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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: 18 → 23 (+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: 766 → 753 (-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

Top Buyers

1
PIF
Public Investment Fund
Saudi Arabia
+$495M
2
JP Morgan Chase
JP Morgan Chase
New York
+$471M
3
BlackRock
BlackRock
New York
+$242M
4
AIM
ARK Investment Management
Florida
+$123M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$436M
2
Tiger Global Management
Tiger Global Management
New York
-$122M
3
Squarepoint
Squarepoint
New York
-$120M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$117M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$8K -$2.11K -20 -43%
EWM
652
Endurance Wealth Management
Rhode Island
$8K – – –
TWM
653
Tradition Wealth Management
Minnesota
$8K – – –
WT
654
Washington Trust
Rhode Island
$8K – – –
CP
655
Corbenic Partners
Pennsylvania
$7K – – –
WAM
656
WFA Asset Management
Wisconsin
$6.48K +$6.33K +60 New
MCC
657
Money Concepts Capital
Florida
$6K -$225K -2,137 -98%
MCM
658
Manchester Capital Management
Vermont
$6K -$84.4K -800 -93%
AWM
659
Avior Wealth Management
Nebraska
$6K -$6.86K -65 -51%
AWM
660
Atticus Wealth Management
Florida
$6K -$4.75K -45 -45%
FCA
661
FinTrust Capital Advisors
South Carolina
$6K -$4.22K -40 -40%
PGAM
662
Princeton Global Asset Management
New Jersey
$6K – – –
CAC
663
Core Alternative Capital
Georgia
$6K +$1.27K +12 +26%
MWC
664
MBM Wealth Consultants
Missouri
$6K +$5.38K +51 New
FSWA
665
Financial Synergies Wealth Advisors
Texas
$5.72K +$5.59K +53 New
PP
666
PFS Partners
New Jersey
$5.4K +$5.27K +50 New
ADL
667
Asset Dedication LLC
California
$5K -$3.48K -33 -42%
JWM
668
Janiczek Wealth Management
Colorado
$5K -$527 -5 -9%
BWM
669
Baystate Wealth Management
Massachusetts
$5K – – –
HIA
670
Harbor Investment Advisory
Maryland
$5K – – –
IRC
671
Investors Research Corp
Georgia
$5K – – –
LFA
672
Level Financial Advisors
New York
$5K – – –
NIC
673
Northwest Investment Counselors
Oregon
$5K – – –
ODG
674
O'Dell Group
Ohio
$5K – – –
AAP
675
Arax Advisory Partners
Colorado
$5K +$3.59K +34 +227%
25 26
27
28 29

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.