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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
TPCW
651
TD Private Client Wealth
New York
$12K +$13.9K +102 New
HA
652
Herold Advisors
New York
$11.7K +$13.6K +100 New
GEA
653
Glen Eagle Advisors
New Jersey
$11.1K +$6.8K +50 +111%
KFI
654
Key Financial Inc
Pennsylvania
$11K -$13.6K -100 -53%
MWM
655
Mascoma Wealth Management
New Hampshire
$11K -$6.66K -49 -35%
SLWA
656
San Luis Wealth Advisors
California
$11K +$7.89K +58 New
SWM
657
Sugarloaf Wealth Management
Georgia
$10K
TIM
658
Tortoise Investment Management
New York
$10K
TCM
659
Tradewinds Capital Management
Washington
$10K
AA
660
Addison Advisors
Vermont
$10K +$11.6K +85 New
ED
661
Exane Derivatives
France
$9.61K +$11.2K +82 New
VCM
662
Versant Capital Management
Arizona
$9K -$816 -6 -7%
TWM
663
Tradition Wealth Management
Minnesota
$9K -$680 -5 -6%
CHC
664
City Holding Co
West Virginia
$9K
EARNEST Partners
665
EARNEST Partners
Georgia
$9K
EWM
666
Endurance Wealth Management
Rhode Island
$9K
WT
667
Washington Trust
Rhode Island
$9K
ADL
668
Asset Dedication LLC
California
$9K +$952 +7 +10%
BC
669
Burleson & Co
California
$8K -$13.6K -100 -59%
BDWM
670
Brewin Dolphin Wealth Management
Ireland
$8K
CP
671
Corbenic Partners
Pennsylvania
$8K
AWM
672
Activest Wealth Management
Florida
$8K +$5.58K +41 +164%
ZB
673
Zions Bancorporation
Utah
$8K +$6.39K +47 +214%
CAL
674
Capital Analysts LLC
Pennsylvania
$7K -$37.1K -273 -82%
SOW
675
State of Wyoming
Wyoming
$7K -$9.38K -69 -54%

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.