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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
GKWIM
826
Gerber Kawasaki Wealth & Investment Management
California
-$349K -1,898 Closed
UCFA
827
United Capital Financial Advisors
Texas
-$343K -1,864 Closed
MPM
828
MBB Public Markets
Illinois
-$332K -1,807 Closed
RC
829
RegentAtlantic Capital
New Jersey
-$331K -1,798 Closed
MGIA
830
Moneta Group Investment Advisors
Missouri
-$329K -1,789 Closed
HSA
831
HBK Sorce Advisory
Pennsylvania
-$328K -1,782 Closed
HFP
832
Holistic Financial Partners
Indiana
-$324K -1,760 Closed
PA
833
Pinnacle Associates
New York
-$321K -1,745 Closed
PCA
834
Personal Capital Advisors
California
-$296K -1,666 Closed
MS
835
Maven Securities
Jersey
-$294K -1,601 Closed
MIM
836
Moseley Investment Management
Florida
-$294K -1,600 Closed
IWC
837
Integrated Wealth Concepts
Massachusetts
-$291K -1,584 Closed
Axa
838
Axa
France
-$282K -1,535 Closed
MTIM
839
Marathon Trading Investment Management
Pennsylvania
-$204K -1,500 Closed
CG
840
Caprock Group
Idaho
-$273K -1,484 Closed
EN1L
841
Engine No 1 LLC
California
-$273K -1,482 Closed
LOAMS
842
Lombard Odier Asset Management (Switzerland)
Switzerland
-$269K -1,461 Closed
BWA
843
Blodgett Wealth Advisors
California
-$269K -1,460 Closed
PL
844
Pluribus Labs
California
-$265K -1,443 Closed
OCM
845
One Capital Management
California
-$263K -1,434 Closed
SFG
846
Sowa Financial Group
Rhode Island
-$262K -1,427 Closed
GA
847
GraniteShares Advisors
New York
-$260K -1,415 Closed
JIC
848
Joel Isaacson & Co
New York
-$259K -1,411 Closed
1W
849
1776 Wealth
Georgia
-$257K -1,400 Closed
MWM
850
Meridian Wealth Management
Kentucky
-$253K -1,378 Closed

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.