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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
AA
776
AlphaMark Advisors
Kentucky
$2K
BCH
777
Berkshire Capital Holdings
California
$2K
CWA
778
Carolina Wealth Advisors
South Carolina
$2K
HFM
779
Hartford Financial Management
Connecticut
$2K
MA
780
MCF Advisors
Kentucky
$2K
PFA
781
Professional Financial Advisors
Nebraska
$2K
RMC
782
Resources Management Corp
Connecticut
$2K
SPWG
783
Sage Private Wealth Group
Illinois
$2K
AWM
784
Accel Wealth Management
Iowa
$2K +$2.35K +10 New
BBPWM
785
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.35K +10 New
TIM
786
Tevis Investment Management
Texas
$2K +$2.35K +10 New
TFP
787
Tilia Fiduciary Partners
North Carolina
$2K +$2.35K +10 New
FPWM
788
FSB Premier Wealth Management
Iowa
$2K +$3.53K +15 New
Manulife (Manufacturers Life Insurance)
789
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.31K -$5.41K -23 -0.3%
CCM
790
Covington Capital Management
California
$1K -$92.4K -393 -98%
PO
791
Private Ocean
California
$1K -$2.82K -12 -71%
EBA
792
Eagle Bay Advisors
New York
$1K -$1.65K -7 -50%
WWM
793
Wolff Wiese Magana
California
$1K -$1.41K -6 -55%
AFS
794
Annapolis Financial Services
Maryland
$1K
DI
795
Disciplined Investments
Oklahoma
$1K
DSC
796
Duncker Streett & Co
Missouri
$1K
FF
797
FourThought Financial
Florida
$1K
PAI
798
Pittenger & Anderson Inc
Nebraska
$1K
SL
799
Savior LLC
Massachusetts
$1K
TFO
800
Tarbox Family Office
California
$1K

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.