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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
CAL
751
Capital Advisors Ltd
Ohio
$27K
ACA
752
Atlas Capital Advisors
Wyoming
$26.1K
GCM
753
Gables Capital Management
Florida
$26K -$33.7K -100 -50%
HCM
754
Highlander Capital Management
New Jersey
$26K
IPW
755
IronBridge Private Wealth
Texas
$26K
Kayne Anderson Rudnick Investment Management
756
Kayne Anderson Rudnick Investment Management
California
$26K
SMG
757
Spectrum Management Group
Indiana
$26K
FCA
758
FinTrust Capital Advisors
South Carolina
$26K +$6.74K +20 +25%
GSWM
759
Golden State Wealth Management
California
$26K +$33.7K +100 New
HA
760
Herold Advisors
New York
$26K +$33.7K +100 New
MA
761
MUFG Americas
New York
$26K +$33.7K +100 New
DOA
762
D'Orazio & Associates
Virginia
$25K
TWM
763
Tradition Wealth Management
Minnesota
$25K
PFBT
764
Parkside Financial Bank & Trust
Missouri
$24K -$4.05K -12 -11%
MWM
765
Mascoma Wealth Management
New Hampshire
$24K +$31K +92 New
GAM
766
Gemmer Asset Management
California
$23K
OAJ
767
Ogorek Anthony Joseph
New York
$23K +$30K +89 New
BMD
768
Better Money Decisions
New Mexico
$22K -$11.5K -34 -29%
MAWCM
769
Mine & Arao Wealth Creation & Management
California
$22K +$29K +86 New
EARNEST Partners
770
EARNEST Partners
Georgia
$21K
Simplex Trading
771
Simplex Trading
Illinois
$21K
SWM
772
Sugarloaf Wealth Management
Georgia
$21K
RFA
773
Reilly Financial Advisors
California
$20K -$8.43K -25 -25%
EWM
774
Endurance Wealth Management
Rhode Island
$20K
RCA
775
Ranch Capital Advisors
Florida
$20K

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.