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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
SSB
676
Sandy Spring Bank
Maryland
$110K +$25.3K +75 +22%
CCM
677
Covington Capital Management
California
$105K -$693K -2,055 -84%
KA
678
Kozak & Associates
Colorado
$105K +$135K +400 New
FHA
679
First Horizon Advisors
Tennessee
$103K +$64.1K +190 +92%
GC
680
Garde Capital
Washington
$101K
KLWA
681
Kelly Lawrence W & Associates
California
$98K
S
682
Seeyond
France
$93K -$1.35K -4 -1%
GWS
683
Glassman Wealth Services
Virginia
$92K -$2.7K -8 -2%
WWMSC
684
Wagner Wealth Management (South Carolina)
South Carolina
$91K
TFS
685
TrustCore Financial Services
Tennessee
$90K
WT
686
Whittier Trust
California
$85K
ED
687
Exane Derivatives
France
$82.9K +$59.7K +177 +126%
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$81K
TWA
689
TCI Wealth Advisors
Arizona
$81K +$12.1K +36 +13%
AF
690
Allworth Financial
California
$81K +$12.8K +38 +14%
WQ
691
Wealth Quarterback
New Jersey
$79K -$64.1K -190 -39%
HNB
692
Huntington National Bank
Ohio
$78K -$14.8K -44 -13%
CFD
693
Creative Financial Designs
Indiana
$78K
TLCM
694
Twin Lakes Capital Management
California
$78K
PFGIA
695
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$674 -2 -0.7%
SIS
696
Sound Income Strategies
Florida
$76K +$98.1K +291 New
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K -$29.3K -87 -23%
KTC
698
Kistler-Tiffany Companies
Pennsylvania
$74K
CBT
699
Central Bank & Trust
Kentucky
$72K -$33.7K -100 -27%
KC
700
Knuff & Co
California
$72K

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.