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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
WB
801
Webster Bank
Connecticut
$11K +$14.2K +42 New
ZB
802
Zions Bancorporation
Utah
$10K -$3.37K -10 -21%
AP
803
Arlington Partners
Alabama
$10K
EL
804
EMFO LLC
Florida
$10K
HWM
805
Holloway Wealth Management
Florida
$10K
FWM
806
Focused Wealth Management
New York
$10K +$337 +1 +3%
BCWM
807
Bartlett & Co Wealth Management
Ohio
$9.41K
BC
808
Bartlett & Co
Ohio
$9K
FA
809
Financial Avengers
California
$9K
HWMA
810
Heritage Wealth Management (Arizona)
Arizona
$9K
TCM
811
Tradewinds Capital Management
Washington
$9K
WR
812
WD Rutherford
Oregon
$9K
TCWM
813
Total Clarity Wealth Management
Illinois
$9K +$11.5K +34 New
CA
814
Clearstead Advisors
Ohio
$8K -$21.6K -64 -68%
MIM
815
Macroview Investment Management
Maryland
$8K -$6.07K -18 -38%
CWA
816
Clearview Wealth Advisors
Oregon
$8K -$5.06K -15 -32%
1IA
817
1834 Investment Advisors
Wisconsin
$8K
SFP
818
Sterling Financial Planning
New Jersey
$8K +$4.38K +13 +72%
Nisa Investment Advisors
819
Nisa Investment Advisors
Missouri
$7.22K +$7.59M +22,525 +444%
CI Investments Inc
820
CI Investments Inc
Ontario, Canada
$7K -$13.6M -40,236 -100%
CA
821
Centerpoint Advisors
Massachusetts
$7K
ETI
822
Enterprise Trust & Investment
California
$7K
FWM
823
Filbrandt Wealth Management
Wisconsin
$7K
ME
824
McIlrath & Eck
Washington
$7K
PFSC
825
Peoples Financial Services Corp
Pennsylvania
$7K

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.