We are live on ! Find out more

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
SCA
651
Snowden Capital Advisors
New York
$33K +$43.3K +184 New
RFA
652
Reilly Financial Advisors
California
$32K +$23.5K +100 +132%
BC
653
Burleson & Co
California
$31K -$22.3K -95 -36%
MS
654
Mizuho Securities
Japan
$29K -$235K -1,000 -87%
GTAM
655
Global Trust Asset Management
Florida
$29K +$34.1K +145 +1,036%
CSB
656
City State Bank
Iowa
$29K +$36.4K +155 New
SN
657
Sittner & Nelson
Oregon
$28K
MA
658
MUFG Americas
New York
$28K +$11.8K +50 +50%
MAWCM
659
Mine & Arao Wealth Creation & Management
California
$28K +$15K +64 +74%
EI
660
Ellevest Inc
New York
$28K +$17.2K +73 +95%
BWM
661
BerganKDV Wealth Management
Minnesota
$28K +$21.4K +91 +144%
RA
662
Rise Advisors
New York
$26.5K +$33.9K +144 New
BAMCO Inc
663
BAMCO Inc
New York
$26K -$7.34M -31,214 -100%
BFC
664
Bedel Financial Consulting
Indiana
$26K -$5.88K -25 -15%
PA
665
PSI Advisors
Florida
$26K -$3.53K -15 -10%
CFN
666
Cordasco Financial Network
Florida
$26K
MWM
667
Mascoma Wealth Management
New Hampshire
$26K +$11.5K +49 +53%
ECM
668
Estabrook Capital Management
New York
$25.2K +$7.05K +30 +28%
HWA
669
HHM Wealth Advisors
Tennessee
$24K -$1.41K -6 -4%
PFBT
670
Parkside Financial Bank & Trust
Missouri
$24K +$9.17K +39 +41%
AWM
671
Avior Wealth Management
Nebraska
$23K -$18.1K -77 -38%
SOW
672
State of Wyoming
Wyoming
$23K -$11.3K -48 -27%
BWA
673
BDO Wealth Advisors
Florida
$23K
PWMG
674
Prestige Wealth Management Group
New Jersey
$23K +$26.6K +113 +869%
AIP
675
Ahrens Investment Partners
Louisiana
$23K +$29.4K +125 New

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.