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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
Acadian Asset Management
476
Acadian Asset Management
Massachusetts
$257K -$234K -1,719 -44%
MCC
477
Money Concepts Capital
Florida
$257K +$298K +2,189 New
TC
478
Tatro Capital
Kentucky
$255K -$130K -958 -31%
PWPS
479
Pinnacle Wealth Planning Services
Ohio
$255K +$5.03K +37 +2%
CCP
480
Corient Capital Partners
California
$252K +$95.1K +699 +48%
CA
481
Cetera Advisors
Colorado
$251K -$109K -803 -27%
FRM
482
Fox Run Management
Connecticut
$251K +$291K +2,138 New
FFN
483
Focus Financial Network
Minnesota
$248K +$288K +2,114 New
KWM
484
Kingsview Wealth Management
Oregon
$247K -$17.3K -127 -6%
FIA
485
FNY Investment Advisers
New York
$246K +$286K +2,100 New
ESCM
486
Echo Street Capital Management
New York
$245K +$127K +932 +80%
AWM
487
Avondale Wealth Management
Texas
$244K -$28.6K -210 -9%
LWM
488
Laidlaw Wealth Management
New York
$243K -$130K -957 -32%
PWM
489
Perigon Wealth Management
California
$242K -$78.6K -578 -22%
PA
490
Parallel Advisors
California
$241K -$36.3K -267 -12%
SAM
491
Seelaus Asset Management
New Jersey
$237K +$4.08K +30 +2%
HW
492
Hancock Whitney
Mississippi
$234K +$272K +1,997 New
ECM
493
EMC Capital Management
Texas
$234K +$272K +2,000 New
SW
494
SkyOak Wealth
Michigan
$234K +$272K +2,000 New
C
495
Certuity
Florida
$232K -$11.4K -84 -4%
IF
496
Insight Folios
North Carolina
$230K +$9.66K +71 +4%
DILIC
497
Dai-ichi Life Insurance Company
Japan
$228K -$4.14M -30,437 -94%
FFA
498
First Foundation Advisors
California
$221K -$4.35K -32 -2%
NIA
499
NIA Impact Advisors
California
$219K -$42.2K -310 -14%
MYLI
500
Meiji Yasuda Life Insurance
Japan
$218K -$79K -581 -24%

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.