We are live on ! Find out more

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
PFA
726
Professional Financial Advisors
Nebraska
$2K
SPWG
727
Sage Private Wealth Group
Illinois
$2K
SC
728
Sierra Capital
Florida
$2K
BAM
729
Byrne Asset Management
New Jersey
$2K +$1.77K +13 +186%
TCWA
730
Ten Capital Wealth Advisors
Washington
$2K +$1.9K +14 New
AAP
731
Arax Advisory Partners
Colorado
$2K +$2.04K +15 New
AssetMark Inc
732
AssetMark Inc
California
$2K +$2.31K +17 New
SWA
733
Sutton Wealth Advisors
Florida
$1.76K +$1.36K +10 +200%
KFS
734
Kelly Financial Services
Massachusetts
$1.05K -$2.04K -15 -63%
SIC
735
SJS Investment Consulting
Ohio
$1K -$6.66K -49 -82%
AP
736
Arlington Partners
Alabama
$1K -$2.72K -20 -63%
CWA
737
Clearview Wealth Advisors
Oregon
$1K -$1.09K -8 -44%
AWM
738
Accel Wealth Management
Iowa
$1K
AFS
739
Annapolis Financial Services
Maryland
$1K
BCH
740
Berkshire Capital Holdings
California
$1K
CCM
741
Covington Capital Management
California
$1K
DSC
742
Duncker Streett & Co
Missouri
$1K
HFM
743
Hartford Financial Management
Connecticut
$1K
MFA
744
McClarren Financial Advisors
Pennsylvania
$1K
MA
745
MCF Advisors
Kentucky
$1K
PO
746
Private Ocean
California
$1K
RMC
747
Resources Management Corp
Connecticut
$1K
TIM
748
Tevis Investment Management
Texas
$1K
WBC
749
West Branch Capital
Massachusetts
$1K
WWM
750
Wolff Wiese Magana
California
$1K

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.