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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
CWA
726
Clearview Wealth Advisors
Oregon
$1K – – –
DSC
727
Duncker Streett & Co
Missouri
$1K – – –
HFM
728
Hartford Financial Management
Connecticut
$1K – – –
MA
729
MCF Advisors
Kentucky
$1K – – –
NWM
730
Navigation Wealth Management
Colorado
$1K – – –
PFA
731
Professional Financial Advisors
Nebraska
$1K – – –
RMC
732
Resources Management Corp
Connecticut
$1K – – –
TIM
733
Tevis Investment Management
Texas
$1K – – –
WBC
734
West Branch Capital
Massachusetts
$1K – – –
WWM
735
Wolff Wiese Magana
California
$1K – – –
OLVIG
736
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$105 +1 +8%
DI
737
Disciplined Investments
Oklahoma
$1K +$316 +3 +33%
WOSD
738
WFA of San Diego
California
$1K +$633 +6 New
SC
739
Schubert & Co
Texas
$1K +$738 +7 +233%
FBC
740
Fairfield, Bush & Co
Connecticut
$1K +$1.37K +13 New
KFS
741
Kelly Financial Services
Massachusetts
$972 – – –
IAIM
742
International Assets Investment Management
Florida
$378 -$29.8K -283 -7%
WIM
743
Westside Investment Management
California
$16 – – –
RDIA
744
RE Dickinson Investment Advisors
Iowa
$1 -$5.27K -50 -81%
Tiger Global Management
745
Tiger Global Management
New York
– -$122M -1,040,000 Closed
CRCM
746
Cat Rock Capital Management
Connecticut
– -$39.2M -334,323 Closed
Voloridge Investment Management
747
Voloridge Investment Management
Florida
– -$30.7M -261,941 Closed
Qube Research & Technologies (QRT)
748
Qube Research & Technologies (QRT)
United Kingdom
– -$30.3M -258,074 Closed
SSA
749
Schonfeld Strategic Advisors
New York
– -$28.1M -239,300 Closed
SCM
750
Steadview Capital Management
United Kingdom
– -$24.8M -211,719 Closed
28 29
30
31 32

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.