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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
BAM
626
Bellevue Asset Management
Washington
$49K +$1.18K +5 +2%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$10.6K -45 -15%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K -$9.64K -41 -14%
CA
629
Cornerstone Advisory
Maryland
$44K +$56.2K +239 New
TCOV
630
Trust Company of Vermont
Vermont
$43K +$54.8K +233 New
SFM
631
Signet Financial Management
New Jersey
$42K +$53.6K +228 New
BLC
632
Brown, Lisle/Cummings
Rhode Island
$41.4K +$52.9K +225 New
HDIM
633
Hanson & Doremus Investment Management
Vermont
$41K -$1.65K -7 -3%
KA
634
Kozak & Associates
Colorado
$41K
C
635
Covestor
United Kingdom
$41K +$52.4K +223 New
JWA
636
JFS Wealth Advisors
Pennsylvania
$40K +$2.12K +9 +4%
SIC
637
Salem Investment Counselors
North Carolina
$40K +$3.53K +15 +8%
AWA
638
Amplius Wealth Advisors
Pennsylvania
$40K +$51.7K +220 New
AA
639
Ancora Advisors
Ohio
$39K +$12K +51 +32%
HFM
640
Harvest Fund Management
China
$38K -$62.5K -266 -57%
TSWM
641
Tyler-Stone Wealth Management
Ohio
$38K +$48.2K +205 New
HNB
642
Huntington National Bank
Ohio
$37K -$23.5K -100 -33%
PMFA
643
Plante Moran Financial Advisors
Michigan
$37K
PP
644
PrairieView Partners
Minnesota
$37K
HCM
645
Highlander Capital Management
New Jersey
$37K +$23.5K +100 +100%
EWA
646
EverSource Wealth Advisors
Alabama
$36K +$45.9K +195 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
647
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35K -$5.88M -25,000 -99%
KFI
648
Key Financial Inc
Pennsylvania
$35K +$42.3K +180 +1,800%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$705 -3 -2%
GWMIA
650
Global Wealth Management Investment Advisory
Florida
$33K +$3.06K +13 +8%

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.