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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
KPWS
751
Kestra Private Wealth Services
Texas
-$216K -1,999 Closed
IFG
752
Independent Financial Group
California
-$213K -1,976 Closed
WWM
753
Western Wealth Management
Colorado
-$216K -1,974 Closed
VCM
754
Virtue Capital Management
Tennessee
-$212K -1,964 Closed
FAIM
755
Financial Advocates Investment Management
Washington
-$209K -1,929 Closed
FIM
756
Freedom Investment Management
Connecticut
-$207K -1,921 Closed
WQ
757
Wealth Quarterback
New Jersey
-$207K -1,917 Closed
CWP
758
Concord Wealth Partners
Virginia
-$205K -1,903 Closed
YMRC
759
Yorktown Management & Research Company
Virginia
-$204K -1,890 Closed
SFA
760
Sequoia Financial Advisors
Ohio
-$204K -1,886 Closed
FPA
761
First Pacific Advisors
California
-$140K -1,300 Closed
FMLI
762
Fukoku Mutual Life Insurance
Japan
-$133K -1,230 Closed
SIAP
763
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$114K -1,055 Closed
GTAM
764
Global Trust Asset Management
Florida
-$108K -1,000 Closed
BAM
765
Belpointe Asset Management
Nevada
-$101K -924 Closed
CC
766
Centiva Capital
New York
-$98K -904 Closed
NC
767
Nightview Capital
Texas
-$85K -787 Closed
AW
768
ACG Wealth
Georgia
-$83K -764 Closed
NICM
769
Neo Ivy Capital Management
New York
-$39K -367 Closed
GWMIA
770
Global Wealth Management Investment Advisory
Florida
-$26K -239 Closed
SWM
771
SeaCrest Wealth Management
New York
-$26K -239 Closed
RTC
772
Riverview Trust Company
Washington
-$22K -203 Closed
PFGIA
773
Patriot Financial Group Insurance Agency
Massachusetts
-$18K -171 Closed
CFO
774
CVA Family Office
Colorado
-$15.2K -160 -97%
CI
775
CX Institutional
Indiana
-$13K -116 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.