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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
AIP
776
Ahrens Investment Partners
Louisiana
-$11K -100 Closed
FMP
777
Financial Management Professionals
Texas
-$11K -100 Closed
PVH
778
Psagot Value Holdings
Israel
-$11K -100 Closed
RIM
779
Rockbridge Investment Management
New York
-$8.64K -80 Closed
AWM
780
Avior Wealth Management
Nebraska
-$6K -62 Closed
LFA
781
Level Financial Advisors
New York
-$5K -50 Closed
PP
782
PFS Partners
New Jersey
-$5.4K -50 Closed
AAP
783
Arax Advisory Partners
Colorado
-$5K -49 Closed
EL
784
EMFO LLC
Florida
-$4K -40 Closed
AW
785
Avion Wealth
Texas
-$4K -36 Closed
CCM
786
Chilton Capital Management
Texas
-$4K -35 Closed
TWP
787
TFO Wealth Partners
Ohio
-$3K -24 Closed
COCM
788
Charter Oak Capital Management
New Hampshire
-$2K -21 Closed
SWA
789
Sutton Wealth Advisors
Florida
-$2.27K -21 Closed
Loomis, Sayles & Company
790
Loomis, Sayles & Company
Massachusetts
-$2K -19 Closed
FBC
791
Fairfield, Bush & Co
Connecticut
-$1K -13 Closed
AP
792
Arlington Partners
Alabama
-$1K -12 Closed
HR
793
Howe & Rusling
New York
-$1K -10 Closed
TIM
794
Tevis Investment Management
Texas
-$1K -10 Closed
SC
795
Schubert & Co
Texas
-$571 -6 -60%
WOSD
796
WFA of San Diego
California
-$1K -6 Closed
DWA
797
Delos Wealth Advisors
Texas
+$95 +1 +50%
VWM
798
Valley Wealth Managers
New Jersey
+$286 +3 +150%
SIC
799
SJS Investment Consulting
Ohio
+$666 +7 New

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.