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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
TFA
701
Toth Financial Advisory
Virginia
$72K
CHA
702
Carmichael Hill & Associates
Maryland
$70K
NSIM
703
North Star Investment Management
Illinois
$69K
BC
704
Burleson & Co
California
$69K +$3.37K +10 +4%
BAM
705
Bellevue Asset Management
Washington
$68K
ADL
706
Asset Dedication LLC
California
$63K +$21.6K +64 +37%
PCG
707
Private Capital Group
Connecticut
$60K -$12.5K -37 -14%
HDIM
708
Hanson & Doremus Investment Management
Vermont
$60K +$37.1K +110 +92%
NL
709
NVWM LLC
Pennsylvania
$59K
EWA
710
Evolution Wealth Advisors
Florida
$58K -$57.3K -170 -43%
JWA
711
JFS Wealth Advisors
Pennsylvania
$55K +$42.8K +127 +153%
AWM
712
Avior Wealth Management
Nebraska
$53K -$217K -645 -76%
PMFA
713
Plante Moran Financial Advisors
Michigan
$53K
PP
714
PrairieView Partners
Minnesota
$53K
SIC
715
Salem Investment Counselors
North Carolina
$52K +$6.74K +20 +11%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$52K +$10.1K +30 +18%
GRP
717
Global Retirement Partners
California
$51K +$4.38K +13 +7%
SC
718
Saban Cheryl
$51K +$65.7K +195 New
HR
719
Howe & Rusling
New York
$48K
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K
SOW
721
State of Wyoming
Wyoming
$46K -$112K -332 -65%
GWMIA
722
Global Wealth Management Investment Advisory
Florida
$44K +$674 +2 +1%
BFC
723
Bedel Financial Consulting
Indiana
$44K +$16.9K +50 +42%
AA
724
Ancora Advisors
Ohio
$42K +$3.37K +10 +7%
CFA
725
Cahill Financial Advisors
Minnesota
$42K +$54.6K +162 New

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.