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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
DAS
426
Dynamic Advisor Solutions
Arizona
$506K +$24.9K +106 +4%
FIA
427
Foundations Investment Advisors
Arizona
$499K +$303K +1,289 +79%
ACM
428
AlphaCrest Capital Management
New York
$494K -$333K -1,416 -35%
VI
429
Vestcor Inc
New Brunswick, Canada
$492K -$108K -459 -15%
LCS
430
Levin Capital Strategies
New York
$491K +$353K +1,500 +128%
PWM
431
Perigon Wealth Management
California
$485K +$4.47K +19 +0.7%
AAM
432
Advisors Asset Management
Colorado
$485K +$109K +463 +21%
CPIG
433
Chicago Partners Investment Group
Illinois
$475K -$190K -809 -19%
AAM
434
Azzad Asset Management
Virginia
$471K +$178K +758 +42%
SGA
435
Seaport Global Advisors
Massachusetts
$468K +$599K +2,547 New
Walleye Capital
436
Walleye Capital
New York
$458K +$585K +2,488 New
BMCM
437
Burns Matteson Capital Management
New York
$456K +$185K +787 +47%
BIAS
438
Beacon Investment Advisory Services
New Jersey
$451K +$52K +221 +10%
MYLI
439
Meiji Yasuda Life Insurance
Japan
$449K -$241K -1,027 -30%
SLG
440
Stanley-Laman Group
Pennsylvania
$448K -$4.75M -20,187 -89%
GTCM
441
Gyon Technologies Capital Management
New Jersey
$448K -$1.78M -7,590 -76%
BCI
442
Brinker Capital Investments
Pennsylvania
$448K -$40.2K -171 -7%
TMAM
443
Tokio Marine Asset Management
Japan
$445K -$189K -802 -25%
CPM
444
Connective Portfolio Management
New York
$431K +$552K +2,346 New
RHBC
445
R.H. Bluestein & Co
Michigan
$429K -$270K -1,150 -33%
PA
446
Prism Advisors
California
$426K +$544K +2,315 New
VFA
447
Valeo Financial Advisors
Indiana
$425K +$83.5K +355 +18%
DBG
448
De Burlo Group
Massachusetts
$423K -$70.5K -300 -12%
EFM
449
E Fund Management
China
$423K +$18.6K +79 +4%
Cerity Partners
450
Cerity Partners
New York
$422K +$45.4K +193 +9%

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.