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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
SWA
351
SOA Wealth Advisors
New York
$1.48M -$71.8K -213 -4%
NIM
352
Northeast Investment Management
Massachusetts
$1.47M -$529K -1,568 -22%
BCM
353
Bayesian Capital Management
New York
$1.46M +$1.89M +5,600 New
RIM
354
Redpoint Investment Management
Australia
$1.45M -$198K -586 -10%
PFS
355
Prospera Financial Services
Texas
$1.45M -$709K -2,104 -27%
DADC
356
D.A. Davidson & Co
Montana
$1.43M -$155K -461 -8%
SFM
357
Soros Fund Management
New York
$1.39M +$1.79M +5,301 New
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$1.37M +$160K +474 +10%
AIP
359
Ameritas Investment Partners
Nebraska
$1.37M +$24.6K +73 +1%
SW
360
SteelPeak Wealth
California
$1.35M +$1.06M +3,153 +157%
Bank Julius Baer & Co
361
Bank Julius Baer & Co
Switzerland
$1.34M +$377K +1,119 +28%
B
362
Barings
North Carolina
$1.33M +$766K +2,271 +80%
GKWIM
363
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$198K +586 +13%
SM
364
SG3 Management
Puerto Rico
$1.31M +$1.69M +5,000 New
BAM
365
Blueshift Asset Management
New Jersey
$1.3M +$1.39M +4,136 +502%
AA
366
Altman Advisors
Illinois
$1.29M +$115K +340 +8%
SWP
367
Stratos Wealth Partners
Ohio
$1.28M -$22.3K -66 -1%
ETC
368
Exchange Traded Concepts
Oklahoma
$1.25M +$1.17M +3,477 +271%
MA
369
Mutual Advisors
Nebraska
$1.24M +$201K +596 +14%
JSC
370
Jackson Square Capital
California
$1.23M -$38.8K -115 -2%
AWP
371
Ascent Wealth Partners
New York
$1.23M +$11.1K +33 +0.7%
IFG
372
Independent Financial Group
California
$1.22M +$354K +1,050 +29%
PSUF
373
People's United Financial
Connecticut
$1.18M +$59.7K +177 +4%
Lido Advisors
374
Lido Advisors
California
$1.18M -$231K -684 -13%
BNP Paribas Asset Management
375
BNP Paribas Asset Management
France
$1.17M -$224K -663 -13%

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.