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
Fisher Asset Management
601
Fisher Asset Management
Washington
$340K +$231K +723 New
TFS
602
TrustCore Financial Services
Tennessee
$339K +$16K +50 +7%
CWM
603
Cornerstone Wealth Management
Missouri
$336K -$26.2K -82 -10%
HS
604
Haafor (Singapore)
Singapore
$335K +$227K +711 New
IWC
605
Integrated Wealth Concepts
Massachusetts
$330K -$74.5K -233 -25%
FMLI
606
Fukoku Mutual Life Insurance
Japan
$329K -$288K -900 -56%
SIC
607
Samalin Investment Counsel
New York
$328K -$222K -694 -50%
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$325K +$221K +692 New
IIA
609
IPG Investment Advisors
California
$321K +$218K +683 New
RWA
610
Redhawk Wealth Advisors
Minnesota
$320K +$217K +680 New
Walleye Capital
611
Walleye Capital
New York
$319K -$242K -758 -53%
EH
612
Equitable Holdings
New York
$318K +$216K +677 New
PFA
613
Professional Financial Advisors
Nebraska
$316K +$219K +685 New
GWSG
614
GPS Wealth Strategies Group
Colorado
$314K +$213K +667 New
VHAM
615
Van Hulzen Asset Management
California
$311K -$83.8K -262 -28%
APW
616
Aurora Private Wealth
New Jersey
$308K +$209K +655 New
RCM
617
RB Capital Management
Nevada
$307K -$87.3K -273 -30%
ACI
618
Alpha Cubed Investments
California
$307K +$209K +653 New
GP
619
Girard Partners
Pennsylvania
$307K +$209K +655 New
HCM
620
Hodges Capital Management
Texas
$306K -$185K -579 -47%
VAG
621
VisionPoint Advisory Group
Texas
$304K +$207K +646 New
MGIM
622
M&G Investment Management
United Kingdom
$301K +$205K +640 New
SVWAG
623
Sound View Wealth Advisors Group
Georgia
$301K +$205K +640 New
AP
624
Appleton Partners
Massachusetts
$300K +$204K +639 New
Financial Engines Advisors
625
Financial Engines Advisors
California
$297K +$202K +631 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.