We are live on ! Find out more

662 hedge funds and large institutions have $11.8B invested in Zoom in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 231 increasing their positions, 229 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.37B

1% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 229

0.45% more ownership

Funds ownership: 63.34%63.79% (+0.45%)

12% less funds holding

Funds holding: 753662 (-91)

31% less capital invested

Capital invested by funds: $17B → $11.8B (-$5.25B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

54% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 149

Holders
662
Holders Change
-91
Holders Change %
-12.08%
% of All Funds
11.4%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.26%
New
69
Increased
231
Reduced
229
Closed
149
Calls
$1.47B
Puts
$1.37B
Net Calls
+$94M
Net Calls Change
-$305M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Centric Wealth Management
Illinois
-$395K -3,658 Closed
HLA
702
Hamilton Lane Advisors
Pennsylvania
-$385K -3,565 Closed
DCM
703
Driehaus Capital Management
Illinois
-$373K -3,452 Closed
SC
704
Shay Capital
New York
-$368K -3,406 Closed
GCP
705
GSA Capital Partners
United Kingdom
-$337K -3,122 Closed
BCM
706
Brookstone Capital Management
Illinois
-$361K -3,010 Closed
ER
707
Enlightenment Research
Florida
-$302K -2,800 Closed
FIA
708
Foundations Investment Advisors
Arizona
-$327K -2,797 Closed
NA
709
NewEdge Advisors
Louisiana
-$295K -2,736 Closed
AI
710
AdvisorShares Investments
Maryland
-$292K -2,700 Closed
CI
711
Cigna Investments
Connecticut
-$291K -2,699 Closed
TWM
712
TriaGen Wealth Management
California
-$289K -2,680 Closed
IAN
713
Integrated Advisors Network
Texas
-$288K -2,665 Closed
C
714
Certuity
Florida
-$289K -2,664 Closed
WAP
715
Wealthcare Advisory Partners
Pennsylvania
-$281K -2,598 Closed
DILIC
716
Dai-ichi Life Insurance Company
Japan
-$278K -2,577 Closed
BPA
717
Beacon Pointe Advisors
California
-$276K -2,555 Closed
YCM
718
Yousif Capital Management
Michigan
-$275K -2,546 Closed
DAS
719
Dynamic Advisor Solutions
Arizona
-$269K -2,496 Closed
AT
720
American Trust
Kentucky
-$265K -2,450 Closed
VFA
721
Valeo Financial Advisors
Indiana
-$264K -2,446 Closed
SWMP
722
Signature Wealth Management Partners
New Jersey
-$262K -2,426 Closed
BCI
723
Brinker Capital Investments
Pennsylvania
-$261K -2,421 Closed
EFM
724
E Fund Management
China
-$259K -2,403 Closed
LWM
725
Laidlaw Wealth Management
New York
-$258K -2,388 Closed

ZM Hedge Fund Activity: Q3 2022 in Review

662 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2022, worth a combined $11.8B — down 31% from $17B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of ZM and 69 opened new positions — a net loss of 80 holders — while 229 trimmed existing stakes and 231 added.

The largest buyer was Vanguard Group, adding an estimated $309M. The largest seller was Morgan Stanley, cutting an estimated $557M.

  • 662 institutional investors held Zoom (ZM) as of Q3 2022, down from 753 in Q2 2022.
  • Funds reported $11.8B of Zoom stock for Q3 2022, down 31% quarter-over-quarter.
  • 69 funds opened new Zoom positions in Q3 2022 and 149 closed out, a net change of -80 holders.
  • The largest Zoom buyer in Q3 2022 was Vanguard Group, an estimated $309M added.
  • The largest Zoom seller in Q3 2022 was Morgan Stanley, an estimated $557M sold.

Based on aggregated 13F filings for Q3 2022.