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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
SEIA
626
Signature Estate & Investment Advisors
California
$230K -$2.7K -8 -0.9%
CP
627
Capital Planning
Washington
$230K
CRC
628
Curi RMB Capital
Illinois
$230K
CAAS
629
Capital Asset Advisory Services
Michigan
$227K +$55.3K +164 +23%
MCM
630
Manchester Capital Management
Vermont
$225K +$6.74K +20 +2%
SWMP
631
Signature Wealth Management Partners
New Jersey
$220K
MBT
632
Montecito Bank & Trust
California
$218K
TFS
633
Thoroughbred Financial Services
Tennessee
$217K +$61.7K +183 +28%
WCMNY
634
Westchester Capital Management (New York)
New York
$216K +$279K +828 New
PPP
635
Private Portfolio Partners
New Jersey
$215K +$25.6K +76 +10%
QC
636
QCM Cayman
Texas
$215K +$39.1K +116 +16%
SCA
637
STALEY CAPITAL ADVISERS
Pennsylvania
$214K -$33.7K -100 -11%
SW
638
SVB Wealth
Massachusetts
$212K -$41.5K -123 -13%
LC
639
Lavaca Capital
Texas
$212K
CB
640
CNB Bank
Pennsylvania
$212K +$58.7K +174 +27%
LWAC
641
Laurel Wealth Advisors (California)
California
$210K -$160K -476 -37%
PAM
642
Paradigm Asset Management
New York
$209K
SIAP
643
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K
BDF
644
Balasa Dinverno & Foltz
$205K -$101K -299 -28%
GT
645
Greenleaf Trust
Michigan
$205K -$8.09K -24 -3%
BFC
646
Blue Fin Capital
Rhode Island
$204K -$8.43K -25 -3%
NFC
647
Northeast Financial Consultants
Connecticut
$204K
HIC
648
Holderness Investments Company
North Carolina
$204K +$264K +782 New
FRA
649
Front Row Advisors
California
$197K +$84.3K +250 +50%
FPA
650
First Pacific Advisors
California
$195K +$72.5K +215 +41%

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.