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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
KPW
601
Kore Private Wealth
New York
$367K -$333 -1 -0.1%
BJL
602
Brighton Jones LLC
Washington
$365K -$83.3K -250 -21%
First Manhattan
603
First Manhattan
New York
$361K
ISL
604
Ingalls & Snyder LLC
New York
$361K
SW
605
SVB Wealth
Massachusetts
$361K +$82.9K +249 +36%
PWLP
606
Prio Wealth Limited Partnership
Massachusetts
$360K
SCA
607
STALEY CAPITAL ADVISERS
Pennsylvania
$356K
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$355K -$154K -461 -33%
SDWIA
609
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$354K +$8.66K +26 +3%
VCWA
610
Vanguard Capital Wealth Advisors
Colorado
$352K
KM
611
Kalos Management
Georgia
$351K +$999 +3 +0.3%
MGIA
612
Moneta Group Investment Advisors
Missouri
$350K +$6.66K +20 +2%
DZ Bank
613
DZ Bank
Germany
$348K
IAN
614
Integrated Advisors Network
Texas
$348K -$23.3K -70 -7%
FCH
615
Freestone Capital Holdings
Washington
$347K +$298K +896 New
SEIA
616
Signature Estate & Investment Advisors
California
$344K +$8.99K +27 +3%
CP
617
Capital Planning
Washington
$341K
CRC
618
Curi RMB Capital
Illinois
$340K
HFM
619
Harvest Fund Management
China
$334K -$145K -435 -33%
KP
620
Keel Point
Alabama
$333K -$25.6K -77 -8%
TCM
621
Tuttle Capital Management
Connecticut
$333K +$21.3K +64 +8%
AWM
622
Avior Wealth Management
Nebraska
$328K -$31.6K -95 -10%
MCM
623
Manchester Capital Management
Vermont
$325K
SWMP
624
Signature Wealth Management Partners
New Jersey
$325K
MBT
625
Montecito Bank & Trust
California
$323K

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.