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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
UIA
676
UBP Investment Advisors
Switzerland
$250K +$212K +636 New
PCM
677
Penserra Capital Management
California
$249K +$59.3K +178 +38%
WP
678
WMS Partners
Maryland
$249K +$214K +643 New
SC
679
Scotia Capital
Ontario, Canada
$248K -$6.66K -20 -3%
SWM
680
SeaCrest Wealth Management
New York
$247K -$12K -36 -5%
CB
681
CNB Bank
Pennsylvania
$246K +$60.6K +182 +40%
CAS
682
Cascadia Advisory Services
Oregon
$245K
DFCM
683
Dark Forest Capital Management
Puerto Rico
$243K +$209K +627 New
SHGA
684
Sand Hill Global Advisors
California
$243K +$209K +628 New
VHAM
685
Van Hulzen Asset Management
California
$240K -$5K -15 -2%
CPA
686
Clear Perspective Advisors
Illinois
$240K +$206K +620 New
KFC
687
Klingenstein Fields & Co
New York
$239K +$205K +616 New
9WM
688
9258 Wealth Management
Ohio
$239K +$205K +617 New
PA
689
Procyon Advisors
Connecticut
$238K -$287K -861 -58%
CFGS
690
Concourse Financial Group Securities
Alabama
$238K -$93.6K -281 -31%
FCM
691
Firestone Capital Management
Florida
$237K -$10.3K -31 -5%
KFGK
692
Keystone Financial Group (Kentucky)
Kentucky
$237K +$204K +612 New
ZIG
693
Zuckerman Investment Group
Illinois
$237K +$204K +613 New
AWM
694
Apollon Wealth Management
South Carolina
$233K -$15.3K -46 -7%
SFA
695
Sequoia Financial Advisors
Ohio
$233K +$200K +601 New
CCFM
696
Clear Creek Financial Management
Washington
$233K +$201K +603 New
CCM
697
Cribstone Capital Management
Maine
$232K -$167K -500 -45%
CIAS
698
Capital Investment Advisory Services
North Carolina
$232K -$46.6K -140 -19%
CCC
699
Chelsea Counsel Company
California
$232K +$200K +600 New
GAG
700
GM Advisory Group
New York
$232K +$200K +600 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.