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943 hedge funds and large institutions have $53.9B invested in Zoom in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 341 increasing their positions, 318 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $40.9B → $53.9B (+$13B)

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

18% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 100

4.69% more ownership

Funds ownership: 54.31%59% (+4.7%)

1% more funds holding

Funds holding: 930943 (+13)

7% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 318

16% less call options, than puts

Call options by funds: $5.49B | Put options by funds: $6.5B

Holders
943
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
16.41%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
118
Increased
341
Reduced
318
Closed
100
Calls
$5.49B
Puts
$6.5B
Net Calls
-$1.01B
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
751
Kelly Lawrence W & Associates
California
$145K
JFGIW
752
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K +$125K +374 New
WAM
753
Wolverine Asset Management
Illinois
$145K +$126K +377 New
WP
754
WealthShield Partners
North Carolina
$144K +$34K +102 +38%
GWS
755
Glassman Wealth Services
Virginia
$139K -$2K -6 -2%
S
756
Seeyond
France
$139K +$666 +2 +0.6%
SSB
757
Sandy Spring Bank
Maryland
$134K -$16.7K -50 -13%
HNB
758
Huntington National Bank
Ohio
$133K -$85.9K -258 -43%
TFS
759
TrustCore Financial Services
Tennessee
$133K -$30.3K -91 -21%
CWP
760
Concord Wealth Partners
Virginia
$133K +$44.3K +133 +63%
WWMSC
761
Wagner Wealth Management (South Carolina)
South Carolina
$128K
WT
762
Whittier Trust
California
$126K -$13.3K -40 -11%
SWM
763
Selective Wealth Management
Virginia
$126K +$89.9K +270 +491%
MSFP
764
Mark Sheptoff Financial Planning
Connecticut
$120K
ALAM
765
Asahi Life Asset Management
Japan
$116K +$99.9K +300 New
CFD
766
Creative Financial Designs
Indiana
$115K
TLCM
767
Twin Lakes Capital Management
California
$115K +$99.2K +298 New
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$114K -$24.3K -73 -20%
KTC
769
Kistler-Tiffany Companies
Pennsylvania
$109K
TFA
770
Toth Financial Advisory
Virginia
$107K -$33.3K -100 -27%
KC
771
Knuff & Co
California
$106K
TWA
772
TCI Wealth Advisors
Arizona
$105K -$84.9K -255 -48%
AF
773
Allworth Financial
California
$105K -$37K -111 -29%
CHA
774
Carmichael Hill & Associates
Maryland
$104K +$6K +18 +7%
PCG
775
Private Capital Group
Connecticut
$104K +$19K +57 +27%

ZM Hedge Fund Activity: Q2 2021 in Review

943 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q2 2021, worth a combined $53.9B — up 32% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ZM positions and 100 closed out — a net gain of 18 holders — while 341 added to existing stakes and 318 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.77B. The largest seller was HHLR Advisors, cutting an estimated $316M.

  • 943 institutional investors held Zoom (ZM) as of Q2 2021, up from 930 in Q1 2021.
  • Funds reported $53.9B of Zoom stock for Q2 2021, up 32% quarter-over-quarter.
  • 118 funds opened new Zoom positions in Q2 2021 and 100 closed out, a net change of +18 holders.
  • The largest Zoom buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.77B added.
  • The largest Zoom seller in Q2 2021 was HHLR Advisors, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2021.