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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
Legal & General Group
26
Legal & General Group
United Kingdom
$98.2M -$4.07M -42,799 -3%
CFM
27
Comprehensive Financial Management
California
$86.2M
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$73.9M +$24.5M +256,934 +34%
SAMH
29
Shanda Asset Management Holdings
British Virgin Islands
$73.6M +$95.2M +1,000,000 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$72.2M +$3.56M +37,400 +4%
UBS AM
31
UBS AM
Illinois
$64.9M +$6.99M +73,416 +9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$64.1M -$241M -2,526,643 -74%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$62.5M +$46.8M +491,766 +137%
Coatue Management
34
Coatue Management
New York
$60.8M +$76.7M +805,624 +3,879%
Bank of America
35
Bank of America
North Carolina
$58.5M -$31M -325,092 -29%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$58.1M -$3.05M -32,073 -4%
Charles Schwab
37
Charles Schwab
California
$54.2M +$330K +3,471 +0.5%
Barclays
38
Barclays
United Kingdom
$52M -$15.1M -158,810 -18%
Federated Hermes
39
Federated Hermes
Pennsylvania
$50.7M +$59.8M +627,734 +1,026%
GGHC
40
Gilder Gagnon Howe & Co
New York
$50.4M -$4.36M -45,763 -6%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$45.1M +$58.3M +612,354 New
Swedbank
42
Swedbank
Sweden
$43.4M -$38.3M -402,512 -41%
N
43
Nuveen
North Carolina
$42.6M +$1.39M +14,629 +3%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$41.8M +$35.4M +372,258 +195%
CS
45
Credit Suisse
Switzerland
$40.8M +$12.3M +128,716 +30%
GCM
46
Gladstone Capital Management
United Kingdom
$37.9M -$16.8M -176,864 -26%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$37.5M -$2.45M -25,709 -5%
Invesco
48
Invesco
Georgia
$36.5M +$529K +5,558 +1%
MMC
49
Mizuho Markets Cayman
Cayman Islands
$36M +$14.2M +149,504 +44%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
50
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35.9M +$46.5M +488,000 New

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.