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943 hedge funds and large institutions have $53.9B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 341 increasing their positions, 318 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $40.9B → $53.9B (+$13B)

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 100

4.69% more ownership

Funds ownership: 54.31%59% (+4.7%)

1% more funds holding

Funds holding: 930943 (+13)

7% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 318

16% less call options, than puts

Call options by funds: $5.49B | Put options by funds: $6.5B

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
16.41%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
118
Increased
341
Reduced
318
Closed
100
Calls
$5.49B
Puts
$6.5B
Net Calls
-$1.01B
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$3.19M +$314K +942 +13%
HCM
302
HGI Capital Management
New York
$3.16M +$840K +2,521 +45%
AII
303
AGF Investments Inc
Ontario, Canada
$3.07M -$4.33K -13 -0.2%
JMPWA
304
JP Morgan Private Wealth Advisors
California
$3.05M -$2.68M -8,045 -51%
ETCM
305
Evolutionary Tree Capital Management
Virginia
$2.97M +$2.56M +7,681 New
VanEck Associates
306
VanEck Associates
New York
$2.97M -$9.31M -27,956 -78%
PFS
307
Prospera Financial Services
Texas
$2.96M +$364K +1,093 +17%
Wealthfront Advisers
308
Wealthfront Advisers
California
$2.92M +$2.52M +7,558 New
AA
309
ALPS Advisors
Colorado
$2.89M +$210K +630 +9%
PAM
310
Panagora Asset Management
Massachusetts
$2.88M -$4.78M -14,354 -66%
MS
311
Mizuho Securities
Japan
$2.86M +$1.82M +5,464 +284%
CG
312
Cutler Group
California
$2.8M +$2.31M +6,945 +2,395%
SDH
313
Sloy Dahl & Holst
Washington
$2.8M -$833K -2,500 -26%
NIM
314
Northeast Investment Management
Massachusetts
$2.78M -$333 -1 -0%
GLA
315
Great Lakes Advisors
Illinois
$2.77M +$2.39M +7,170 New
TRCT
316
Tower Research Capital (TRC)
New York
$2.76M -$5.41M -16,230 -69%
MYAM
317
Meiji Yasuda Asset Management
Japan
$2.75M +$856K +2,570 +57%
GIA
318
Gateway Investment Advisers
Ohio
$2.74M +$30.3K +91 +1%
MAP
319
Managed Asset Portfolios
Michigan
$2.71M -$2.33M -7,000 -50%
US Bancorp
320
US Bancorp
Minnesota
$2.68M +$65.9K +198 +3%
MFAM
321
Motley Fool Asset Management
Virginia
$2.68M -$90.6K -272 -4%
DA
322
Duality Advisers
Florida
$2.67M +$2.3M +6,910 New
EW
323
Evoke Wealth
California
$2.67M -$5.33K -16 -0.2%
NFG
324
Nations Financial Group
Iowa
$2.67M +$1.71M +5,128 +291%
HVM
325
Harvest Volatility Management
Connecticut
$2.63M +$786K +2,360 +53%

ZM Hedge Fund Activity: Q2 2021 in Review

943 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2021, worth a combined $53.9B — up 32% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ZM positions and 100 closed out — a net gain of 18 holders — while 341 added to existing stakes and 318 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.77B. The largest seller was HHLR Advisors, cutting an estimated $316M.

  • 943 institutional investors held Zoom (ZM) as of Q2 2021, up from 930 in Q1 2021.
  • Funds reported $53.9B of Zoom stock for Q2 2021, up 32% quarter-over-quarter.
  • 118 funds opened new Zoom positions in Q2 2021 and 100 closed out, a net change of +18 holders.
  • The largest Zoom buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.77B added.
  • The largest Zoom seller in Q2 2021 was HHLR Advisors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2021.