We are live on ! Find out more

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
CTC
601
Central Trust Company
Missouri
$83K
CT
602
Cambridge Trust
Massachusetts
$78K +$99.5K +423 New
Bessemer Group
603
Bessemer Group
New Jersey
$77K -$182K -776 -65%
AF
604
Allworth Financial
California
$76K +$24K +102 +33%
RE
605
RBC Europe
United Kingdom
$69K -$41.6K -177 -28%
KLWA
606
Kelly Lawrence W & Associates
California
$69K
KCM
607
KRS Capital Management
Michigan
$66K +$84.7K +360 New
S
608
Seeyond
France
$65K
PCH
609
Polar Capital Holdings
United Kingdom
$63.4K +$70M +297,887 +638%
TWA
610
TCI Wealth Advisors
Arizona
$62K +$7.05K +30 +10%
CAL
611
Capital Analysts LLC
Pennsylvania
$61K -$24K -102 -24%
QCG
612
Quadrant Capital Group
Ohio
$58K -$60.2K -256 -45%
MSFP
613
Mark Sheptoff Financial Planning
Connecticut
$57K
CFD
614
Creative Financial Designs
Indiana
$56K
WWMSC
615
Wagner Wealth Management (South Carolina)
South Carolina
$55K -$7.05K -30 -9%
TLCM
616
Twin Lakes Capital Management
California
$55K
CWM
617
CarsonAllaria Wealth Management
Illinois
$55K +$69.8K +297 New
SIS
618
Sound Income Strategies
Florida
$54K
KTC
619
Kistler-Tiffany Companies
Pennsylvania
$52K
HR
620
Howe & Rusling
New York
$52K +$23.5K +100 +55%
TFS
621
TrustCore Financial Services
Tennessee
$51K -$16K -68 -20%
KC
622
Knuff & Co
California
$51K
TFA
623
Toth Financial Advisory
Virginia
$51K
CHA
624
Carmichael Hill & Associates
Maryland
$49K
NSIM
625
North Star Investment Management
Illinois
$49K

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.