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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
WT
776
Washington Trust
Rhode Island
$20K
LWM
777
Liberty Wealth Management
California
$20K +$3.71K +11 +17%
EI
778
Ellevest Inc
New York
$20K +$18.9K +56 +267%
KIG
779
Kowal Investment Group
Wisconsin
$20K +$26K +77 New
CA
780
Crewe Advisors
Utah
$19K
BDWM
781
Brewin Dolphin Wealth Management
Ireland
$18.3K
Loomis, Sayles & Company
782
Loomis, Sayles & Company
Massachusetts
$18K -$144K -428 -86%
APWA
783
Atlas Private Wealth Advisors
New Jersey
$18K
EWM
784
Edge Wealth Management
New York
$18K
LPWM
785
Lake Point Wealth Management
Texas
$17K -$2.7K -8 -11%
CP
786
Corbenic Partners
Pennsylvania
$17K
ODG
787
O'Dell Group
Ohio
$17K +$21.9K +65 New
BWM
788
BerganKDV Wealth Management
Minnesota
$16K -$2.02K -6 -9%
NC
789
NewSquare Capital
Pennsylvania
$16K
PGAM
790
Princeton Global Asset Management
New Jersey
$16K
CCMW
791
Cypress Capital Management (Wyoming)
Wyoming
$14K
RIA
792
RPG Investment Advisory
California
$14K
AWM
793
Atticus Wealth Management
Florida
$13K -$59.7K -177 -78%
CFB
794
Cullen/Frost Bankers
Texas
$13K
FFA
795
Freedman Financial Associates
Massachusetts
$13K
HI
796
Hudock Inc
Pennsylvania
$13K
IRC
797
Investors Research Corp
Georgia
$13K
PCH
798
Polar Capital Holdings
United Kingdom
$12.2K -$132M -391,044 -89%
GEA
799
Glen Eagle Advisors
New Jersey
$11.8K -$9.44K -28 -38%
PWA
800
Phoenix Wealth Advisors
North Carolina
$11K -$1.01M -2,995 -99%

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.