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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
QT
851
Quantamental Technologies
New York
-$250K -1,362 Closed
YMRC
852
Yorktown Management & Research Company
Virginia
-$249K -1,353 Closed
MIC
853
Means Investment Company
Maine
-$249K -1,352 Closed
MF
854
Magnetar Financial
Illinois
-$245K -1,334 Closed
TC
855
Truvestments Capital
Florida
-$244K -1,327 Closed
WAP
856
Wealthcare Advisory Partners
Pennsylvania
-$241K -1,311 Closed
GWM
857
Geneos Wealth Management
Colorado
-$238K -1,298 Closed
CGH
858
Crossmark Global Holdings
Texas
-$237K -1,290 Closed
JSL
859
JT Stratford LLC
Georgia
-$236K -1,284 Closed
YC
860
Yarbrough Capital
Tennessee
-$234K -1,275 Closed
SAS
861
Sanford Advisory Services
Michigan
-$2.37M -1,260 Closed
KM
862
Kalos Management
Georgia
-$325K -1,243 Closed
USCWA
863
U.S. Capital Wealth Advisors
Texas
-$227K -1,234 Closed
RCAG
864
Rehmann Capital Advisory Group
Michigan
-$226K -1,229 Closed
PA
865
Paragon Advisors
Texas
-$225K -1,222 Closed
JG
866
Jefferies Group
New York
-$221K -1,200 Closed
SBIA
867
Sheaff Brock Investment Advisors
Indiana
-$219K -1,187 Closed
WAM
868
Weiss Asset Management
Massachusetts
-$215K -1,170 Closed
H
869
HoyleCohen
California
-$211K -1,149 Closed
BO
870
BRR OpCo
Ohio
-$211K -1,147 Closed
KeyBank National Association
871
KeyBank National Association
Ohio
-$206K -1,118 Closed
VCWA
872
Vanguard Capital Wealth Advisors
Colorado
-$204K -1,110 Closed
MC
873
Moors & Cabot
Massachusetts
-$201K -1,093 Closed
RBCM
874
Raub Brock Capital Management
California
-$273K -1,045 Closed
GVAG
875
Great Valley Advisor Group
Delaware
-$240K -962 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.