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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
BWM
576
Baystate Wealth Management
Massachusetts
$4K
CAC
577
Core Alternative Capital
Georgia
$4K
IRC
578
Investors Research Corp
Georgia
$4K
MCM
579
Manchester Capital Management
Vermont
$4K
MWC
580
MBM Wealth Consultants
Missouri
$4K
MCC
581
Money Concepts Capital
Florida
$4K
PGAM
582
Princeton Global Asset Management
New Jersey
$4K
MA
583
MUFG Americas
New York
$4K +$5.24K +55 New
1832 Asset Management
584
1832 Asset Management
Ontario, Canada
$4K +$5.81K +61 New
FSWA
585
Financial Synergies Wealth Advisors
Texas
$3.9K
WPA
586
West Paces Advisors
Georgia
$3.09K +$1.62K +17 +68%
WWP
587
WR Wealth Planners
Missouri
$3.02K
BIA
588
Bell Investment Advisors
California
$3K -$286 -3 -7%
ACM
589
Antonetti Capital Management
Florida
$3K
ADL
590
Asset Dedication LLC
California
$3K
DFC
591
DB Fitzpatrick & Co
Idaho
$3K
KFI
592
Key Financial Inc
Pennsylvania
$3K
M1FG
593
Mach-1 Financial Group
Arkansas
$3K
NIC
594
Northwest Investment Counselors
Oregon
$3K
ODG
595
O'Dell Group
Ohio
$3K
TFM
596
TFC Financial Management
Massachusetts
$3K
TCM
597
Tradewinds Capital Management
Washington
$3K
ARMC
598
American Research & Management Company
Massachusetts
$3K +$3.43K +36 New
OCM
599
Osterweis Capital Management
California
$3K +$4.28K +45 New
KFS
600
Kelly Financial Services
Massachusetts
$2.87K +$2.86K +30 +333%

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.