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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
AWM
451
Avondale Wealth Management
Texas
$421K -$297K -1,265 -36%
AAS
452
Avantax Advisory Services
Texas
$416K -$154K -657 -23%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$411K -$70.1K -298 -12%
PA
454
Parallel Advisors
California
$411K -$69.4K -295 -12%
KWM
455
Kingsview Wealth Management
Oregon
$410K +$70.1K +298 +15%
BCA
456
Biltmore Capital Advisors
New Jersey
$407K -$36.2K -154 -7%
EMG
457
ETF Managers Group
New Jersey
$404K +$20.2K +86 +4%
BJL
458
Brighton Jones LLC
Washington
$404K +$127K +542 +33%
CB
459
Commerce Bank
Missouri
$399K -$50.3K -214 -9%
CMI
460
Clare Market Investments
Texas
$396K -$294K -1,250 -37%
AG
461
Algert Global
California
$395K +$505K +2,146 New
PWPS
462
Pinnacle Wealth Planning Services
Ohio
$393K +$503K +2,139 New
IFG
463
Independent Financial Group
California
$391K -$594K -2,527 -54%
C
464
Certuity
Florida
$379K +$69.4K +295 +17%
CAPTRUST Financial Advisors
465
CAPTRUST Financial Advisors
North Carolina
$378K -$194K -823 -29%
NB
466
Norinchukin Bank
Japan
$370K -$290K -1,235 -38%
SAM
467
Seelaus Asset Management
New Jersey
$367K +$469K +1,995 New
DT
468
Diversified Trust
Tennessee
$364K +$80.2K +341 +21%
LC
469
Lindbrook Capital
California
$362K -$4.23K -18 -0.9%
YWP
470
YorkBridge Wealth Partners
New York
$356K -$470 -2 -0.1%
GAM
471
Griffin Asset Management
New York
$355K +$102K +435 +29%
BRWM
472
B. Riley Wealth Management
Tennessee
$353K -$60K -255 -12%
FFA
473
First Foundation Advisors
California
$353K -$1.88K -8 -0.4%
SWA
474
Stratos Wealth Advisors
Ohio
$350K +$25.4K +108 +6%
GC
475
GFG Capital
Florida
$350K +$117K +499 +36%

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.