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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
FGAM
601
Financial Gravity Asset Management
Texas
$262K
KCM
602
Karp Capital Management
California
$262K +$67.4K +200 +25%
CCC
603
Chelsea Counsel Company
California
$262K +$135K +400 +67%
BPA
604
Beacon Pointe Advisors
California
$258K +$4.05K +12 +1%
FAM
605
Fulcrum Asset Management
United Kingdom
$255K
CFA
606
Carroll Financial Associates
North Carolina
$252K -$96.4K -286 -23%
RPWA
607
Regent Peak Wealth Advisors
Georgia
$250K -$17.5K -52 -5%
NAM
608
NorthCoast Asset Management
Connecticut
$249K -$4.05K -12 -1%
RG
609
Rathbones Group
United Kingdom
$247K -$11.8K -35 -4%
KPW
610
Kore Private Wealth
New York
$247K -$1.01K -3 -0.3%
GVAG
611
Great Valley Advisor Group
Delaware
$247K +$34.7K +103 +12%
AWA
612
Arkadios Wealth Advisors
Georgia
$246K -$160K -475 -33%
First Manhattan
613
First Manhattan
New York
$246K +$2.36K +7 +0.7%
STA
614
Summit Trail Advisors
New York
$245K +$133K +394 +73%
FNBT
615
FineMark National Bank & Trust
Florida
$244K -$13.5K -40 -4%
ISL
616
Ingalls & Snyder LLC
New York
$243K -$674 -2 -0.2%
PWLP
617
Prio Wealth Limited Partnership
Massachusetts
$243K
SWM
618
Selective Wealth Management
Virginia
$242K +$202K +600 +185%
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$241K +$1.69K +5 +0.5%
SDWIA
620
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$240K +$1.69K +5 +0.5%
EGM
621
Engineers Gate Manager
New York
$238K +$306K +909 New
FCM
622
Firestone Capital Management
Florida
$237K
DZ Bank
623
DZ Bank
Germany
$235K
SCA
624
Sassicaia Capital Advisers
New York
$235K +$303K +900 New
KP
625
Keel Point
Alabama
$232K +$8.77K +26 +3%

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.