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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
BC
876
Bartlett & Co
Ohio
$14K – – –
FA
877
Financial Avengers
California
$14K – – –
HWMA
878
Heritage Wealth Management (Arizona)
Arizona
$14K – – –
TCM
879
Tradewinds Capital Management
Washington
$14K – – –
FWM
880
Focused Wealth Management
New York
$14K +$2K +6 +19%
BCWM
881
Bartlett & Co Wealth Management
Ohio
$13.9K – – –
PWMG
882
Prestige Wealth Management Group
New Jersey
$13K +$11K +33 New
JWM
883
Janiczek Wealth Management
Colorado
$12K -$27.3K -82 -73%
1IA
884
1834 Investment Advisors
Wisconsin
$12K – – –
BCPWM
885
Bradley & Co Private Wealth Management
Florida
$12K – – –
AIC
886
Archer Investment Corporation
Indiana
$12K – – –
CWA
887
Carolina Wealth Advisors
South Carolina
$11K – – –
WAS
888
Winch Advisory Services
Wisconsin
$11K +$6K +18 +164%
CA
889
Centerpoint Advisors
Massachusetts
$10K – – –
FWM
890
Filbrandt Wealth Management
Wisconsin
$10K – – –
ME
891
McIlrath & Eck
Washington
$10K – – –
PFSC
892
Peoples Financial Services Corp
Pennsylvania
$10K – – –
ETI
893
Enterprise Trust & Investment
California
$10K +$8.33K +25 New
COCM
894
Charter Oak Capital Management
New Hampshire
$9K – – –
WPA
895
West Paces Advisors
Georgia
$8.52K – – –
EI
896
Ellevest Inc
New York
$8K -$11K -33 -61%
EIP
897
Ellis Investment Partners
Pennsylvania
$8K – – –
IWP
898
IAG Wealth Partners
Wisconsin
$8K – – –
CFFP
899
Center for Financial Planning
Michigan
$7K -$14.7K -44 -72%
SC
900
Sierra Capital
Florida
$7K – – –
34 35
36
37 38

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.