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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: 22 → 27 (+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: 930 → 943 (+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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.77B
2
Tiger Global Management
Tiger Global Management
New York
+$610M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$444M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$414M
5
State Street
State Street
Massachusetts
+$252M

Top Sellers

1
HA
HHLR Advisors
Cayman Islands
-$316M
2
BlackRock
BlackRock
New York
-$266M
3
Jennison Associates
Jennison Associates
New York
-$233M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$222M
5
SG Americas Securities
SG Americas Securities
New York
-$156M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
826
Hoover Financial Advisors
Pennsylvania
$39K – – –
Kayne Anderson Rudnick Investment Management
827
Kayne Anderson Rudnick Investment Management
California
$39K – – –
SFSIG
828
San Francisco Sentry Investment Group
California
$39K – – –
SMG
829
Spectrum Management Group
Indiana
$39K – – –
RFA
830
Reilly Financial Advisors
California
$39K +$12K +36 +55%
BEI
831
Benjamin Edwards Inc
Missouri
$39K +$14.7K +44 +79%
AFG
832
Albion Financial Group
Utah
$39K +$34K +102 New
ACA
833
Atlas Capital Advisors
Wyoming
$38.7K – – –
TWM
834
Tradition Wealth Management
Minnesota
$37K -$8.33K -25 -21%
DOA
835
D'Orazio & Associates
Virginia
$36K – – –
CA
836
Clearstead Advisors
Ohio
$36K +$21.3K +64 +213%
GAM
837
Gemmer Asset Management
California
$34K – – –
JWA
838
JFS Wealth Advisors
Pennsylvania
$32K – – –
SWM
839
Sugarloaf Wealth Management
Georgia
$32K – – –
FMP
840
Financial Management Professionals
Texas
$32K +$2.33K +7 +9%
FCA
841
FinTrust Capital Advisors
South Carolina
$31K -$20K -60 -43%
EARNEST Partners
842
EARNEST Partners
Georgia
$31K – – –
EDRH
843
Edmond de Rothschild Holding
Switzerland
$29K – – –
EWM
844
Endurance Wealth Management
Rhode Island
$29K – – –
RCA
845
Ranch Capital Advisors
Florida
$29K – – –
WT
846
Washington Trust
Rhode Island
$29K – – –
GEA
847
Glen Eagle Advisors
New Jersey
$28.3K – – –
CA
848
Crewe Advisors
Utah
$28K – – –
LPWM
849
Lake Point Wealth Management
Texas
$28K +$24K +72 New
BDWM
850
Brewin Dolphin Wealth Management
Ireland
$27.1K -$15K -45 -39%
32 33
34
35 36

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.