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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: 22 → 27 (+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: 930 → 943 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.77B
2
Tiger Global Management
Tiger Global Management
New York
+$610M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$444M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$414M
5
State Street
State Street
Massachusetts
+$252M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$316M
2
BlackRock
BlackRock
New York
-$266M
3
Jennison Associates
Jennison Associates
New York
-$233M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
5
SG Americas Securities
SG Americas Securities
New York
-$156M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
651
Federated Hermes
Pennsylvania
$278K -$1.01M -3,021 -81%
PA
652
Pinnacle Associates
New York
$277K -$167K -500 -41%
GVAG
653
Great Valley Advisor Group
Delaware
$276K -$31K -93 -10%
WWM
654
WT Wealth Management
Arizona
$274K -$841K -2,525 -78%
QC
655
QCM Cayman
Texas
$273K +$235K +705 New
CAAS
656
Capital Asset Advisory Services
Michigan
$272K -$3.33K -10 -1%
BFWA
657
Benchmark Financial Wealth Advisors
Florida
$272K – – –
QCG
658
Quadrant Capital Group
Ohio
$272K +$34.3K +103 +17%
WSCM
659
Wellington Shields Capital Management
New York
$271K – – –
YMRC
660
Yorktown Management & Research Company
Virginia
$271K +$233K +700 New
RBCM
661
Raub Brock Capital Management
California
$269K – – –
PA
662
Prism Advisors
California
$268K – – –
TWM
663
Titus Wealth Management
California
$265K +$228K +685 New
CCM
664
Coldstream Capital Management
Washington
$264K -$1.33K -4 -0.6%
AFP
665
Ausdal Financial Partners
Iowa
$263K -$35.3K -106 -13%
OTPPB
666
Ontario Teachers' Pension Plan Board
Ontario, Canada
$261K – – –
EN1L
667
Engine No 1 LLC
California
$260K +$224K +673 New
SSCA
668
South Shore Capital Advisors
Massachusetts
$258K -$453K -1,360 -67%
DWM
669
Dakota Wealth Management
Florida
$258K -$63.3K -190 -22%
RE
670
RBC Europe
United Kingdom
$258K -$206K -620 -48%
RFC
671
Regions Financial Corp
Alabama
$256K +$2K +6 +0.9%
HB
672
Homrich & Berg
Georgia
$254K +$6.33K +19 +3%
CCA
673
Checchi Capital Advisers
California
$254K +$218K +655 New
CPO
674
Cerity Partners OCIO
New York
$253K +$2K +6 +0.9%
TFS
675
Thoroughbred Financial Services
Tennessee
$251K +$216K +649 New
25 26
27
28 29

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.