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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
SN
551
Sittner & Nelson
Oregon
$7K -$4.76K -50 -33%
TFS
552
TrustCore Financial Services
Tennessee
$7K -$2.19K -23 -19%
CFG
553
CKW Financial Group
Hawaii
$7K
CT
554
Clearstead Trust
Maine
$7K
IRAG
555
Investment Research & Advisory Group
Georgia
$7K
MWM
556
Mascoma Wealth Management
New Hampshire
$7K
SMG
557
Spectrum Management Group
Indiana
$7K
ZB
558
Zions Bancorporation
Utah
$7K +$952 +10 +12%
PMFA
559
Plante Moran Financial Advisors
Michigan
$7K +$9.52K +100 New
AWM
560
Activest Wealth Management
Florida
$6K -$1.05K -11 -11%
AA
561
Addison Advisors
Vermont
$6K
AWM
562
Atticus Wealth Management
Florida
$6K
BC
563
Bartlett & Co
Ohio
$6K
EARNEST Partners
564
EARNEST Partners
Georgia
$6K
EWM
565
Endurance Wealth Management
Rhode Island
$6K
TWM
566
Tradition Wealth Management
Minnesota
$6K
WT
567
Washington Trust
Rhode Island
$6K
BCWM
568
Bartlett & Co Wealth Management
Ohio
$5.52K
FCA
569
FinTrust Capital Advisors
South Carolina
$5K
AWM
570
Abound Wealth Management
Tennessee
$4.78K +$6.19K +65 New
Bank of Montreal
571
Bank of Montreal
Ontario, Canada
$4.57K -$23.4M -245,681 -81%
WAM
572
WFA Asset Management
Wisconsin
$4.42K
GEA
573
Glen Eagle Advisors
New Jersey
$4.27K -$3.52K -37 -39%
Parallax Volatility Advisers
574
Parallax Volatility Advisers
California
$4K -$1.72M -18,100 -100%
HFM
575
Harvest Fund Management
China
$4K -$77.5K -814 -94%

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.