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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
Prudential Financial
276
Prudential Financial
New Jersey
$1.91M -$1.57M -6,669 -50%
IG
277
ING Group
Netherlands
$1.89M +$1.42M +6,054 +143%
SAM
278
Shell Asset Management
Netherlands
$1.88M +$4K +17 +0.2%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$1.86M -$78.3K -333 -3%
HI
280
Harrington Investments
California
$1.84M +$155K +661 +7%
SFI
281
Siemens Fonds Invest
Germany
$1.81M +$604K +2,567 +37%
ASN
282
Advisory Services Network
Georgia
$1.8M -$521K -2,215 -18%
BPC
283
Banque Pictet & Cie
Switzerland
$1.77M +$2.26M +9,603 New
AC
284
Avestar Capital
New York
$1.76M -$295K -1,255 -12%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$1.75M +$115K +487 +5%
QT
286
Quantbot Technologies
New York
$1.69M +$2.16M +9,185 New
BNP Paribas Asset Management
287
BNP Paribas Asset Management
France
$1.66M +$1.06M +4,517 +101%
FHA
288
Flagship Harbor Advisors
Massachusetts
$1.61M -$4.7K -20 -0.2%
AWM
289
Axxcess Wealth Management
California
$1.61M +$2.06M +8,755 New
SDH
290
Sloy Dahl & Holst
Washington
$1.6M
SWM
291
Spire Wealth Management
Virginia
$1.59M +$197K +836 +11%
CCM
292
CAAS Capital Management
New York
$1.57M
EGM
293
Engineers Gate Manager
New York
$1.56M +$1.78M +7,550 +831%
BCV
294
Banque Cantonale Vaudoise
Switzerland
$1.55M +$13.9K +59 +0.7%
SG Americas Securities
295
SG Americas Securities
New York
$1.52M -$582K -2,477 -23%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$1.51M -$150K -637 -7%
OC
297
Oppenheimer & Co
New York
$1.51M -$575K -2,446 -23%
KAS
298
Kestra Advisory Services
Texas
$1.48M -$53.4K -227 -3%
Wellington Management Group
299
Wellington Management Group
Massachusetts
$1.44M -$6.73M -28,609 -79%
WS
300
Wedbush Securities
California
$1.42M -$346K -1,471 -16%

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.