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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: 18 → 23 (+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: 766 → 753 (-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

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$495M
2
JP Morgan Chase
JP Morgan Chase
New York
+$471M
3
BlackRock
BlackRock
New York
+$242M
4
AIM
ARK Investment Management
Florida
+$123M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$436M
2
Tiger Global Management
Tiger Global Management
New York
-$122M
3
Squarepoint
Squarepoint
New York
-$120M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$117M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
576
Global Financial Private Client
Florida
$33.3K +$31.6K +300 New
WT
577
Whittier Trust
California
$33K – – –
CFD
578
Creative Financial Designs
Indiana
$32K – – –
PP
579
PrairieView Partners
Minnesota
$32K – – –
SIS
580
Sound Income Strategies
Florida
$32K – – –
TLCM
581
Twin Lakes Capital Management
California
$32K – – –
TFA
582
Toth Financial Advisory
Virginia
$32K +$1.58K +15 +5%
GIA
583
GHP Investment Advisors
Colorado
$32K +$5.27K +50 +20%
WWMSC
584
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$31.6K +300 New
CHA
585
Carmichael Hill & Associates
Maryland
$31K +$1.58K +15 +6%
KTC
586
Kistler-Tiffany Companies
Pennsylvania
$30K – – –
SIC
587
Salem Investment Counselors
North Carolina
$30K +$5.38K +51 +22%
PCG
588
Private Capital Group
Connecticut
$29K +$844 +8 +3%
BAM
589
Bellevue Asset Management
Washington
$28K – – –
BTI
590
Blue Trust Inc
Georgia
$27K +$24.8K +235 New
GWMIA
591
Global Wealth Management Investment Advisory
Florida
$26K -$5.8K -55 -19%
RA
592
Rise Advisors
New York
$26K – – –
SWM
593
SeaCrest Wealth Management
New York
$26K +$25.2K +239 New
BLC
594
Brown, Lisle/Cummings
Rhode Island
$24.3K – – –
SSB
595
Sandy Spring Bank
Maryland
$23K +$6.54K +62 +42%
SWM
596
Selective Wealth Management
Virginia
$22K -$42.2K -400 -66%
RTC
597
Riverview Trust Company
Washington
$22K -$422 -4 -2%
HCM
598
Highlander Capital Management
New Jersey
$22K – – –
TSWM
599
Tyler-Stone Wealth Management
Ohio
$22K – – –
PA
600
PSI Advisors
Florida
$22K +$5.27K +50 +33%
22 23
24
25 26

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.