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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
JCM
626
Jag Capital Management
Missouri
$320K +$333 +1 +0.1%
BAM
627
Blueshift Asset Management
New Jersey
$319K -$2.47M -7,422 -90%
AIM
628
Axiom Investment Management
New York
$317K +$273K +820 New
GT
629
Greenleaf Trust
Michigan
$313K -$506K -1,519 -65%
CCA
630
Cadent Capital Advisors
Oklahoma
$313K -$31.6K -95 -10%
LC
631
Lavaca Capital
Texas
$313K -$17.3K -52 -6%
HPC
632
HM Payson & Co
Maine
$312K -$137K -411 -34%
PCIA
633
Prime Capital Investment Advisors
Kansas
$312K +$79.3K +238 +42%
BFC
634
Blue Fin Capital
Rhode Island
$311K -$8.33K -25 -3%
SIAP
635
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310K
ACM
636
AlphaCrest Capital Management
New York
$310K +$266K +800 New
KCM
637
Karp Capital Management
California
$310K +$266K +800 New
PAM
638
Paradigm Asset Management
New York
$310K
SA
639
Strategic Advisors
New York
$305K -$17K -51 -6%
NFC
640
Northeast Financial Consultants
Connecticut
$302K -$96.6K -290 -27%
SAF
641
Smith Anglin Financial
Texas
$300K
CW
642
CreativeOne Wealth
Kansas
$299K -$44.6K -134 -15%
BWM
643
BNC Wealth Management
Oregon
$296K +$255K +765 New
FTDI
644
First Trust Direct Indexing
Massachusetts
$296K +$255K +765 New
PPP
645
Private Portfolio Partners
New Jersey
$289K +$5.33K +16 +2%
DI
646
Diligent Investors
California
$289K +$666 +2 +0.3%
DACG
647
Donor Advised Charitable Giving
California
$287K
BCA
648
Berman Capital Advisors
Georgia
$284K +$177K +530 +259%
BFM
649
Boothbay Fund Management
New York
$284K +$245K +735 New
BBP
650
Banco BTG Pactual
Brazil
$281K +$242K +726 New

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.