.44%63.34% (+0.9%)

0% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 115

2% less funds holding

Funds holding: 766753 (-13)

6% less capital invested

Capital invested by funds: $18B → $17B (-$1B)

Holders
753
Holders Change
-13
Holders Change %
-1.7%
% of All Funds
12.69%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
115
Increased
282
Reduced
221
Closed
115
Calls
$2.37B
Puts
$1.97B
Net Calls
+$399M
Net Calls Change
+$914M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
451
American Trust
Kentucky
$265K -$174K -1,650 -40%
HCM
452
Helios Capital Management
Singapore
$265K +$105K +1,000 +69%
VFA
453
Valeo Financial Advisors
Indiana
$264K +$949 +9 +0.4%
FHA
454
First Horizon Advisors
Tennessee
$264K +$258K +2,448 +81,600%
SWMP
455
Signature Wealth Management Partners
New Jersey
$262K +$11.1K +105 +5%
BCI
456
Brinker Capital Investments
Pennsylvania
$261K +$12.7K +120 +5%
DT
457
Diversified Trust
Tennessee
$261K +$255K +2,421 New
EFM
458
E Fund Management
China
$259K +$11.1K +105 +5%
LWM
459
Laidlaw Wealth Management
New York
$258K +$33.3K +316 +15%
Acadian Asset Management
460
Acadian Asset Management
Massachusetts
$257K +$19.2K +182 +8%
PCIA
461
Prime Capital Investment Advisors
Kansas
$255K -$114K -1,084 -31%
BIAS
462
Beacon Investment Advisory Services
New Jersey
$255K -$15.2K -144 -6%
EF
463
Empowered Funds
Pennsylvania
$255K +$250K +2,366 New
SS
464
Simplicity Solutions
Minnesota
$254K -$109K -1,031 -31%
IIA
465
IPG Investment Advisors
California
$254K +$248K +2,348 New
AI
466
Atom Investors
Texas
$254K +$248K +2,350 New
LPIC
467
LeJeune Puetz Investment Counsel
Michigan
$251K +$245K +2,325 New
PA
468
Prism Advisors
California
$250K
CA
469
CoreCap Advisors
Michigan
$248K +$9.49K +90 +4%
PA
470
Parallel Advisors
California
$248K +$35K +332 +17%
FMAEN1
471
Fund Management at Engine No 1
California
$248K +$47.4K +449 +24%
CCG
472
Coastwise Capital Group
California
$246K -$211 -2 -0.1%
PWPS
473
Pinnacle Wealth Planning Services
Ohio
$243K +$7.49K +71 +3%
RHBC
474
R.H. Bluestein & Co
Michigan
$243K +$237K +2,250 New
SAM
475
SP Asset Management
California
$243K +$237K +2,250 New

ZM Hedge Fund Activity: Q2 2022 in Review

753 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2022, worth a combined $17B — down 5.6% from $18B a quarter earlier.

Fund positioning in ZM was balanced in Q2 2022: 115 funds opened new positions, 115 closed out, 282 added to existing stakes and 221 trimmed.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $495M. The largest seller was T. Rowe Price Associates, cutting an estimated $436M.

  • 753 institutional investors held Zoom (ZM) as of Q2 2022, down from 766 in Q1 2022.
  • Funds reported $17B of Zoom stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 115 funds opened new Zoom positions in Q2 2022 and 115 closed out, a net change of 0 holders.
  • The largest Zoom buyer in Q2 2022 was Public Investment Fund, an estimated $495M added.
  • The largest Zoom seller in Q2 2022 was T. Rowe Price Associates, an estimated $436M sold.

Based on aggregated 13F filings for Q2 2022.