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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
WWM
851
Wolff Wiese Magana
California
$3K
SWA
852
Sutton Wealth Advisors
Florida
$2.62K
AFS
853
Annapolis Financial Services
Maryland
$2K
DCM
854
Davidson Capital Management
Texas
$2K
IF
855
Ironwood Financial
Arizona
$2K
NWM
856
Navigation Wealth Management
Colorado
$2K
HF
857
Halpern Financial
Virginia
$1.57K
TFO
858
Tarbox Family Office
California
$1K -$3.03K -9 -75%
CCA
859
Column Capital Advisors
Indiana
$1K
DWA
860
Delos Wealth Advisors
Texas
$1K
DI
861
Disciplined Investments
Oklahoma
$1K
DSC
862
Duncker Streett & Co
Missouri
$1K
FF
863
FourThought Financial
Florida
$1K
IFAM
864
Institutional & Family Asset Management
Colorado
$1K
IHWM
865
Iron Horse Wealth Management
Iowa
$1K
PAI
866
Pittenger & Anderson Inc
Nebraska
$1K
PWM
867
Prentice Wealth Management
New York
$1K
SL
868
Savior LLC
Massachusetts
$1K
WBC
869
West Branch Capital
Massachusetts
$1K
NOI
870
Newton One Investments
Delaware
$1K +$674 +2 New
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.35K +4 New
LAM
872
Lountzis Asset Management
Pennsylvania
$523 +$674 +2 New
VCWA
873
Vanguard Capital Wealth Advisors
Colorado
$237
BBHC
874
Brown Brothers Harriman & Co
New York
$206 +$36.4K +108 +16%
WIM
875
Westside Investment Management
California
$32 -$6.07K -18 -13%

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.