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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
PGAM
676
Princeton Global Asset Management
New Jersey
$7K
RDIA
677
RE Dickinson Investment Advisors
Iowa
$7K +$136 +1 +2%
HBW
678
Hazlett, Burt & Watson
West Virginia
$7K +$8.16K +60 New
BWM
679
Baystate Wealth Management
Massachusetts
$6K -$6.94K -51 -51%
CFB
680
Cullen/Frost Bankers
Texas
$6K
FFA
681
Freedman Financial Associates
Massachusetts
$6K
HIA
682
Harbor Investment Advisory
Maryland
$6K
IRC
683
Investors Research Corp
Georgia
$6K
LFA
684
Level Financial Advisors
New York
$6K
ODG
685
O'Dell Group
Ohio
$6K
WAM
686
Wolverine Asset Management
Illinois
$6K
CAL
687
Capital Advisors Ltd
Ohio
$6K +$544 +4 +9%
JWM
688
Janiczek Wealth Management
Colorado
$6K +$2.45K +18 +51%
FF
689
FourThought Financial
Florida
$6K +$5.85K +43 +717%
NC
690
NewSquare Capital
Pennsylvania
$6K +$7.07K +52 New
HCP
691
Hexagon Capital Partners
Arkansas
$6K +$7.34K +54 New
DFC
692
DB Fitzpatrick & Co
Idaho
$5K
EL
693
EMFO LLC
Florida
$5K
NIC
694
Northwest Investment Counselors
Oregon
$5K
TFM
695
TFC Financial Management
Massachusetts
$5K
CAC
696
Core Alternative Capital
Georgia
$5K +$6.26K +46 New
WWP
697
WR Wealth Planners
Missouri
$4.92K +$5.71K +42 New
Macquarie Group
698
Macquarie Group
Australia
$4.65K -$2.47M -18,156 -31%
CFN
699
Cordasco Financial Network
Florida
$4K -$14.6K -107 -75%
TFGT
700
TS Financial Group (TSFG)
Illinois
$4K -$5.98K -44 -58%

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.