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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: 1823 (+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: 766753 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$21.1K +$9.81K +93 +91%
PFBT
602
Parkside Financial Bank & Trust
Missouri
$21K +$3.69K +35 +22%
SBL
603
Sargent Bickham Lagudis
Colorado
$20K +$3.48K +33 +21%
HNB
604
Huntington National Bank
Ohio
$19K -$6.22K -59 -25%
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$19K +$5.7K +54 +45%
NSIM
607
North Star Investment Management
Illinois
$18K -$10.5K -100 -38%
PFGIA
608
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$8.96K -85 -33%
CFO
609
CVA Family Office
Colorado
$18K +$14.8K +140 +560%
PWMG
610
Prestige Wealth Management Group
New Jersey
$17K -$1.48K -14 -8%
BWM
611
BerganKDV Wealth Management
Minnesota
$17K -$211 -2 -1%
BWA
612
BDO Wealth Advisors
Florida
$17K
OCM
613
Orion Capital Management
California
$17K +$4.11K +39 +33%
SN
614
Sittner & Nelson
Oregon
$16K
BDWM
615
Brewin Dolphin Wealth Management
Ireland
$16K +$7.38K +70 +100%
SC
616
Stephens Consulting
Michigan
$15.4K
CA
617
Crewe Advisors
Utah
$15K +$15.1K +143 New
GWSG
618
GPS Wealth Strategies Group
Colorado
$14K -$49.9K -473 -78%
HWA
619
HHM Wealth Advisors
Tennessee
$14K
BWL
620
Bogart Wealth LLC
Virginia
$14K +$316 +3 +2%
TFS
621
TrustCore Financial Services
Tennessee
$13K -$23.5K -223 -65%
HFS
622
Hantz Financial Services
Michigan
$13K -$1.9K -18 -13%
CI
623
CX Institutional
Indiana
$13K +$12.2K +116 New
CYG
624
Clean Yield Group
Vermont
$12K
FP
625
Financial Perspectives
Minnesota
$11.7K

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.