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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
SSG
326
Summit Securities Group
New York
$1.85M +$2.39M +7,080 New
GIA
327
Gateway Investment Advisers
Ohio
$1.85M -$2.7K -8 -0.1%
Wolverine Trading
328
Wolverine Trading
Illinois
$1.84M -$4.88M -14,477 -67%
MAP
329
Managed Asset Portfolios
Michigan
$1.83M
Manulife (Manufacturers Life Insurance)
330
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.82M -$6.08M -18,032 -72%
SFI
331
Siemens Fonds Invest
Germany
$1.82M +$2.34M +6,947 New
EW
332
Evoke Wealth
California
$1.8M
TI
333
Tidal Investments
Wisconsin
$1.8M +$354K +1,049 +18%
Axa
334
Axa
France
$1.78M -$10.5M -31,252 -82%
HNW
335
High Note Wealth
Minnesota
$1.78M +$118K +351 +5%
MAM
336
Myriad Asset Management
Hong Kong
$1.77M +$2.28M +6,752 New
Twin Tree Management
337
Twin Tree Management
Texas
$1.72M +$2.22M +6,581 New
IP
338
Intellectus Partners
California
$1.72M -$32.4K -96 -1%
BRWA
339
B. Riley Wealth Advisors
Florida
$1.64M -$81.9K -243 -4%
IC
340
Intersect Capital
California
$1.61M +$40.8K +121 +2%
SDH
341
Sloy Dahl & Holst
Washington
$1.6M -$372K -1,102 -15%
DTL
342
Dynamic Technology Lab
Singapore
$1.6M +$2.07M +6,127 New
IRF
343
IBM Retirement Fund
New York
$1.58M +$5.39K +16 +0.3%
PCIA
344
Prime Capital Investment Advisors
Kansas
$1.58M +$1.76M +5,230 +649%
GF
345
Gabelli Funds
New York
$1.57M -$9.07M -26,900 -82%
HCCM
346
Hudson Canyon Capital Management
New York
$1.56M +$219K +650 +12%
VWA
347
V Wealth Advisors
Kansas
$1.55M +$1.35K +4 +0.1%
CWM
348
Concentrum Wealth Management
California
$1.52M -$101K -300 -5%
Capstone Investment Advisors
349
Capstone Investment Advisors
New York
$1.51M +$1.94M +5,768 New
WWA
350
WC Walker & Associates
California
$1.49M +$28.3K +84 +2%

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.