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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
CCM
451
Covington Capital Management
California
$950K -$1.26M -3,770 -61%
LNC
452
Lincoln National Corp
Pennsylvania
$950K +$360K +1,081 +79%
CA
453
Cetera Advisors
Colorado
$947K -$208K -625 -20%
PFO
454
Pathstone Family Office
New Jersey
$946K +$143K +429 +21%
DAS
455
Dynamic Advisor Solutions
Arizona
$938K +$55.6K +167 +7%
AIL
456
AGF Investments LLC
Ontario, Canada
$932K +$117K +350 +17%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$924K -$46.3K -139 -6%
DSAM
458
Dock Street Asset Management
Florida
$921K
MAFM
459
Mid Atlantic Financial Management
Pennsylvania
$914K +$162K +485 +26%
SP
460
Symmetry Partners
Connecticut
$908K -$437K -1,311 -36%
S
461
SignatureFD
Georgia
$907K -$610K -1,833 -44%
AWA
462
Alta Wealth Advisors
Massachusetts
$906K -$25K -75 -3%
BCA
463
Biltmore Capital Advisors
New Jersey
$882K +$1.67K +5 +0.2%
KA
464
Kercheville Advisors
Texas
$861K -$30K -90 -4%
GIA
465
Gladstone Institutional Advisory
Florida
$857K -$369K -1,109 -33%
EI
466
Ethic Inc
New York
$854K +$352K +1,058 +92%
BRWM
467
B. Riley Wealth Management
Tennessee
$851K -$1.6M -4,801 -69%
BAM
468
Belpointe Asset Management
Nevada
$847K -$131K -394 -15%
EAM
469
Eagle Asset Management
Florida
$843K +$26.3K +79 +4%
GAM
470
Gotham Asset Management
New York
$839K -$4M -12,009 -85%
PP
471
Paloma Partners
Connecticut
$831K -$125K -376 -15%
FAM
472
Fred Alger Management
New York
$814K +$695K +2,087 +13,044%
RA
473
Rational Advisors
New York
$811K -$102K -305 -13%
AC
474
Apogem Capital
New York
$799K +$83.6K +251 +14%
NIP
475
Nicholas Investment Partners
California
$789K -$325K -975 -32%

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.