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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
WT
476
Whittier Trust
California
$41K +$24.5K +257 +85%
QCG
477
Quadrant Capital Group
Ohio
$39K -$130K -1,368 -72%
TWA
478
TCI Wealth Advisors
Arizona
$39K +$18.5K +194 +58%
HWM
479
HighMark Wealth Management
Minnesota
$38K
MSFP
480
Mark Sheptoff Financial Planning
Connecticut
$38K
CCM
481
Cribstone Capital Management
Maine
$37K -$11.9K -125 -20%
GI
482
Gradient Investments
Minnesota
$37K
AIM
483
Anchor Investment Management
South Carolina
$36.9K
BEI
484
Benjamin Edwards Inc
Missouri
$35K +$190 +2 +0.4%
PTC
485
Private Trust Company
Ohio
$32K
FFA
486
Fairfield Financial Advisors
Massachusetts
$31.4K -$2.38K -25 -6%
Bessemer Group
487
Bessemer Group
New Jersey
$31K -$3.52K -37 -8%
AF
488
Allworth Financial
California
$30K -$45K -473 -53%
CTC
489
Central Trust Company
Missouri
$30K -$4.76K -50 -11%
BTI
490
Blue Trust Inc
Georgia
$28K +$2.48K +26 +11%
WWMSC
491
Wagner Wealth Management (South Carolina)
South Carolina
$28K +$7.14K +75 +25%
AF
492
Advisornet Financial
Minnesota
$27K -$1.24K -13 -3%
CWM
493
CarsonAllaria Wealth Management
Illinois
$24K -$571 -6 -2%
CT
494
Cambridge Trust
Massachusetts
$23K -$666 -7 -2%
OPW
495
Oxler Private Wealth
New York
$22.1K -$9.52K -100 -25%
LS
496
Livforsakringsbolaget Skandia
Sweden
$22K -$114K -1,200 -80%
CFD
497
Creative Financial Designs
Indiana
$22K
GIA
498
GHP Investment Advisors
Colorado
$22K
PP
499
PrairieView Partners
Minnesota
$22K
TLCM
500
Twin Lakes Capital Management
California
$22K

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.