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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
SC
401
Sepio Capital
Utah
$628K -$1.06M -4,488 -57%
CPC
402
Congress Park Capital
New York
$625K +$464K +1,975 +139%
LNC
403
Lincoln National Corp
Pennsylvania
$617K +$233K +991 +42%
PFS
404
Prospera Financial Services
Texas
$616K -$518K -2,204 -40%
ETC
405
Exchange Traded Concepts
Oklahoma
$614K -$334K -1,422 -30%
VAM
406
Vienna Asset Management
California
$614K +$785K +3,340 New
ICP
407
Interchange Capital Partners
Pennsylvania
$611K +$782K +3,325 New
DU
408
Delphia (USA)
Ontario, Canada
$606K +$774K +3,293 New
BRWA
409
B. Riley Wealth Advisors
Florida
$591K -$645K -2,742 -46%
Comerica Bank
410
Comerica Bank
Texas
$590K -$2.64M -11,210 -73%
HCM
411
HGI Capital Management
New York
$587K -$1.52M -6,480 -67%
TC
412
Tatro Capital
Kentucky
$576K +$736K +3,130 New
BAM
413
Blueshift Asset Management
New Jersey
$573K -$433K -1,843 -37%
YCM
414
Yousif Capital Management
Michigan
$573K +$732K +3,114 New
BC
415
Belmont Capital
California
$571K
NA
416
NewEdge Advisors
Louisiana
$569K +$404K +1,718 +125%
IC
417
Intersect Capital
California
$559K -$732K -3,112 -51%
LWM
418
Laidlaw Wealth Management
New York
$557K -$163K -694 -19%
B
419
Barings
North Carolina
$555K -$489K -2,080 -41%
RCA
420
Roberts Capital Advisors
Colorado
$549K +$702K +2,984 New
CA
421
Cetera Advisors
Colorado
$542K +$72.4K +308 +12%
JIP
422
Jaffetilchin Investment Partners
Florida
$535K -$359K -1,526 -34%
MAM
423
Myriad Asset Management
Hong Kong
$526K -$916K -3,894 -58%
BCM
424
Brookstone Capital Management
Illinois
$523K +$31.5K +134 +5%
PSUF
425
People's United Financial
Connecticut
$521K -$399K -1,695 -37%

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.