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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
CT
576
Cambridge Trust
Massachusetts
$37K -$14.4K -106 -25%
CAM
577
CenterStar Asset Management
Illinois
$37K
WT
578
Whittier Trust
California
$35K -$27.2K -200 -40%
AF
579
Allworth Financial
California
$35K -$15.1K -111 -27%
CFD
580
Creative Financial Designs
Indiana
$35K
TLCM
581
Twin Lakes Capital Management
California
$35K
PP
582
PrairieView Partners
Minnesota
$35K +$13.6K +100 +50%
CWM
583
CarsonAllaria Wealth Management
Illinois
$34K -$544 -4 -1%
SIS
584
Sound Income Strategies
Florida
$34K +$408 +3 +1%
JWA
585
JFS Wealth Advisors
Pennsylvania
$34K +$10.2K +75 +34%
GWMIA
586
Global Wealth Management Investment Advisory
Florida
$34K +$15.5K +114 +63%
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$33K
KC
588
Knuff & Co
California
$32K
TFA
589
Toth Financial Advisory
Virginia
$32K
CHA
590
Carmichael Hill & Associates
Maryland
$31K
NSIM
591
North Star Investment Management
Illinois
$31K
PCG
592
Private Capital Group
Connecticut
$31K +$25K +184 +242%
PFGIA
593
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$1.09K +8 +3%
NWM
594
Nauset Wealth Management
Connecticut
$30K +$34.3K +252 New
GIA
595
GHP Investment Advisors
Colorado
$29K +$34K +250 New
NICM
596
Neo Ivy Capital Management
New York
$28K -$74.4K -547 -70%
RA
597
Rise Advisors
New York
$28K +$13.2K +97 +67%
RE
598
RBC Europe
United Kingdom
$27K -$31.3K -230 -50%
SIC
599
Salem Investment Counselors
North Carolina
$27K +$2.04K +15 +7%
HNB
600
Huntington National Bank
Ohio
$27K +$4.62K +34 +17%

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.