We are live on ! Find out more

872 hedge funds and large institutions have $38.4B invested in Zoom in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 352 increasing their positions, 262 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 262

2.01% more ownership

Funds ownership: 59%61.01% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

8% less funds holding

Funds holding: 943872 (-71)

26% less call options, than puts

Call options by funds: $4.93B | Put options by funds: $6.67B

29% less capital invested

Capital invested by funds: $53.9B → $38.4B (-$15.5B)

39% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 155

Holders
872
Holders Change
-71
Holders Change %
-7.53%
% of All Funds
15.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.46%
New
94
Increased
352
Reduced
262
Closed
155
Calls
$4.93B
Puts
$6.67B
Net Calls
-$1.75B
Net Calls Change
-$732M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$2.33M +$1.25M +3,716 +71%
HLA
302
Hamilton Lane Advisors
Pennsylvania
$2.33M -$674K -2,000 -18%
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$2.31M +$205K +609 +7%
ARI
304
Applied Research Investments
Delaware
$2.31M -$1.35M -3,995 -31%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$2.3M +$19.6K +58 +0.7%
WG
306
Winton Group
United Kingdom
$2.24M +$841K +2,493 +41%
CCM
307
CAAS Capital Management
New York
$2.23M +$1.28M +3,800 +81%
BCV
308
Banque Cantonale Vaudoise
Switzerland
$2.19M -$93.1K -276 -3%
AA
309
ALPS Advisors
Colorado
$2.17M +$277K +821 +11%
KAS
310
Kestra Advisory Services
Texas
$2.16M -$740K -2,196 -21%
CAM
311
Cresset Asset Management
Illinois
$2.13M +$1.03M +3,058 +60%
MFAM
312
Motley Fool Asset Management
Virginia
$2.09M +$364K +1,081 +16%
AII
313
AGF Investments Inc
Ontario, Canada
$2.07M +$4.05K +12 +0.2%
SC
314
Sepio Capital
Utah
$2.07M +$1.71M +5,074 +180%
SPIA
315
Steward Partners Investment Advisory
New York
$2.05M -$2.31M -6,838 -47%
SWM
316
Spire Wealth Management
Virginia
$2.04M -$247K -732 -9%
SIM
317
Spark Investment Management
New York
$2.04M -$1.15M -3,400 -30%
LS
318
Livforsakringsbolaget Skandia
Sweden
$2.04M +$978K +2,900 +88%
BWL
319
Bogart Wealth LLC
Virginia
$2.03M +$817K +2,424 +45%
GLA
320
Great Lakes Advisors
Illinois
$2.01M +$171K +507 +7%
EAM
321
Evanson Asset Management
California
$1.99M +$10.5K +31 +0.6%
CCA
322
Catalyst Capital Advisors
New York
$1.97M +$742K +2,201 +41%
MYAM
323
Meiji Yasuda Asset Management
Japan
$1.95M +$116K +345 +5%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M +$1.91M +5,668 +319%
FMT
325
First Mercantile Trust
Tennessee
$1.86M +$331K +982 +16%

ZM Hedge Fund Activity: Q3 2021 in Review

872 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2021, worth a combined $38.4B — down 29% from $53.9B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of ZM and 94 opened new positions — a net loss of 61 holders — while 262 trimmed existing stakes and 352 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $887M. The largest seller was Sands Capital Management, exiting entirely with an estimated $430M sold.

  • 872 institutional investors held Zoom (ZM) as of Q3 2021, down from 943 in Q2 2021.
  • Funds reported $38.4B of Zoom stock for Q3 2021, down 29% quarter-over-quarter.
  • 94 funds opened new Zoom positions in Q3 2021 and 155 closed out, a net change of -61 holders.
  • The largest Zoom buyer in Q3 2021 was T. Rowe Price Associates, an estimated $887M added.
  • The largest Zoom seller in Q3 2021 was Sands Capital Management, an estimated $430M sold.

Based on aggregated 13F filings for Q3 2021.