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
TWM
701
Tradition Wealth Management
Minnesota
$15K -$3.53K -15 -16%
EARNEST Partners
702
EARNEST Partners
Georgia
$15K
SWM
703
Sugarloaf Wealth Management
Georgia
$15K
CI
704
Carroll Investors
South Carolina
$15K +$20.7K +88 New
TFGT
705
TS Financial Group (TSFG)
Illinois
$14K -$102K -434 -85%
ADL
706
Asset Dedication LLC
California
$14K -$39.3K -167 -70%
PCG
707
Private Capital Group
Connecticut
$14K -$36.4K -155 -67%
EWM
708
Endurance Wealth Management
Rhode Island
$14K
WT
709
Washington Trust
Rhode Island
$14K
CWS
710
Confluence Wealth Services
Pennsylvania
$14K +$18.8K +80 New
BDWM
711
Brewin Dolphin Wealth Management
Ireland
$13K
EWM
712
Edge Wealth Management
New York
$13K
CP
713
Corbenic Partners
Pennsylvania
$12K
JRFS
714
James Reed Financial Services
Ohio
$12K +$16K +68 New
GWS
715
Glassman Wealth Services
Virginia
$11K -$68K -289 -82%
CHC
716
City Holding Co
West Virginia
$11K -$16.5K -70 -47%
PGAM
717
Princeton Global Asset Management
New Jersey
$11K
SFO
718
Standard Family Office
South Dakota
$11K +$13.6K +58 New
SIC
719
SJS Investment Consulting
Ohio
$11K +$14.1K +60 New
RDIA
720
RE Dickinson Investment Advisors
Iowa
$11K +$14.3K +61 New
CCMW
721
Cypress Capital Management (Wyoming)
Wyoming
$10K
Simplex Trading
722
Simplex Trading
Illinois
$10K
WAM
723
Wolverine Asset Management
Illinois
$10K +$12.9K +55 New
RPCONE
724
Retirement Planning Company of New England
Rhode Island
$10K +$13.2K +56 New
HIA
725
Harbor Investment Advisory
Maryland
$9K -$23.5K -100 -68%

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.