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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
QP
476
Quilter Plc
United Kingdom
$784K -$821K -2,464 -55%
NIA
477
NIA Impact Advisors
California
$780K +$2.33K +7 +0.3%
LC
478
Lindbrook Capital
California
$780K +$72.9K +219 +12%
SW
479
SteelPeak Wealth
California
$775K +$108K +324 +19%
KPWS
480
Kestra Private Wealth Services
Texas
$774K -$275K -827 -29%
PAS
481
Park Avenue Securities
New York
$774K +$113K +338 +20%
NFG
482
Next Financial Group
Texas
$767K -$85.9K -258 -12%
Cerity Partners
483
Cerity Partners
New York
$763K +$124K +373 +23%
YWP
484
YorkBridge Wealth Partners
New York
$749K +$1.33K +4 +0.2%
MSA
485
Marino Stram & Associates
Massachusetts
$749K +$645K +1,936 New
OA
486
Oxbow Advisors
Texas
$747K -$56.3K -169 -8%
FFA
487
First Foundation Advisors
California
$744K +$15.3K +46 +2%
EMG
488
ETF Managers Group
New Jersey
$735K -$1.08M -3,236 -63%
BAIA
489
Bel Air Investment Advisors
California
$733K +$274K +824 +77%
BIAS
490
Beacon Investment Advisory Services
New Jersey
$730K +$210K +630 +50%
AAM
491
Advisors Asset Management
Colorado
$730K +$217K +653 +53%
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$726K +$89.9K +270 +17%
Brown Advisory
493
Brown Advisory
Maryland
$722K +$76.6K +230 +14%
VFA
494
Valeo Financial Advisors
Indiana
$721K -$11.7K -35 -2%
CI
495
Cavalier Investments
Georgia
$720K
HFP
496
Holistic Financial Partners
Indiana
$709K -$1.33K -4 -0.2%
XT
497
XTX Topco
Cayman Islands
$709K +$610K +1,832 New
OPW
498
Oxler Private Wealth
New York
$706K +$99.9K +300 +20%
HI
499
Harbour Investments
Wisconsin
$703K -$122K -367 -17%
BCA
500
Bay Colony Advisors
Massachusetts
$701K +$12.7K +38 +2%

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.