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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
WWM
551
Western Wealth Management
Colorado
$206K +$258K +1,098 New
VCWA
552
Vanguard Capital Wealth Advisors
Colorado
$204K +$47K +200 +22%
GWSG
553
GPS Wealth Strategies Group
Colorado
$202K -$16.9K -72 -6%
WFI
554
West Family Investments
California
$202K +$258K +1,098 New
MC
555
Moors & Cabot
Massachusetts
$201K +$14.8K +63 +6%
SWM
556
Selective Wealth Management
Virginia
$189K +$23.5K +100 +11%
CFA
557
Carroll Financial Associates
North Carolina
$179K -$2.12K -9 -0.9%
QC
558
Quent Capital
New York
$178K +$228K +969 New
CB
559
CNB Bank
Pennsylvania
$177K +$35.7K +152 +19%
GI
560
Gradient Investments
Minnesota
$175K -$18.1K -77 -7%
First Manhattan
561
First Manhattan
New York
$173K
IA
562
IFP Advisors
Florida
$171K +$57.4K +244 +35%
TWC
563
TD Waterhouse Canada
Ontario, Canada
$171K +$204K +869 New
CA
564
CoreCap Advisors
Michigan
$169K +$217K +921 New
PCM
565
Penserra Capital Management
California
$168K +$46.6K +198 +28%
MCM
566
Manchester Capital Management
Vermont
$158K
FQ
567
First Quadrant
California
$155K -$224K -952 -53%
SMFG
568
Sumitomo Mitsui Financial Group
Japan
$151K -$136K -580 -41%
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$150K -$25.9K -110 -12%
HPC
570
HM Payson & Co
Maine
$148K +$16.2K +69 +9%
SIAP
571
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$147K
ACM
572
Aquatic Capital Management
Illinois
$147K +$188K +800 New
CFGS
573
Concourse Financial Group Securities
Alabama
$145K +$15.3K +65 +9%
Federated Hermes
574
Federated Hermes
Pennsylvania
$145K +$20.5K +87 +12%
NICM
575
Neo Ivy Capital Management
New York
$144K +$184K +781 New

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.