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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
SWM
551
Selective Wealth Management
Virginia
$71K -$57.1K -420 -41%
LFG
552
Larson Financial Group
Missouri
$71K +$2.04K +15 +3%
MAM
553
McCarthy Asset Management
California
$69K
OIA
554
Optimum Investment Advisors
Illinois
$67K -$2.04K -15 -3%
Bessemer Group
555
Bessemer Group
New Jersey
$66K +$20.3K +149 +35%
FFA
556
Fairfield Financial Advisors
Massachusetts
$63.3K +$73.4K +540 New
PCH
557
Polar Capital Holdings
United Kingdom
$61.7K +$24.7M +181,766 +53%
HWM
558
HighMark Wealth Management
Minnesota
$61K
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$60.1K -$40.8K -300 -37%
MHR
560
Matthew Hamilton Rosenberg
$59K +$68K +500 New
AIM
561
Anchor Investment Management
South Carolina
$58.7K
CWP
562
Concord Wealth Partners
Virginia
$58K -$11.6K -85 -15%
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$32K +235 +96%
SWA
564
SOA Wealth Advisors
New York
$54K -$8.7K -64 -12%
CTC
565
Central Trust Company
Missouri
$53K
ICM
566
Ionic Capital Management
New York
$53K +$61.5K +452 New
GRP
567
Global Retirement Partners
California
$50K +$71.9K +529 New
GWS
568
Glassman Wealth Services
Virginia
$47K +$46.5K +342 +552%
C
569
Covestor
United Kingdom
$46K +$23.3K +171 +77%
KLWA
570
Kelly Lawrence W & Associates
California
$44K
KA
571
Kozak & Associates
Colorado
$41K
EI
572
Ellevest Inc
New York
$41K +$27.3K +201 +134%
AF
573
Advisornet Financial
Minnesota
$40K -$28.2K -207 -38%
BAM
574
Bellevue Asset Management
Washington
$40K -$680 -5 -2%
TFS
575
TrustCore Financial Services
Tennessee
$40K +$9.25K +68 +25%

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.