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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
EIM
551
Essex Investment Management
Massachusetts
$489K -$16.7K -50 -4%
TSS
552
Two Sigma Securities
New York
$488K -$358K -1,076 -46%
SAS
553
Sanford Advisory Services
Michigan
$488K
WF
554
Welch & Forbes
Massachusetts
$486K +$8.33K +25 +2%
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$483K -$22.6K -68 -5%
CFA
556
Carroll Financial Associates
North Carolina
$483K +$91.6K +275 +28%
KA
557
Kovack Advisors
Florida
$481K -$65.3K -196 -14%
TC
558
Truvestments Capital
Florida
$481K -$9.66K -29 -2%
SS
559
Simplicity Solutions
Minnesota
$481K +$61.3K +184 +17%
TF
560
TLWM Financial
Texas
$479K +$7.33K +22 +2%
NA
561
NewEdge Advisors
Louisiana
$478K +$37.3K +112 +10%
SFG
562
Sowa Financial Group
Rhode Island
$475K
FAM
563
Fulcrum Asset Management
United Kingdom
$470K
SCA
564
Spearhead Capital Advisors
Florida
$466K +$57.9K +174 +17%
MWM
565
Mission Wealth Management
California
$460K -$16.3K -49 -4%
IWC
566
Integrated Wealth Concepts
Massachusetts
$460K +$136K +408 +52%
GC
567
GFG Capital
Florida
$458K +$666 +2 +0.2%
OIM
568
Oder Investment Management
California
$456K
LCS
569
Levin Capital Strategies
New York
$452K
PA
570
PFG Advisors
Arizona
$447K +$9.99K +30 +3%
PA
571
Paragon Advisors
Texas
$442K -$1.33K -4 -0.3%
JSL
572
JT Stratford LLC
Georgia
$438K +$13K +39 +4%
VFM
573
Vivid Financial Management
California
$437K -$27.6K -83 -7%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$432K +$167K +500 +81%
CLOS
575
Compagnie Lombard Odier SCmA
Switzerland
$425K +$167K +500 +83%

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.