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937 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 356 increasing their positions, 277 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 150

29% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 277

6% more funds holding

Funds holding: 886937 (+51)

0.32% more ownership

Funds ownership: 57.69%58.01% (+0.32%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

23% less call options, than puts

Call options by funds: $4.3B | Put options by funds: $5.55B

26% less capital invested

Capital invested by funds: $52.8B → $39B (-$13.7B)

Holders
937
Holders Change
+51
Holders Change %
+5.76%
% of All Funds
16.58%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
212
Increased
356
Reduced
277
Closed
150
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
SW
326
SteelPeak Wealth
California
$2.16M +$2.51M +5,633 +732%
SFS
327
Sowell Financial Services
Arkansas
$2.13M +$212K +475 +8%
US Bancorp
328
US Bancorp
Minnesota
$2.11M -$4.46K -10 -0.2%
JF
329
Jump Financial
Illinois
$2.1M +$956K +2,144 +52%
IRF
330
IBM Retirement Fund
New York
$2.09M +$344K +772 +14%
WWA
331
WC Walker & Associates
California
$2M +$2.14M +4,800 New
DILIC
332
Dai-ichi Life Insurance Company
Japan
$1.99M -$2.5M -5,616 -49%
AW
333
ACG Wealth
Georgia
$1.98M +$22.3K +50 +0.9%
SGM
334
Skye Global Management
Florida
$1.96M +$2.59M +5,800 New
AII
335
AGF Investments Inc
Ontario, Canada
$1.95M -$38.8M -87,103 -94%
EAM
336
Erste Asset Management
Austria
$1.95M +$230K +517 +10%
EMG
337
ETF Managers Group
New Jersey
$1.93M +$1.66M +3,734 +215%
GKWIM
338
Gerber Kawasaki Wealth & Investment Management
California
$1.92M +$198K +444 +8%
AAS
339
Annex Advisory Services
Wisconsin
$1.91M +$2.53M +5,670 New
WS
340
Wedbush Securities
California
$1.91M -$634K -1,423 -20%
SWP
341
Stratos Wealth Partners
Ohio
$1.9M -$369K -828 -13%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$1.9M -$6.24K -14 -0.2%
BCI
343
Brinker Capital Investments
Pennsylvania
$1.89M +$1.18M +2,651 +90%
CTA
344
Carillon Tower Advisers
Florida
$1.89M -$8.7M -19,511 -78%
AC
345
Athanor Capital
New York
$1.86M +$306K +686 +14%
VR
346
Viridian RIA
Washington
$1.85M -$54.8K -123 -2%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$1.83M
Calamos Advisors
348
Calamos Advisors
Illinois
$1.83M +$15.6K +35 +0.6%
SS
349
Simplicity Solutions
Minnesota
$1.81M +$738K +1,656 +45%
JIP
350
Jaffetilchin Investment Partners
Florida
$1.8M +$1.96M +4,401 +466%

ZM Hedge Fund Activity: Q4 2020 in Review

937 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2020, worth a combined $39B — down 26% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new ZM positions and 150 closed out — a net gain of 62 holders — while 356 added to existing stakes and 277 trimmed.

The largest buyer was BlackRock, adding an estimated $804M. The largest seller was SB Management, exiting entirely with an estimated $1.8B sold.

  • 937 institutional investors held Zoom (ZM) as of Q4 2020, up from 886 in Q3 2020.
  • Funds reported $39B of Zoom stock for Q4 2020, down 26% quarter-over-quarter.
  • 212 funds opened new Zoom positions in Q4 2020 and 150 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2020 was BlackRock, an estimated $804M added.
  • The largest Zoom seller in Q4 2020 was SB Management, an estimated $1.8B sold.

Based on aggregated 13F filings for Q4 2020.