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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
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$22K -$19K -81 -41%
OCM
677
Orion Capital Management
California
$22K
SBL
678
Sargent Bickham Lagudis
Colorado
$22K
CH
679
Canton Hathaway
Rhode Island
$21K
CYG
680
Clean Yield Group
Vermont
$21K
ZIG
681
Zullo Investment Group
Pennsylvania
$21K +$27K +115 New
CFG
682
CKW Financial Group
Hawaii
$20K -$88.2K -375 -79%
FP
683
Financial Perspectives
Minnesota
$19.9K -$6.11K -26 -19%
RIM
684
Rockbridge Investment Management
New York
$19K -$3.76K -16 -14%
SC
685
Stephens Consulting
Michigan
$18.9K +$24.2K +103 New
MAM
686
Meeder Asset Management
Ohio
$18K -$5.17K -22 -18%
FCA
687
FinTrust Capital Advisors
South Carolina
$18K
IPW
688
IronBridge Private Wealth
Texas
$18K
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$18K
SMG
690
Spectrum Management Group
Indiana
$18K
AWM
691
Atticus Wealth Management
Florida
$18K +$11.5K +49 +96%
BWM
692
Baystate Wealth Management
Massachusetts
$18K +$23.5K +100 New
CT
693
Clearstead Trust
Maine
$18K +$23.5K +100 New
OF
694
Outfitter Financial
Maine
$17K +$22.3K +95 New
VRS
695
Virginia Retirement Systems
Virginia
$17K -$1.46M -6,200 -6%
GAM
696
Gemmer Asset Management
California
$16K
OAJ
697
Ogorek Anthony Joseph
New York
$16K
TCM
698
Tradewinds Capital Management
Washington
$16K +$12K +51 +146%
TIM
699
Tortoise Investment Management
New York
$15K -$17.6K -75 -47%
VCM
700
Versant Capital Management
Arizona
$15K -$10.6K -45 -35%

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.