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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
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$12K -$952 -10 -6%
BWA
527
BDO Wealth Advisors
Florida
$12K
CA
528
Crewe Advisors
Utah
$12K +$1.33K +14 +10%
TIM
529
Tortoise Investment Management
New York
$12K +$7.14K +75 +90%
SWM
530
Sugarloaf Wealth Management
Georgia
$12K +$7.62K +80 +98%
PA
531
PSI Advisors
Florida
$11K -$4.76K -50 -25%
SBL
532
Sargent Bickham Lagudis
Colorado
$11K -$3.9K -41 -22%
BWM
533
BerganKDV Wealth Management
Minnesota
$11K -$95 -1 -0.6%
VCM
534
Versant Capital Management
Arizona
$11K +$4.38K +46 +46%
CCA
535
Column Capital Advisors
Indiana
$11K +$12.2K +128 +557%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$10K -$6.09K -64 -33%
GWSG
537
GPS Wealth Strategies Group
Colorado
$10K
HWA
538
HHM Wealth Advisors
Tennessee
$10K
MS
539
Mizuho Securities
Japan
$9K -$101K -1,061 -90%
OCM
540
Orion Capital Management
California
$9K -$3.71K -39 -25%
BWL
541
Bogart Wealth LLC
Virginia
$9K -$381 -4 -3%
MCA
542
Maryland Capital Advisors
Maryland
$9K +$12.1K +127 New
BFEC
543
Benjamin F. Edwards & Company
Missouri
$8K -$103K -1,077 -91%
QC
544
Quent Capital
New York
$8K -$95 -1 -0.9%
CSB
545
City State Bank
Iowa
$8K
CYG
546
Clean Yield Group
Vermont
$8K
HIA
547
Harbor Investment Advisory
Maryland
$8K +$5.52K +58 +121%
FP
548
Financial Perspectives
Minnesota
$7.95K
ECM
549
Estabrook Capital Management
New York
$7.87K
SC
550
Stephens Consulting
Michigan
$7.43K -$4K -42 -29%

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.