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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
TIM
726
Tortoise Investment Management
New York
$41K
PA
727
PSI Advisors
Florida
$41K +$52.6K +156 New
HIA
728
Harbor Investment Advisory
Maryland
$39K -$33.7K -100 -40%
SN
729
Sittner & Nelson
Oregon
$39K
CHC
730
City Holding Co
West Virginia
$39K +$50.6K +150 New
CWP
731
Concord Wealth Partners
Virginia
$37K -$68.4K -203 -59%
FMP
732
Financial Management Professionals
Texas
$37K +$19.2K +57 +69%
CFN
733
Cordasco Financial Network
Florida
$37K +$30.7K +91 +178%
TFIPS
734
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.6K +$23.6K +70 +100%
HWA
735
HHM Wealth Advisors
Tennessee
$36K +$8.43K +25 +22%
BEI
736
Benjamin Edwards Inc
Missouri
$36K +$12.8K +38 +38%
FP
737
Financial Perspectives
Minnesota
$35K
LFG
738
Larson Financial Group
Missouri
$34K -$12.1K -36 -22%
BWA
739
BDO Wealth Advisors
Florida
$33K -$42.1K -125 -50%
VCM
740
Versant Capital Management
Arizona
$33K -$337 -1 -0.8%
TFM
741
TFC Financial Management
Massachusetts
$33K
MAM
742
Meeder Asset Management
Ohio
$32K -$10.8K -32 -21%
RIM
743
Rockbridge Investment Management
New York
$31K -$337 -1 -0.8%
OCM
744
Orion Capital Management
California
$31K
SBL
745
Sargent Bickham Lagudis
Colorado
$31K
SIM
746
Sonora Investment Management
Arizona
$31K
CYG
747
Clean Yield Group
Vermont
$30K
CH
748
Canton Hathaway
Rhode Island
$30K +$38.1K +113 New
MCM
749
MV Capital Management
Maryland
$29K
ECM
750
Estabrook Capital Management
New York
$28K

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.