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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
NSIM
776
North Star Investment Management
Illinois
$103K
BAM
777
Bellevue Asset Management
Washington
$101K
BC
778
Burleson & Co
California
$99K +$4.66K +14 +6%
PWP
779
Personal Wealth Partners
Minnesota
$98K +$84.6K +254 New
BWA
780
BDO Wealth Advisors
Florida
$97K -$8.33K -25 -9%
HIA
781
Harbor Investment Advisory
Maryland
$96K
BFEC
782
Benjamin F. Edwards & Company
Missouri
$95K
AWM
783
Atticus Wealth Management
Florida
$88K -$999 -3 -1%
NL
784
NVWM LLC
Pennsylvania
$87K
PMFA
785
Plante Moran Financial Advisors
Michigan
$78K
PP
786
PrairieView Partners
Minnesota
$78K +$33K +99 +97%
FHA
787
First Horizon Advisors
Tennessee
$78K +$40K +120 +140%
GCM
788
Gables Capital Management
Florida
$77K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
789
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$75K -$38.5M -115,593 -100%
NICM
790
Neo Ivy Capital Management
New York
$75K -$151K -452 -70%
HR
791
Howe & Rusling
New York
$71K
LWCFA
792
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K +$60.9K +183 New
SIC
793
Salem Investment Counselors
North Carolina
$70K
GRP
794
Global Retirement Partners
California
$70K +$1.67K +5 +3%
ADL
795
Asset Dedication LLC
California
$68K +$57K +171 +4,275%
MPWT
796
MassMutual Private Wealth & Trust
Connecticut
$65K +$22.6K +68 +68%
GWMIA
797
Global Wealth Management Investment Advisory
Florida
$64K -$31.6K -95 -37%
LFG
798
Larson Financial Group
Missouri
$64K -$7.33K -22 -12%
AF
799
Advisornet Financial
Minnesota
$63K +$2K +6 +4%
TIM
800
Tortoise Investment Management
New York
$61K

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.