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631 hedge funds and large institutions have $15.2B invested in Zscaler in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 230 increasing their positions, 220 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.05B | Put options by funds: $1.9B

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 220

1.01% less ownership

Funds ownership: 45.66%44.65% (-1%)

4% less funds holding

Funds holding: 659631 (-28)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

26% less capital invested

Capital invested by funds: $20.5B → $15.2B (-$5.37B)

59% less funds holding in top 10

Funds holding in top 10: 177 (-10)

Holders
631
Holders Change
-28
Holders Change %
-4.25%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-58.82%
% of All Funds
0.11%
New
97
Increased
230
Reduced
220
Closed
116
Calls
$2.05B
Puts
$1.9B
Net Calls
+$153M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
476
Palladium Partners
Virginia
$241K
SC
477
Soundwatch Capital
Connecticut
$241K
FC
478
Ferris Capital
Massachusetts
$241K +$246K +1,000 New
QC
479
QCM Cayman
Texas
$239K +$244K +991 New
FFN
480
Focus Financial Network
Minnesota
$239K +$243K +989 New
BAM
481
Belpointe Asset Management
Nevada
$238K -$134K -545 -36%
MA
482
MONECO Advisors
Connecticut
$238K
VWM
483
Venturi Wealth Management
Texas
$238K +$242K +986 New
CAG
484
Crestwood Advisors Group
Massachusetts
$237K +$241K +982 New
AFG
485
Albion Financial Group
Utah
$236K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
486
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$233K -$1M -4,082 -81%
VBCG
487
Valley Brook Capital Group
Pennsylvania
$233K +$54.1K +220 +29%
NFG
488
Norris Financial Group
South Carolina
$232K -$6.39K -26 -3%
PWAG
489
Polaris Wealth Advisory Group
California
$232K +$246K +1,000 New
DWM
490
Drive Wealth Management
Utah
$228K +$737 +3 +0.3%
TPM
491
Triasima Portfolio Management
Quebec, Canada
$224K -$25.6K -104 -10%
CB
492
Commerce Bank
Missouri
$224K -$11.5K -47 -5%
OIA
493
Optimum Investment Advisors
Illinois
$223K
SSB
494
Sandy Spring Bank
Maryland
$223K +$147K +600 +183%
SIC
495
Salem Investment Counselors
North Carolina
$221K +$226K +918 New
DWT
496
Dorsey & Whitney Trust
South Dakota
$219K +$37.6K +153 +20%
RG
497
Rathbones Group
United Kingdom
$218K -$206K -838 -48%
H
498
HoyleCohen
California
$217K -$7.86K -32 -3%
Allspring Global Investments
499
Allspring Global Investments
North Carolina
$215K +$20.1K +82 +10%
HIC
500
Holderness Investments Company
North Carolina
$213K -$3.19K -13 -1%

ZS Hedge Fund Activity: Q1 2022 in Review

631 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zscaler (ZS) for Q1 2022, worth a combined $15.2B — down 26% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of ZS and 97 opened new positions — a net loss of 19 holders — while 220 trimmed existing stakes and 230 added.

The largest buyer was Capital Research Global Investors, adding an estimated $310M. The largest seller was Morgan Stanley, cutting an estimated $296M.

  • 631 institutional investors held Zscaler (ZS) as of Q1 2022, down from 659 in Q4 2021.
  • Funds reported $15.2B of Zscaler stock for Q1 2022, down 26% quarter-over-quarter.
  • 97 funds opened new Zscaler positions in Q1 2022 and 116 closed out, a net change of -19 holders.
  • The largest Zscaler buyer in Q1 2022 was Capital Research Global Investors, an estimated $310M added.
  • The largest Zscaler seller in Q1 2022 was Morgan Stanley, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2022.