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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
BLC
601
Brown, Lisle/Cummings
Rhode Island
$26.4K
HDIM
602
Hanson & Doremus Investment Management
Vermont
$26K
BC
603
BIT Capital
Germany
$25.6K -$8.09M -59,511 -100%
MSFP
604
Mark Sheptoff Financial Planning
Connecticut
$25K -$13.6K -100 -32%
TSWM
605
Tyler-Stone Wealth Management
Ohio
$24K
RTC
606
Riverview Trust Company
Washington
$24K +$28.2K +207 New
HCM
607
Highlander Capital Management
New Jersey
$23K
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
PWMG
609
Prestige Wealth Management Group
New Jersey
$21K +$6.66K +49 +39%
EWA
610
EverSource Wealth Advisors
Alabama
$20K -$3.54K -26 -13%
DC
611
DeDora Capital
California
$20K +$23.7K +174 New
PFBT
612
Parkside Financial Bank & Trust
Missouri
$19K +$3.67K +27 +20%
VAM
613
Vienna Asset Management
California
$18K -$434K -3,190 -96%
SSB
614
Sandy Spring Bank
Maryland
$18K -$68.1K -501 -77%
CSB
615
City State Bank
Iowa
$18K
SN
616
Sittner & Nelson
Oregon
$18K
BWM
617
BerganKDV Wealth Management
Minnesota
$18K +$272 +2 +1%
PA
618
PSI Advisors
Florida
$18K +$1.36K +10 +7%
BWA
619
BDO Wealth Advisors
Florida
$18K +$4.35K +32 +26%
SBL
620
Sargent Bickham Lagudis
Colorado
$18K +$5.3K +39 +33%
BFC
621
Bedel Financial Consulting
Indiana
$17K
T
622
TCWP
Ohio
$17K +$20.7K +152 New
SC
623
Stephens Consulting
Michigan
$16.8K +$5.44K +40 +39%
QC
624
Quent Capital
New York
$16K -$113K -831 -86%
HWA
625
HHM Wealth Advisors
Tennessee
$16K

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.