We are live on ! Find out more

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
IWC
501
Integrated Wealth Concepts
Massachusetts
$291K +$41.6K +177 +13%
CI
502
Cigna Investments
Connecticut
$289K
BA
503
Bristlecone Advisors
Washington
$288K -$362K -1,540 -50%
BAM
504
Belpointe Asset Management
Nevada
$288K -$109K -463 -23%
Axa
505
Axa
France
$282K -$1.24M -5,271 -77%
MTIM
506
Marathon Trading Investment Management
Pennsylvania
$276K -$118K -500 -25%
MA
507
Montag & Associates
Georgia
$276K
CG
508
Caprock Group
Idaho
$273K -$38.6K -164 -10%
RBCM
509
Raub Brock Capital Management
California
$273K
EN1L
510
Engine No 1 LLC
California
$273K +$73.6K +313 +27%
BWA
511
Blodgett Wealth Advisors
California
$269K +$343K +1,460 New
LOAMS
512
Lombard Odier Asset Management (Switzerland)
Switzerland
$269K +$344K +1,461 New
CCP
513
Corient Capital Partners
California
$267K +$14.8K +63 +5%
HCM
514
Helios Capital Management
Singapore
$267K +$341K +1,450 New
BWP
515
Baldwin Wealth Partners
Massachusetts
$266K +$28.2K +120 +9%
PL
516
Pluribus Labs
California
$265K +$339K +1,443 New
OCM
517
One Capital Management
California
$263K +$337K +1,434 New
SFG
518
Sowa Financial Group
Rhode Island
$262K
GA
519
GraniteShares Advisors
New York
$260K +$333K +1,415 New
JIC
520
Joel Isaacson & Co
New York
$259K -$2.82K -12 -0.8%
1W
521
1776 Wealth
Georgia
$257K -$367K -1,560 -53%
FAM
522
Fulcrum Asset Management
United Kingdom
$255K
MWM
523
Meridian Wealth Management
Kentucky
$253K -$501K -2,130 -61%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$251K +$11.8K +50 +4%
QT
525
Quantamental Technologies
New York
$250K -$412K -1,751 -56%

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.