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943 hedge funds and large institutions have $53.9B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 341 increasing their positions, 318 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $40.9B → $53.9B (+$13B)

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 100

4.69% more ownership

Funds ownership: 54.31%59% (+4.7%)

1% more funds holding

Funds holding: 930943 (+13)

7% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 318

16% less call options, than puts

Call options by funds: $5.49B | Put options by funds: $6.5B

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
16.41%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
118
Increased
341
Reduced
318
Closed
100
Calls
$5.49B
Puts
$6.5B
Net Calls
-$1.01B
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
GW
401
GW & Wade
Massachusetts
$1.4M +$64.3K +193 +6%
AW
402
ACG Wealth
Georgia
$1.4M -$673K -2,020 -36%
IFG
403
Independent Financial Group
California
$1.39M -$62.9K -189 -5%
DF
404
Donoghue Forlines
Massachusetts
$1.39M -$1.42M -4,260 -54%
PA
405
Parallel Advisors
California
$1.39M +$35.3K +106 +3%
CPIG
406
Chicago Partners Investment Group
Illinois
$1.39M +$121K +363 +11%
AWM
407
Avondale Wealth Management
Texas
$1.38M -$117K -350 -9%
SG
408
StoneX Group
New York
$1.32M -$1.67K -5 -0.1%
WAM
409
World Asset Management
Michigan
$1.32M +$116K +349 +11%
OPPTF
410
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.31M +$56.3K +169 +5%
SV
411
Sturgeon Ventures
United Kingdom
$1.3M
LS
412
Livforsakringsbolaget Skandia
Sweden
$1.28M +$266K +800 +32%
IAIM
413
International Assets Investment Management
Florida
$1.24M -$474K -1,422 -31%
BA
414
Bristlecone Advisors
Washington
$1.24M +$76.3K +229 +8%
TMAM
415
Tokio Marine Asset Management
Japan
$1.22M -$149K -448 -12%
AAS
416
Avantax Advisory Services
Texas
$1.22M -$197K -592 -16%
PWA
417
Phoenix Wealth Advisors
North Carolina
$1.22M +$261K +784 +35%
CCM
418
Conway Capital Management
California
$1.21M +$283K +850 +37%
LWM
419
Laidlaw Wealth Management
New York
$1.2M +$51.3K +154 +5%
BCM
420
Brookstone Capital Management
Illinois
$1.18M +$742K +2,227 +247%
HIS
421
Harvest Investment Services
Illinois
$1.18M -$43.3K -130 -4%
RHBC
422
R.H. Bluestein & Co
Michigan
$1.17M +$216K +650 +27%
BC
423
Bridgefront Capital
Texas
$1.16M +$172K +516 +21%
ACP
424
Aviance Capital Partners
Florida
$1.16M -$2.33M -7,000 -70%
Credit Agricole
425
Credit Agricole
France
$1.16M +$239K +717 +31%

ZM Hedge Fund Activity: Q2 2021 in Review

943 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2021, worth a combined $53.9B — up 32% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ZM positions and 100 closed out — a net gain of 18 holders — while 341 added to existing stakes and 318 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.77B. The largest seller was HHLR Advisors, cutting an estimated $316M.

  • 943 institutional investors held Zoom (ZM) as of Q2 2021, up from 930 in Q1 2021.
  • Funds reported $53.9B of Zoom stock for Q2 2021, up 32% quarter-over-quarter.
  • 118 funds opened new Zoom positions in Q2 2021 and 100 closed out, a net change of +18 holders.
  • The largest Zoom buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.77B added.
  • The largest Zoom seller in Q2 2021 was HHLR Advisors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2021.