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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
SFO
901
Standard Family Office
South Dakota
-$11K -58 Closed
RPCONE
902
Retirement Planning Company of New England
Rhode Island
-$10K -56 Closed
Simplex Trading
903
Simplex Trading
Illinois
-$7.48K -55 Closed
CCMW
904
Cypress Capital Management (Wyoming)
Wyoming
-$10K -54 Closed
ARIS
905
Advanced Research Investment Solutions
California
-$8K -45 Closed
CBT
906
Central Bank & Trust
Kentucky
-$5K -25 Closed
OSNBOA
907
Old Second National Bank of Aurora
Illinois
-$7K -20 Closed
CT
908
Caldwell Trust
Florida
-$3.13K -17 Closed
IAG
909
Investmark Advisory Group
Connecticut
-$3K -17 Closed
FPWM
910
FSB Premier Wealth Management
Iowa
-$2K -15 Closed
DHGWA
911
Dixon Hughes Goodman Wealth Advisors
North Carolina
-$3K -14 Closed
AA
912
AlphaMark Advisors
Kentucky
-$2K -13 Closed
BBPWM
913
Blue Bell Private Wealth Management
Pennsylvania
-$2K -10 Closed
TFP
914
Tilia Fiduciary Partners
North Carolina
-$2K -10 Closed
SCA
915
Stonebridge Capital Advisors
Minnesota
-$1K -8 Closed
EBA
916
Eagle Bay Advisors
New York
-$1K -7 Closed
RK
917
Rather & Kittrell
Tennessee
-$1K -7 Closed
MTWM
918
Masso Torrence Wealth Management
New Jersey
-$1K -5 Closed
TFO
919
Tarbox Family Office
California
-$1K -3 Closed
RCM
920
Raleigh Capital Management
North Carolina
-$136 -1 -50%
CI
921
Cordant Inc
Oregon
+$136 +1 New
SC
922
Schubert & Co
Texas
+$136 +1 +50%
LSA
923
Lansing Street Advisors
Pennsylvania
+$272 +2 New
TH
924
TCTC Holdings
Texas
+$408 +3 New

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.