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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
AWM
326
AE Wealth Management
Kansas
$1.18M -$594K -2,525 -28%
ECM
327
ExodusPoint Capital Management
New York
$1.17M +$1.49M +6,341 New
GCS
328
Gordian Capital (Singapore)
Singapore
$1.16M +$1.48M +6,301 New
AIA
329
AGF Investments America
Ontario, Canada
$1.14M -$1.19M -5,050 -45%
BBA
330
Baader Bank Aktiengesellschaft
Germany
$1.14M +$1.46M +6,200 New
VR
331
Viridian RIA
Washington
$1.13M +$1.45M +6,159 New
SW
332
SteelPeak Wealth
California
$1.13M +$231K +984 +19%
MCC
333
Malaga Cove Capital
California
$1.12M +$946K +4,024 +194%
CA
334
Capitolis Advisors
New York
$1.12M +$1.43M +6,096 New
LCM
335
Lattice Capital Management
Washington
$1.12M +$1.43M +6,091 New
NEI
336
Northwest & Ethical Investments
Ontario, Canada
$1.1M +$1.41M +6,000 New
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$1.09M +$1.41M +5,989 New
RIM
338
Redpoint Investment Management
Australia
$1.08M +$79.2K +337 +6%
CWM
339
Concentrum Wealth Management
California
$1.07M
OPW
340
Oxler Private Wealth
New York
$1.07M +$935K +3,975 +218%
CAN
341
Cetera Advisor Networks
California
$1.02M +$281K +1,194 +27%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$1.01M -$822K -3,494 -39%
Wealthfront Advisers
343
Wealthfront Advisers
California
$1M +$1.28M +5,446 New
CL
344
CPWM LLC
Washington
$1M +$900K +3,829 New
CI
345
CX Institutional
Indiana
$1M +$286K +1,215 +29%
AIP
346
Ameritas Investment Partners
Nebraska
$994K +$42.1K +179 +3%
VWA
347
V Wealth Advisors
Kansas
$958K -$167K -712 -12%
IWM
348
IHT Wealth Management
Illinois
$954K +$183K +778 +18%
DCM
349
DGS Capital Management
New Jersey
$944K +$1.21M +5,132 New
Lido Advisors
350
Lido Advisors
California
$933K +$130K +553 +12%

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.