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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
Loomis, Sayles & Company
701
Loomis, Sayles & Company
Massachusetts
$4K -$680 -5 -13%
FA
702
Financial Avengers
California
$4K
FWM
703
Focused Wealth Management
New York
$4K
HWM
704
Holloway Wealth Management
Florida
$4K
WR
705
WD Rutherford
Oregon
$4K
COCM
706
Charter Oak Capital Management
New Hampshire
$4K +$2.45K +18 +86%
BCMLT
707
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$4.76K +35 New
HWMA
708
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.9K +36 New
CCA
709
Column Capital Advisors
Indiana
$3K -$272 -2 -8%
CWM
710
Cranbrook Wealth Management
Michigan
$3K
ETI
711
Enterprise Trust & Investment
California
$3K
HS
712
Horan Securities
United States
$3K
MIM
713
Macroview Investment Management
Maryland
$3K
ME
714
McIlrath & Eck
Washington
$3K
PFSC
715
Peoples Financial Services Corp
Pennsylvania
$3K
SCA
716
Sandy Cove Advisors
Massachusetts
$3K
CFO
717
CVA Family Office
Colorado
$3K +$3.4K +25 New
WPA
718
West Paces Advisors
Georgia
$2.93K -$2.72K -20 -44%
HI
719
Hudock Inc
Pennsylvania
$2K -$3.54K -26 -51%
CWA
720
Carolina Wealth Advisors
South Carolina
$2K
CFFP
721
Center for Financial Planning
Michigan
$2K
CA
722
Clearstead Advisors
Ohio
$2K
EIP
723
Ellis Investment Partners
Pennsylvania
$2K
FMB
724
Field & Main Bank
Kentucky
$2K
IWP
725
IAG Wealth Partners
Wisconsin
$2K

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.