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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
MAM
626
Meeder Asset Management
Ohio
$16K +$5.71K +42 +42%
HFS
627
Hantz Financial Services
Michigan
$16K +$18.8K +138 New
BWL
628
Bogart Wealth LLC
Virginia
$15K -$857K -6,302 -98%
GTAM
629
Global Trust Asset Management
Florida
$14K -$5.44K -40 -25%
AWM
630
Avior Wealth Management
Nebraska
$14K
OCM
631
Orion Capital Management
California
$14K
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$14K +$272 +2 +2%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$13K +$15.1K +111 New
MAWCM
634
Mine & Arao Wealth Creation & Management
California
$13K -$5.85K -43 -29%
CYG
635
Clean Yield Group
Vermont
$13K
OAJ
636
Ogorek Anthony Joseph
New York
$13K +$3.4K +25 +28%
BC
637
Bartlett & Co
Ohio
$13K +$15.1K +111 New
FP
638
Financial Perspectives
Minnesota
$12.7K
ECM
639
Estabrook Capital Management
New York
$12.5K -$4.08K -30 -22%
RIM
640
Rockbridge Investment Management
New York
$12.3K +$408 +3 +3%
HR
641
Howe & Rusling
New York
$12K -$24.2K -178 -63%
AIP
642
Ahrens Investment Partners
Louisiana
$12K -$3.4K -25 -20%
AWM
643
Atticus Wealth Management
Florida
$12K
CFG
644
CKW Financial Group
Hawaii
$12K
CT
645
Clearstead Trust
Maine
$12K
FCA
646
FinTrust Capital Advisors
South Carolina
$12K
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$12K
SMG
648
Spectrum Management Group
Indiana
$12K
FMP
649
Financial Management Professionals
Texas
$12K +$13.6K +100 New
WTC
650
WhitTier Trust Company
Nevada
$12K +$13.6K +100 New

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.