We are live on ! Find out more

886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$415K +$2.56K +8 +0.9%
1W
577
1776 Wealth
Georgia
$412K -$35.2K -110 -11%
PA
578
PFG Advisors
Arizona
$412K -$30.1K -94 -10%
HH
579
Hilltop Holdings
Texas
$408K +$278K +868 New
GC
580
GFG Capital
Florida
$407K -$33.3K -104 -11%
PA
581
Pinnacle Associates
New York
$407K +$277K +865 New
WAP
582
Wealthcare Advisory Partners
Pennsylvania
$407K +$277K +865 New
MBT
583
Montecito Bank & Trust
California
$393K
AC
584
Abbrea Capital
California
$388K -$280K -876 -51%
SFA
585
Sequoia Financial Advisors
Ohio
$383K +$260K +814 New
LC
586
Lavaca Capital
Texas
$381K +$259K +810 New
PCM
587
Pentwater Capital Management
Florida
$376K +$256K +800 New
AAM
588
Azzad Asset Management
Virginia
$366K +$249K +778 New
AG
589
AlphaSimPlex Group
Massachusetts
$362K +$246K +770 New
SW
590
SteelPeak Wealth
California
$362K +$246K +770 New
BFM
591
Boothbay Fund Management
New York
$358K -$179K -560 -42%
BFWA
592
Benchmark Financial Wealth Advisors
Florida
$357K +$243K +759 New
BPA
593
Beacon Pointe Advisors
California
$352K -$257K -803 -52%
BOPW
594
Brandywine Oak Private Wealth
Pennsylvania
$352K +$240K +750 New
KM
595
Kalos Management
Georgia
$351K
DACG
596
Donor Advised Charitable Giving
California
$348K +$237K +741 New
BCM
597
Brookstone Capital Management
Illinois
$347K +$236K +739 New
SWM
598
SeaCrest Wealth Management
New York
$347K +$236K +739 New
BFC
599
Blue Fin Capital
Rhode Island
$346K -$73.9K -231 -24%
OR
600
Olympiad Research
Connecticut
$341K +$232K +726 New

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.