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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
BIA
676
Bell Investment Advisors
California
$5K +$4.64K +44 New
M1FG
677
Mach-1 Financial Group
Arkansas
$5K +$5.27K +50 New
WWP
678
WR Wealth Planners
Missouri
$4.43K -$105 -1 -2%
SWA
679
SOA Wealth Advisors
New York
$4K -$44.6K -423 -91%
TCM
680
Tradewinds Capital Management
Washington
$4K -$5.38K -51 -59%
KFI
681
Key Financial Inc
Pennsylvania
$4K -$5.27K -50 -56%
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
CFN
683
Cordasco Financial Network
Florida
$4K – – –
DFC
684
DB Fitzpatrick & Co
Idaho
$4K – – –
EL
685
EMFO LLC
Florida
$4K – – –
TFM
686
TFC Financial Management
Massachusetts
$4K – – –
CA
687
Clearstead Advisors
Ohio
$4K +$1.48K +14 +70%
ACM
688
Antonetti Capital Management
Florida
$4K +$3.69K +35 New
CCM
689
Chilton Capital Management
Texas
$4K +$3.69K +35 New
AW
690
Avion Wealth
Texas
$4K +$3.8K +36 New
EBA
691
Eagle Bay Advisors
New York
$3.67K +$3.59K +34 New
QPBE
692
Quintet Private Bank (Europe)
Luxembourg
$3.38K +$5.17K +49 New
FF
693
FourThought Financial
Florida
$3K -$2.43K -23 -47%
CWM
694
Cranbrook Wealth Management
Michigan
$3K – – –
ETI
695
Enterprise Trust & Investment
California
$3K – – –
MIM
696
Macroview Investment Management
Maryland
$3K – – –
ME
697
McIlrath & Eck
Washington
$3K – – –
PFSC
698
Peoples Financial Services Corp
Pennsylvania
$3K – – –
TFGT
699
TS Financial Group (TSFG)
Illinois
$3K – – –
TWP
700
TFO Wealth Partners
Ohio
$3K +$2.53K +24 New
26 27
28
29 30

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.