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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
CWM
751
Cranbrook Wealth Management
Michigan
$5K
ETI
752
Enterprise Trust & Investment
California
$5K
MIM
753
Macroview Investment Management
Maryland
$5K
ME
754
McIlrath & Eck
Washington
$5K
PFSC
755
Peoples Financial Services Corp
Pennsylvania
$5K
CCA
756
Column Capital Advisors
Indiana
$5K +$4.7K +20 +400%
SCA
757
Sandy Cove Advisors
Massachusetts
$5K +$6.82K +29 New
KFS
758
Kelly Financial Services
Massachusetts
$4.41K +$5.64K +24 New
ZB
759
Zions Bancorporation
Utah
$4K -$3.76K -16 -42%
CA
760
Clearstead Advisors
Ohio
$4K -$2.35K -10 -33%
COCM
761
Charter Oak Capital Management
New Hampshire
$4K -$470 -2 -9%
EIP
762
Ellis Investment Partners
Pennsylvania
$4K
IWP
763
IAG Wealth Partners
Wisconsin
$4K
BIA
764
Bell Investment Advisors
California
$4K +$235 +1 +5%
FMB
765
Field & Main Bank
Kentucky
$4K +$4.7K +20 New
HS
766
Horan Securities
United States
$4K +$5.64K +24 New
CT
767
Caldwell Trust
Florida
$3.13K -$470 -2 -11%
CWA
768
Clearview Wealth Advisors
Oregon
$3K -$3.29K -14 -44%
CFFP
769
Center for Financial Planning
Michigan
$3K
MFA
770
McClarren Financial Advisors
Pennsylvania
$3K
SC
771
Sierra Capital
Florida
$3K
DHGWA
772
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.29K +14 New
IAG
773
Investmark Advisory Group
Connecticut
$3K +$4K +17 New
HVM
774
Harvest Volatility Management
Connecticut
$2.72K +$860K +3,659 +33%
FGAM
775
Financial Gravity Asset Management
Texas
$2.47K +$992K +4,218 +30,129%

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.