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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
JWCA
476
J.W. Cole Advisors
Florida
$242K +$236K +2,241 New
PWM
477
Perigon Wealth Management
California
$238K +$14.7K +139 +7%
XS
478
XR Securities
Illinois
$238K +$233K +2,206 New
TCOV
479
Trust Company of Vermont
Vermont
$236K +$231K +2,191 New
FFN
480
Focus Financial Network
Minnesota
$236K +$7.28K +69 +3%
LFG
481
Larson Financial Group
Missouri
$231K +$162K +1,537 +255%
QTM
482
qPULA Trading Management
New York
$229K +$224K +2,122 New
FIA
483
FNY Investment Advisers
New York
$226K
CA
484
Cetera Advisors
Colorado
$224K -$7.38K -70 -3%
AMR
485
Asset Management Resources
Massachusetts
$223K +$24.4K +231 +13%
IUHSA
486
Itau Unibanco Holding S.A.
Brazil
$221K -$277K -2,631 -56%
CPC
487
Congress Park Capital
New York
$221K -$224K -2,125 -51%
IWC
488
Integrated Wealth Concepts
Massachusetts
$221K +$216K +2,044 New
QT
489
Quantamental Technologies
New York
$221K +$216K +2,045 New
BRWA
490
B. Riley Wealth Advisors
Florida
$220K -$83.6K -793 -28%
FTDI
491
First Trust Direct Indexing
Massachusetts
$220K +$215K +2,038 New
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$220K +$215K +2,038 New
AAM
493
Advisors Asset Management
Colorado
$219K -$57.4K -544 -21%
SAM
494
Seelaus Asset Management
New Jersey
$219K
CAM
495
Cresset Asset Management
Illinois
$218K -$158K -1,501 -41%
ECM
496
EMC Capital Management
Texas
$218K
MS
497
Mizuho Securities
Japan
$217K +$6.54K +62 +6%
WWM
498
Western Wealth Management
Colorado
$216K -$34.4K -326 -14%
KPWS
499
Kestra Private Wealth Services
Texas
$216K -$28.5K -270 -12%
IFG
500
Independent Financial Group
California
$213K -$27.9K -265 -12%

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.