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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
PCM
451
Penserra Capital Management
California
$87K +$2.86K +30 +3%
CI Investments Inc
452
CI Investments Inc
Ontario, Canada
$87K +$25K +263 +28%
HIIFS
453
Harel Insurance Investments & Financial Services
Israel
$84K -$6.57K -69 -6%
CI
454
CAZ Investments
Texas
$81K
CCA
455
Catalyst Capital Advisors
New York
$74K +$381 +4 +0.4%
EWA
456
EverSource Wealth Advisors
Alabama
$74K +$26.4K +277 +38%
HGERS
457
Householder Group Estate & Retirement Specialist
Arizona
$74K +$96.2K +1,010 New
CCM
458
Covington Capital Management
California
$73K +$27.1K +285 +40%
First Manhattan
459
First Manhattan
New York
$68K
IPAM
460
ICICI Prudential Asset Management
India
$68K +$16.3K +171 +23%
CFGS
461
Concourse Financial Group Securities
Alabama
$61K -$11.4K -120 -13%
AA
462
Alta Advisers
United Kingdom
$59K +$76.2K +800 New
FRA
463
Front Row Advisors
California
$55K
TWC
464
TD Waterhouse Canada
Ontario, Canada
$53.6K -$1.33M -13,937 -96%
ECU
465
Eisler Capital (UK)
United Kingdom
$52K +$67.7K +711 New
HPC
466
HM Payson & Co
Maine
$50K -$4.86K -51 -7%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$49K -$95 -1 -0.1%
UB
468
UMB Bank
Missouri
$48K -$20.9K -220 -25%
AWM
469
Ameliora Wealth Management
Switzerland
$47K +$60.6K +636 New
PFPT
470
Pinnacle Financial Partners (Tennessee)
Tennessee
$46K
SSG
471
Summit Securities Group
New York
$46K +$59.2K +622 New
GFPC
472
Global Financial Private Client
Florida
$44.4K +$28.6K +300 +100%
GRP
473
Global Retirement Partners
California
$44K +$286 +3 +0.6%
GWS
474
Glassman Wealth Services
Virginia
$43K +$10.8K +113 +24%
OIA
475
Optimum Investment Advisors
Illinois
$42K -$4K -42 -7%

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.