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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
FRA
576
Front Row Advisors
California
$138K
BEI
577
Benjamin Edwards Inc
Missouri
$138K +$144K +611 +443%
FHA
578
First Horizon Advisors
Tennessee
$137K +$83.7K +356 +90%
BFEC
579
Benjamin F. Edwards & Company
Missouri
$129K -$7.05K -30 -4%
New York State Teachers Retirement System (NYSTRS)
580
New York State Teachers Retirement System (NYSTRS)
New York
$129K +$165K +700 New
PAM
581
Paradigm Asset Management
New York
$129K -$23.5K -100 -13%
EDRH
582
Edmond de Rothschild Holding
Switzerland
$123K -$4K -17 -2%
SSB
583
Sandy Spring Bank
Maryland
$120K +$53.6K +228 +54%
HI
584
Harbour Investments
Wisconsin
$112K -$254K -1,082 -64%
SGAM
585
Smith Group Asset Management
Texas
$112K
CCM
586
Cribstone Capital Management
Maine
$110K
IPAM
587
ICICI Prudential Asset Management
India
$110K +$140K +597 New
UB
588
UMB Bank
Missouri
$110K +$142K +602 New
OIA
589
Optimum Investment Advisors
Illinois
$109K -$106K -450 -43%
MAM
590
McCarthy Asset Management
California
$109K
LFG
591
Larson Financial Group
Missouri
$108K +$107K +457 +352%
CWP
592
Concord Wealth Partners
Virginia
$107K +$104K +443 +314%
Bank Julius Baer & Co
593
Bank Julius Baer & Co
Switzerland
$105K -$1.07M -4,562 -89%
SWA
594
SOA Wealth Advisors
New York
$101K -$1.2M -5,110 -91%
AF
595
Advisornet Financial
Minnesota
$101K -$8K -34 -6%
MIFH
596
Migdal Insurance & Financial Holdings
Israel
$96K -$14.8K -63 -11%
HWM
597
HighMark Wealth Management
Minnesota
$96K
AIM
598
Anchor Investment Management
South Carolina
$92.1K +$118K +501 New
SC
599
Sawyer & Company
Massachusetts
$92K
WT
600
Whittier Trust
California
$92K +$41.6K +177 +54%

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.