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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
GWSG
576
GPS Wealth Strategies Group
Colorado
$421K +$29.6K +89 +9%
BDF
577
Balasa Dinverno & Foltz
$419K -$223K -670 -38%
MMA
578
Miracle Mile Advisors
California
$419K
WMP
579
Wealth Management Partners
Arizona
$417K -$155K -464 -30%
GI
580
Gradient Investments
Minnesota
$417K
CAN
581
Claraphi Advisory Network
United States
$407K -$143K -428 -29%
PGWM
582
Parisi Gray Wealth Management
New Jersey
$404K +$4.66K +14 +1%
OIA
583
Optimum Investment Advisors
Illinois
$403K -$66.6K -200 -16%
WFI
584
West Family Investments
California
$399K +$343K +1,031 New
ECM
585
Evergreen Capital Management
Washington
$397K +$102K +307 +43%
MC
586
Moors & Cabot
Massachusetts
$395K +$26K +78 +8%
JCM
587
Jacobi Capital Management
Pennsylvania
$393K
CFS
588
CRA Financial Services
New Jersey
$392K +$45K +135 +15%
HFAS
589
Hummer Financial Advisory Services
Illinois
$391K
FGAM
590
Financial Gravity Asset Management
Texas
$387K +$4.66K +14 New
EWA
591
Exencial Wealth Advisors
Oklahoma
$384K
RPWA
592
Regent Peak Wealth Advisors
Georgia
$381K +$5K +15 +2%
RG
593
Rathbones Group
United Kingdom
$380K -$73.6K -221 -18%
BPA
594
Beacon Pointe Advisors
California
$378K +$95.6K +287 +42%
FNBT
595
FineMark National Bank & Trust
Florida
$376K +$3K +9 +0.9%
NAM
596
NorthCoast Asset Management
Connecticut
$374K -$11K -33 -3%
WWM
597
Western Wealth Management
Colorado
$370K -$58.9K -177 -16%
CM
598
Capula Management
Cayman Islands
$369K +$317K +953 New
BAMF
599
BI Asset Management Fondsmaeglerselskab
Denmark
$367K -$667K -2,002 -68%
LFAS
600
Level Four Advisory Services
Texas
$367K -$150K -451 -32%

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.