We are live on ! Find out more

814 hedge funds and large institutions have $28.3B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 276 increasing their positions, 278 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% more ownership

Funds ownership: 61.01%63.64% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 278

7% less funds holding

Funds holding: 872814 (-58)

15% less call options, than puts

Call options by funds: $4.36B | Put options by funds: $5.1B

23% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 194

26% less capital invested

Capital invested by funds: $38.4B → $28.3B (-$10.1B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
814
Holders Change
-58
Holders Change %
-6.65%
% of All Funds
12.53%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
276
Reduced
278
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
251
Gateway Investment Advisers
Ohio
$2.58M +$1.64M +6,980 +99%
MVPI
252
Maven Ventures Partners II
California
$2.52M +$3.22M +13,699 New
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$2.44M +$219K +932 +8%
VanEck Associates
254
VanEck Associates
New York
$2.41M +$205K +872 +7%
KBC Group
255
KBC Group
Belgium
$2.39M -$2.34M -9,957 -43%
ETCM
256
Evolutionary Tree Capital Management
Virginia
$2.39M +$526K +2,238 +21%
SAS
257
Sanford Advisory Services
Michigan
$2.37M
LSERS
258
Louisiana State Employees Retirement System
Louisiana
$2.37M +$118K +500 +4%
AA
259
ALPS Advisors
Colorado
$2.36M +$1.07M +4,555 +55%
CS
260
Candriam SCA
Luxembourg
$2.36M +$244K +1,037 +9%
IAIM
261
Industrial Alliance Investment Management
Quebec, Canada
$2.31M +$2.96M +12,578 New
MSE
262
MUFG Securities EMEA
United Kingdom
$2.27M +$2.91M +12,370 New
Truist Financial
263
Truist Financial
North Carolina
$2.25M -$585K -2,486 -17%
SEC
264
Seven Eight Capital
New York
$2.25M +$2.52M +10,719 +715%
KAM
265
Karani Asset Management
New York
$2.21M -$2.8M -11,896 -50%
MML Investors Services
266
MML Investors Services
Massachusetts
$2.19M -$1.08M -4,591 -28%
PAG
267
Private Advisor Group
New Jersey
$2.19M -$1.56M -6,650 -36%
PHK
268
Point72 Hong Kong
Hong Kong
$2.19M -$1.26M -5,343 -31%
SFG
269
Synergy Financial Group
California
$2.11M +$2.7M +11,488 New
AWS
270
AJ Wealth Strategies
New York
$2.06M -$186K -789 -7%
Connor, Clark & Lunn Investment Management (CC&L)
271
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.04M +$1.91M +8,125 +272%
AIMCA
272
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.04M -$3.69M -15,700 -59%
HF
273
HRT Financial
New York
$2.04M +$2.6M +11,076 New
FCI
274
Financial Counselors Inc
Kansas
$2.01M -$1.05M -4,485 -29%
MAM
275
Maytree Asset Management
Hong Kong
$2.01M +$2.57M +10,910 New

ZM Hedge Fund Activity: Q4 2021 in Review

814 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2021, worth a combined $28.3B — down 26% from $38.4B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of ZM and 150 opened new positions — a net loss of 44 holders — while 278 trimmed existing stakes and 276 added.

The largest buyer was ARK Investment Management, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $482M.

  • 814 institutional investors held Zoom (ZM) as of Q4 2021, down from 872 in Q3 2021.
  • Funds reported $28.3B of Zoom stock for Q4 2021, down 26% quarter-over-quarter.
  • 150 funds opened new Zoom positions in Q4 2021 and 194 closed out, a net change of -44 holders.
  • The largest Zoom buyer in Q4 2021 was ARK Investment Management, an estimated $582M added.
  • The largest Zoom seller in Q4 2021 was T. Rowe Price Associates, an estimated $482M sold.

Based on aggregated 13F filings for Q4 2021.