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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
CCP
551
Corient Capital Partners
California
$363K -$112K -333 -19%
SMFG
552
Sumitomo Mitsui Financial Group
Japan
$363K +$476K +1,412 New
NA
553
NewEdge Advisors
Louisiana
$360K +$46.9K +139 +11%
TWM
554
Titus Wealth Management
California
$359K +$232K +688 +100%
USCWA
555
U.S. Capital Wealth Advisors
Texas
$350K +$452K +1,340 New
BBP
556
Banco BTG Pactual
Brazil
$349K +$206K +610 +84%
BWP
557
Baldwin Wealth Partners
Massachusetts
$347K
ESCM
558
Echo Street Capital Management
New York
$346K +$446K +1,324 New
TF
559
TLWM Financial
Texas
$344K +$17.9K +53 +4%
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$344K +$22.3K +66 +5%
PCA
561
Personal Capital Advisors
California
$342K +$4.38K +13 +1%
TC
562
Truvestments Capital
Florida
$339K +$17.9K +53 +4%
WF
563
Welch & Forbes
Massachusetts
$337K +$10.8K +32 +3%
CGH
564
Crossmark Global Holdings
Texas
$332K -$16.9K -50 -4%
SAS
565
Sanford Advisory Services
Michigan
$329K
JSL
566
JT Stratford LLC
Georgia
$322K +$33.4K +99 +9%
KAS
567
Kemnay Advisory Services
New York
$320K +$413K +1,225 New
Bessemer Group
568
Bessemer Group
New Jersey
$313K -$46.5M -137,881 -99%
EWM
569
Echo Wealth Management
Minnesota
$313K -$13.5K -40 -3%
SCA
570
Spearhead Capital Advisors
Florida
$313K -$2.36K -7 -0.6%
MWM
571
Mission Wealth Management
California
$312K +$2.02K +6 +0.5%
FMLI
572
Fukoku Mutual Life Insurance
Japan
$311K -$442K -1,310 -52%
FCH
573
Freestone Capital Holdings
Washington
$310K +$97.1K +288 +32%
OIM
574
Oder Investment Management
California
$308K
KM
575
Kalos Management
Georgia
$307K +$86K +255 +28%

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.