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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
HFP
501
Holistic Financial Partners
Indiana
$479K
BAMF
502
BI Asset Management Fondsmaeglerselskab
Denmark
$476K +$294K +871 +92%
AIC
503
Ameritas Investment Company
Nebraska
$473K +$468K +1,388 +329%
AAM
504
Azzad Asset Management
Virginia
$472K +$87K +258 +17%
WAP
505
Wealthcare Advisory Partners
Pennsylvania
$471K -$24.9K -74 -4%
SWA
506
Stratos Wealth Advisors
Ohio
$470K -$4.72K -14 -0.8%
FQ
507
First Quadrant
California
$469K +$605K +1,793 New
MMG
508
Monetary Management Group
Missouri
$468K
SLAM
509
Swiss Life Asset Management
$466K -$4.11M -12,193 -87%
NFG
510
Nations Financial Group
Iowa
$464K -$1.73M -5,117 -74%
C
511
Certuity
Florida
$462K -$9.44K -28 -2%
BO
512
BRR OpCo
Ohio
$455K +$13.5K +40 +2%
LMAM
513
Legg Mason Asset Management
Japan
$454K +$31K +92 +6%
HSA
514
HBK Sorce Advisory
Pennsylvania
$452K -$15.5K -46 -3%
NFG
515
Next Financial Group
Texas
$450K -$87.7K -260 -13%
SS
516
Simplicity Solutions
Minnesota
$445K +$155K +460 +37%
BMCM
517
Burns Matteson Capital Management
New York
$442K +$570K +1,692 New
HI
518
Harbour Investments
Wisconsin
$442K -$42.1K -125 -7%
MIM
519
Moseley Investment Management
Florida
$438K +$83.6K +248 +18%
WP
520
WealthShield Partners
North Carolina
$435K +$436K +1,292 +346%
BJL
521
Brighton Jones LLC
Washington
$433K +$240K +712 +76%
GIA
522
Gladstone Institutional Advisory
Florida
$432K -$190K -563 -25%
KPWS
523
Kestra Private Wealth Services
Texas
$432K -$117K -348 -17%
CG
524
Caprock Group
Idaho
$431K +$36.1K +107 +7%
DT
525
Diversified Trust
Tennessee
$429K +$105K +311 +23%

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.