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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
CT
526
Cambridge Trust
Massachusetts
$60K -$73.7K -300 -55%
RFWA
527
RPg Family Wealth Advisory
Massachusetts
$57.9K
CWP
528
Concord Wealth Partners
Virginia
$57K -$2.7K -11 -4%
CFG
529
CKW Financial Group
Hawaii
$55K
SOW
530
State of Wyoming
Wyoming
$55K +$19.2K +78 +52%
AF
531
Allworth Financial
California
$49K +$7.13K +29 +17%
MSFP
532
Mark Sheptoff Financial Planning
Connecticut
$48K +$49.1K +200 New
WT
533
Whittier Trust
California
$48K +$49.1K +200 New
RE
534
RBC Europe
United Kingdom
$45K -$45.5K -185 -50%
CHA
535
Carmichael Hill & Associates
Maryland
$41K +$2.21K +9 +6%
WAS
536
Winch Advisory Services
Wisconsin
$37K +$9.83K +40 +36%
TFA
537
Toth Financial Advisory
Virginia
$36K -$973K -3,960 -96%
AIP
538
Ahrens Investment Partners
Louisiana
$36K
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$36K +$9.09K +37 +33%
PG
540
Proffitt & Goodson
Tennessee
$36K +$36.9K +150 New
QC
541
Quent Capital
New York
$33K
AF
542
Advisornet Financial
Minnesota
$32K +$25.8K +105 +362%
JWA
543
JFS Wealth Advisors
Pennsylvania
$31K +$6.14K +25 +24%
GTAM
544
Global Trust Asset Management
Florida
$30K -$154K -625 -83%
CFFP
545
Center for Financial Planning
Michigan
$30K
GWS
546
Glassman Wealth Services
Virginia
$30K +$6.39K +26 +27%
SLWA
547
San Luis Wealth Advisors
California
$30K +$22.6K +92 New
MAM
548
Meeder Asset Management
Ohio
$30K +$30.7K +125 New
EDRH
549
Edmond de Rothschild Holding
Switzerland
$27K
AP
550
Arlington Partners
Alabama
$26K +$14.7K +60 +122%

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.