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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
GKWIM
476
Gerber Kawasaki Wealth & Investment Management
California
$349K -$733K -3,119 -62%
IF
477
Insight Folios
North Carolina
$348K +$209K +889 +89%
UCFA
478
United Capital Financial Advisors
Texas
$343K -$19K -81 -4%
VPIM
479
Vanguard Personalized Indexing Management
California
$343K +$58.5K +249 +15%
BAMF
480
BI Asset Management Fondsmaeglerselskab
Denmark
$335K
BCA
481
Bay Colony Advisors
Massachusetts
$334K -$166K -706 -28%
CLOS
482
Compagnie Lombard Odier SCmA
Switzerland
$334K +$65.8K +280 +18%
MPM
483
MBB Public Markets
Illinois
$332K +$425K +1,807 New
RC
484
RegentAtlantic Capital
New Jersey
$331K -$1.79M -7,605 -81%
LS
485
Livforsakringsbolaget Skandia
Sweden
$331K -$1.03M -4,400 -71%
MGIA
486
Moneta Group Investment Advisors
Missouri
$329K -$28.9K -123 -6%
HSA
487
HBK Sorce Advisory
Pennsylvania
$328K +$12.2K +52 +3%
AAS
488
Ameritas Advisory Services
Nebraska
$327K +$418K +1,777 New
NFG
489
Next Financial Group
Texas
$326K +$11.3K +48 +3%
KPWS
490
Kestra Private Wealth Services
Texas
$326K +$28.5K +121 +7%
KM
491
Kalos Management
Georgia
$325K +$16.5K +70 +6%
HFP
492
Holistic Financial Partners
Indiana
$324K -$16.9K -72 -4%
PA
493
Pinnacle Associates
New York
$321K +$410K +1,745 New
NIA
494
NIA Impact Advisors
California
$317K -$39.7K -169 -7%
OQS
495
Occudo Quantitative Strategies
Florida
$312K +$399K +1,695 New
LMAM
496
Legg Mason Asset Management
Japan
$305K -$19.3K -82 -5%
PCA
497
Personal Capital Advisors
California
$296K +$84.2K +358 +27%
S
498
SignatureFD
Georgia
$294K -$84.9K -361 -18%
MIM
499
Moseley Investment Management
Florida
$294K -$8.94K -38 -2%
MS
500
Maven Securities
Jersey
$294K +$376K +1,601 New

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.