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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
AWM
826
Activest Wealth Management
Florida
$7K +$8.43K +25 New
CWM
827
Cranbrook Wealth Management
Michigan
$7K +$8.43K +25 New
COCM
828
Charter Oak Capital Management
New Hampshire
$6K
EIP
829
Ellis Investment Partners
Pennsylvania
$6K
IWP
830
IAG Wealth Partners
Wisconsin
$6K
WPA
831
West Paces Advisors
Georgia
$5.75K
SC
832
Sierra Capital
Florida
$5K
BIA
833
Bell Investment Advisors
California
$5K +$6.74K +20 New
CT
834
Caldwell Trust
Florida
$4.97K +$674 +2 +12%
GTAM
835
Global Trust Asset Management
Florida
$4K -$14.2K -42 -75%
JWM
836
Janiczek Wealth Management
Colorado
$4K -$5.73K -17 -55%
CFFP
837
Center for Financial Planning
Michigan
$4K
SPWG
838
Sage Private Wealth Group
Illinois
$4K
EBA
839
Eagle Bay Advisors
New York
$4K +$4.72K +14 New
PO
840
Private Ocean
California
$4K +$5.73K +17 New
BCH
841
Berkshire Capital Holdings
California
$3K -$20.3M -60,160 -100%
PWMG
842
Prestige Wealth Management Group
New Jersey
$3K -$6.74K -20 -61%
CWA
843
Carolina Wealth Advisors
South Carolina
$3K -$5.06K -15 -54%
AA
844
AlphaMark Advisors
Kentucky
$3K
HFM
845
Hartford Financial Management
Connecticut
$3K
KFI
846
Key Financial Inc
Pennsylvania
$3K
MFA
847
McClarren Financial Advisors
Pennsylvania
$3K
MA
848
MCF Advisors
Kentucky
$3K
PFA
849
Professional Financial Advisors
Nebraska
$3K
RMC
850
Resources Management Corp
Connecticut
$3K

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.