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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
MFAM
301
Motley Fool Asset Management
Virginia
$1.41M -$72.7K -309 -4%
MYAM
302
Meiji Yasuda Asset Management
Japan
$1.41M +$56.9K +242 +3%
CCA
303
Catalyst Capital Advisors
New York
$1.41M +$36.4K +155 +2%
PAM
304
Panagora Asset Management
Massachusetts
$1.39M -$340K -1,446 -16%
US Bancorp
305
US Bancorp
Minnesota
$1.37M -$388K -1,651 -18%
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$1.36M -$323K -1,373 -16%
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$1.35M -$585K -2,490 -25%
TI
308
Tidal Investments
Wisconsin
$1.35M +$108K +459 +7%
IP
309
Intellectus Partners
California
$1.33M +$158K +670 +10%
AWA
310
Arkadios Wealth Advisors
Georgia
$1.33M +$1.48M +6,289 +666%
AWM
311
Avitas Wealth Management
California
$1.32M -$561K -2,384 -25%
AII
312
AGF Investments Inc
Ontario, Canada
$1.32M -$181K -768 -10%
MAG
313
Mass Ave Global
New York
$1.31M +$1.68M +7,128 New
DADC
314
D.A. Davidson & Co
Montana
$1.3M +$379K +1,610 +29%
S
315
Surevest
California
$1.3M -$1.95M -8,310 -54%
EW
316
Evoke Wealth
California
$1.27M
HNW
317
High Note Wealth
Minnesota
$1.26M +$16.5K +70 +1%
SIM
318
Spark Investment Management
New York
$1.25M -$235K -1,000 -13%
HLA
319
Hamilton Lane Advisors
Pennsylvania
$1.23M -$523K -2,226 -25%
TRCT
320
Tower Research Capital (TRC)
New York
$1.22M -$1.45M -6,180 -48%
SPIA
321
Steward Partners Investment Advisory
New York
$1.21M -$292K -1,241 -16%
AAS
322
Annex Advisory Services
Wisconsin
$1.2M -$1.83M -7,794 -54%
HCCM
323
Hudson Canyon Capital Management
New York
$1.19M +$118K +500 +8%
IAA
324
Independent Advisor Alliance
North Carolina
$1.18M -$3.09M -13,123 -67%
BWL
325
Bogart Wealth LLC
Virginia
$1.18M -$316K -1,342 -17%

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.