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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
LCS
576
Levin Capital Strategies
New York
$306K
GWSG
577
GPS Wealth Strategies Group
Colorado
$306K +$28.3K +84 +8%
EN1L
578
Engine No 1 LLC
California
$306K +$167K +496 +74%
MS
579
Mizuho Securities
Japan
$302K -$2.1M -6,232 -84%
PA
580
Paragon Advisors
Texas
$299K
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$297K +$5.73K +17 +2%
KA
582
Kovack Advisors
Florida
$295K -$38.8K -115 -9%
DFCM
583
Dark Forest Capital Management
Puerto Rico
$292K +$165K +490 +78%
DI
584
Diligent Investors
California
$289K
SA
585
Strategic Advisors
New York
$284K +$101K +300 +38%
MMA
586
Miracle Mile Advisors
California
$283K
SC
587
Scotia Capital
Ontario, Canada
$283K +$148K +440 +69%
CFS
588
CRA Financial Services
New Jersey
$280K +$20.2K +60 +6%
SF
589
Synovus Financial
Georgia
$275K -$114K -337 -24%
PGWM
590
Parisi Gray Wealth Management
New Jersey
$273K -$8.09K -24 -2%
RBCM
591
Raub Brock Capital Management
California
$273K +$118K +350 +50%
OIA
592
Optimum Investment Advisors
Illinois
$272K
Brown Advisory
593
Brown Advisory
Maryland
$271K -$279K -828 -44%
GI
594
Gradient Investments
Minnesota
$269K -$16.9K -50 -5%
MC
595
Moors & Cabot
Massachusetts
$269K +$3.37K +10 +1%
JCM
596
Jacobi Capital Management
Pennsylvania
$265K
IAN
597
Integrated Advisors Network
Texas
$265K +$38.8K +115 +13%
HFAS
598
Hummer Financial Advisory Services
Illinois
$264K
ECM
599
Evergreen Capital Management
Washington
$263K -$6.74K -20 -2%
IF
600
Insight Folios
North Carolina
$263K +$339K +1,004 New

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.