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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
VCM
501
Virtue Capital Management
Tennessee
$212K +$207K +1,964 New
FAIM
502
Financial Advocates Investment Management
Washington
$209K -$76.9K -729 -27%
FIM
503
Freedom Investment Management
Connecticut
$207K -$79.2K -751 -28%
WQ
504
Wealth Quarterback
New Jersey
$207K +$202K +1,917 New
QCG
505
Quadrant Capital Group
Ohio
$205K +$94.7K +898 +90%
CWP
506
Concord Wealth Partners
Virginia
$205K +$148K +1,404 +281%
SFA
507
Sequoia Financial Advisors
Ohio
$204K +$199K +1,886 New
YMRC
508
Yorktown Management & Research Company
Virginia
$204K +$199K +1,890 New
CB
509
CNB Bank
Pennsylvania
$194K +$12.4K +118 +7%
TC
510
Truvestments Capital
Florida
$177K +$173K +1,638 New
SGA
511
Seaport Global Advisors
Massachusetts
$177K +$173K +1,643 New
BWP
512
Baldwin Wealth Partners
Massachusetts
$164K
LS
513
Livforsakringsbolaget Skandia
Sweden
$162K -$31.6K -300 -17%
MA
514
Montag & Associates
Georgia
$162K
EI
515
Ellevest Inc
New York
$157K +$116K +1,103 +314%
BC
516
Belmont Capital
California
$141K
MIFH
517
Migdal Insurance & Financial Holdings
Israel
$141K +$69K +654 +100%
FPA
518
First Pacific Advisors
California
$140K -$451K -4,275 -77%
MHR
519
Matthew Hamilton Rosenberg
$139K +$79.1K +750 +150%
GG
520
Gleason Group
Kentucky
$135K +$26.4K +250 +25%
FMLI
521
Fukoku Mutual Life Insurance
Japan
$133K
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$129K -$374K -3,545 -75%
Bank Julius Baer & Co
523
Bank Julius Baer & Co
Switzerland
$128K -$13.7K -130 -10%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$128K +$52.7K +500 +73%
PCM
525
Penserra Capital Management
California
$125K +$19.5K +185 +19%

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.