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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
SWA
501
Stratos Wealth Advisors
Ohio
$701K +$141K +423 +30%
C
502
Certuity
Florida
$695K -$292K -877 -33%
MMG
503
Monetary Management Group
Missouri
$692K -$8.33K -25 -1%
NFSG
504
Newbridge Financial Services Group
Florida
$689K -$33.3K -100 -5%
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$251K -755 -30%
HSA
506
HBK Sorce Advisory
Pennsylvania
$687K -$296K -890 -33%
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$675K -$58.3K -175 -9%
RPC
508
Rossmore Private Capital
Connecticut
$673K
MIC
509
Means Investment Company
Maine
$666K +$33.3K +100 +6%
CCP
510
Corient Capital Partners
California
$666K +$128K +384 +29%
BO
511
BRR OpCo
Ohio
$658K -$25K -75 -4%
JWCA
512
J.W. Cole Advisors
Florida
$650K +$12K +36 +2%
LOAMS
513
Lombard Odier Asset Management (Switzerland)
Switzerland
$645K +$275K +827 +99%
LMAM
514
Legg Mason Asset Management
Japan
$637K -$49K -147 -8%
UR
515
USCA RIA
Texas
$635K -$76.6K -230 -12%
Verition Fund Management
516
Verition Fund Management
Connecticut
$634K +$316K +950 +138%
VPIM
517
Vanguard Personalized Indexing Management
California
$620K +$29K +87 +6%
CI
518
Cigna Investments
Connecticut
$618K +$82.9K +249 +18%
WAS
519
WESPAC Advisors SoCal
California
$599K +$666 +2 +0.1%
AAM
520
Azzad Asset Management
Virginia
$599K +$42K +126 +9%
CG
521
Caprock Group
Idaho
$596K -$53.6K -161 -9%
GWM
522
Geneos Wealth Management
Colorado
$586K -$285K -857 -36%
CF
523
Centaurus Financial
California
$586K +$321K +965 +176%
BAAM
524
Baker Avenue Asset Management
California
$585K +$666 +2 +0.1%
MA
525
Montag & Associates
Georgia
$581K

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.