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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
ODG
726
O'Dell Group
Ohio
$9K -$4.23K -18 -28%
CFB
727
Cullen/Frost Bankers
Texas
$9K
FFA
728
Freedman Financial Associates
Massachusetts
$9K
HI
729
Hudock Inc
Pennsylvania
$9K
IRC
730
Investors Research Corp
Georgia
$9K
LFA
731
Level Financial Advisors
New York
$9K +$11.8K +50 New
GEA
732
Glen Eagle Advisors
New Jersey
$8.28K
WPA
733
West Paces Advisors
Georgia
$8.28K +$5.41K +23 +105%
CAL
734
Capital Advisors Ltd
Ohio
$8K -$13.9K -59 -58%
ARIS
735
Advanced Research Investment Solutions
California
$8K +$10.6K +45 New
NIC
736
Northwest Investment Counselors
Oregon
$8K +$10.6K +45 New
TFM
737
TFC Financial Management
Massachusetts
$7K -$20.5K -87 -69%
Loomis, Sayles & Company
738
Loomis, Sayles & Company
Massachusetts
$7K -$7.29K -31 -44%
EL
739
EMFO LLC
Florida
$7K
HWM
740
Holloway Wealth Management
Florida
$7K
OSNBOA
741
Old Second National Bank of Aurora
Illinois
$7K +$4.7K +20 New
DFC
742
DB Fitzpatrick & Co
Idaho
$7K +$9.17K +39 New
AP
743
Arlington Partners
Alabama
$6K -$1.88K -8 -20%
FWM
744
Focused Wealth Management
New York
$6K -$1.41K -6 -16%
FA
745
Financial Avengers
California
$6K
WR
746
WD Rutherford
Oregon
$6K
JWM
747
Janiczek Wealth Management
Colorado
$6K +$4.94K +21 +150%
CBT
748
Central Bank & Trust
Kentucky
$5K -$59.3K -252 -91%
AWM
749
Activest Wealth Management
Florida
$5K
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$5K

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.