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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
EW
626
Evoke Wealth
California
$295K +$105K +328 +109%
WP
627
WMS Partners
Maryland
$295K +$201K +628 New
WA
628
Wealth Architects
California
$294K -$138K -430 -41%
SBSB
629
Sullivan, Bruyette, Speros & Blaney
Virginia
$294K -$16K -50 -7%
LW
630
Linscomb Wealth
Texas
$291K +$198K +619 New
ZIG
631
Zuckerman Investment Group
Illinois
$288K +$196K +613 New
RPC
632
Rossmore Private Capital
Connecticut
$287K +$195K +610 New
WSC
633
Wellington Shields & Co
New York
$287K +$195K +610 New
ACA
634
Affinity Capital Advisors
California
$285K +$194K +607 New
TCM
635
Traynor Capital Management
Pennsylvania
$284K +$178K +557 New
WJWM
636
Williams Jones Wealth Management
New York
$284K +$193K +605 New
GI
637
Gradient Investments
Minnesota
$283K +$55.6K +174 +41%
DR
638
Davis Rea
Ontario, Canada
$282K +$192K +600 New
GAG
639
GM Advisory Group
New York
$282K +$192K +600 New
LCP
640
Legacy Capital Partners
Wisconsin
$282K +$192K +600 New
FCM
641
Firestone Capital Management
Florida
$281K +$63.3K +198 +50%
AWA
642
Arkadios Wealth Advisors
Georgia
$281K
OIA
643
Optimum Investment Advisors
Illinois
$277K -$1.6K -5 -0.8%
CF
644
Centaurus Financial
California
$276K +$17.3K +54 +10%
PAA
645
Peregrine Asset Advisers
Oregon
$275K +$187K +584 New
BSW
646
Buckingham Strategic Wealth
Missouri
$275K +$187K +586 New
PPP
647
Private Portfolio Partners
New Jersey
$263K +$179K +560 New
SB
648
Strategic Blueprint
Georgia
$263K -$355K -1,111 -67%
HWA
649
HCR Wealth Advisors
California
$263K +$174K +545 New
PAG
650
Private Advisory Group
Washington
$263K +$179K +560 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.