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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
PP
451
Paloma Partners
Connecticut
$680K +$153K +455 +21%
YIH
452
Y-Intercept (HK)
Hong Kong
$673K -$363K -1,077 -29%
BCM
453
Breiter Capital Management
Florida
$673K
PA
454
Parallel Advisors
California
$661K -$358K -1,062 -30%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$661K +$47.9K +142 +6%
BCA
456
Bay Colony Advisors
Massachusetts
$660K +$239K +710 +39%
RA
457
Resolute Advisors
California
$654K
CSA
458
Cottage Street Advisors
Massachusetts
$643K -$67.4K -200 -8%
AWA
459
Alta Wealth Advisors
Massachusetts
$642K +$38.4K +114 +5%
AC
460
Allstate Corporation
Illinois
$630K -$88K -261 -10%
EPA
461
Element Pointe Advisors
Florida
$629K -$223K -661 -22%
CB
462
Commerce Bank
Missouri
$624K -$864K -2,563 -52%
LNC
463
Lincoln National Corp
Pennsylvania
$619K -$30K -89 -4%
AIL
464
AGF Investments LLC
Ontario, Canada
$619K -$13.8K -41 -2%
BCA
465
Biltmore Capital Advisors
New Jersey
$619K +$30K +89 +4%
MAFM
466
Mid Atlantic Financial Management
Pennsylvania
$613K -$5.73K -17 -0.7%
NIA
467
NIA Impact Advisors
California
$613K +$111K +330 +16%
CRWM
468
Castle Rock Wealth Management
California
$601K -$184K -547 -19%
RC
469
Rinet Company
Massachusetts
$591K +$762K +2,260 New
BIAS
470
Beacon Investment Advisory Services
New Jersey
$583K +$115K +342 +18%
EFM
471
E Fund Management
China
$580K +$748K +2,219 New
EWA
472
Exencial Wealth Advisors
Oklahoma
$575K +$407K +1,206 +121%
KA
473
Kercheville Advisors
Texas
$569K -$16.9K -50 -2%
BRWM
474
B. Riley Wealth Management
Tennessee
$569K -$8.09K -24 -1%
AAM
475
Advisors Asset Management
Colorado
$568K +$96.4K +286 +15%

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.