We are live on ! Find out more

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
CWA
626
Carolina Wealth Advisors
South Carolina
$1K
CFFP
627
Center for Financial Planning
Michigan
$1K
CWA
628
Clearview Wealth Advisors
Oregon
$1K
EIP
629
Ellis Investment Partners
Pennsylvania
$1K
FMB
630
Field & Main Bank
Kentucky
$1K
GCS
631
Gordian Capital (Singapore)
Singapore
$1K
HFM
632
Hartford Financial Management
Connecticut
$1K
HI
633
Hudock Inc
Pennsylvania
$1K
IWP
634
IAG Wealth Partners
Wisconsin
$1K
MA
635
MCF Advisors
Kentucky
$1K
MTIC
636
Missouri Trust & Investment Company
Missouri
$1K
OLVIG
637
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
PFA
638
Professional Financial Advisors
Nebraska
$1K
RDIA
639
RE Dickinson Investment Advisors
Iowa
$1K
RMC
640
Resources Management Corp
Connecticut
$1K
SPWG
641
Sage Private Wealth Group
Illinois
$1K
SC
642
Sierra Capital
Florida
$1K
HWMA
643
Heritage Wealth Management (Arizona)
Arizona
$1K +$762 +8 New
DIP
644
DT Investment Partners
Pennsylvania
$1K +$1.14K +12 New
CP
645
Castleview Partners
Texas
$1K +$1.33K +14 New
MFA
646
McClarren Financial Advisors
Pennsylvania
$1K +$1.33K +14 New
BBHC
647
Brown Brothers Harriman & Co
New York
$1K +$1.43K +15 +1,500%
MWA
648
Moser Wealth Advisors
Washington
$1K +$1.62K +17 New
WIM
649
Westside Investment Management
California
$12 +$952 +10 +6%
Marshall Wace
650
Marshall Wace
United Kingdom
-$53.2M -558,876 Closed

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.