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814 hedge funds and large institutions have $28.3B invested in Zoom in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 276 increasing their positions, 278 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.62% more ownership

Funds ownership: 61.01%63.64% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 278

7% less funds holding

Funds holding: 872814 (-58)

15% less call options, than puts

Call options by funds: $4.36B | Put options by funds: $5.1B

23% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 194

26% less capital invested

Capital invested by funds: $38.4B → $28.3B (-$10.1B)

31% less funds holding in top 10

Funds holding in top 10: 2618 (-8)

Holders
814
Holders Change
-58
Holders Change %
-6.65%
% of All Funds
12.53%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.28%
New
150
Increased
276
Reduced
278
Closed
194
Calls
$4.36B
Puts
$5.1B
Net Calls
-$741M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
OA
876
Oxbow Advisors
Texas
-$708K -2,706 Closed
AFA
877
Abacus FCF Advisors
Florida
-$715K -2,627 Closed
YIH
878
Y-Intercept (HK)
Hong Kong
-$673K -2,575 Closed
BCM
879
Breiter Capital Management
Florida
-$673K -2,574 Closed
CSA
880
Cottage Street Advisors
Massachusetts
-$643K -2,459 Closed
AWA
881
Alta Wealth Advisors
Massachusetts
-$642K -2,456 Closed
EPA
882
Element Pointe Advisors
Florida
-$629K -2,405 Closed
CRWM
883
Castle Rock Wealth Management
California
-$601K -2,314 Closed
KA
884
Kercheville Advisors
Texas
-$569K -2,175 Closed
Marshall Wace
885
Marshall Wace
United Kingdom
-$510K -2,170 Closed
EAM
886
Eagle Asset Management
Florida
-$558K -2,134 Closed
QP
887
Quilter Plc
United Kingdom
-$544K -2,080 Closed
SV
888
Sturgeon Ventures
United Kingdom
-$515K -1,970 Closed
JAM
889
Jupiter Asset Management
United Kingdom
-$490K -1,873 Closed
MMG
890
Monetary Management Group
Missouri
-$468K -1,788 Closed
NFG
891
Nations Financial Group
Iowa
-$464K -1,774 Closed
OCAM
892
Onex Canada Asset Management
Ontario, Canada
-$545K -1,666 Closed
WP
893
WealthShield Partners
North Carolina
-$435K -1,665 Closed
GIA
894
Gladstone Institutional Advisory
Florida
-$432K -1,652 Closed
CF
895
Centaurus Financial
California
-$423K -1,619 Closed
WAS
896
WESPAC Advisors SoCal
California
-$413K -1,607 Closed
F
897
F3Logic
Minnesota
-$410K -1,574 Closed
CAGAS
898
Capital Advisory Group Advisory Services
Minnesota
-$406K -1,552 Closed
JWCA
899
J.W. Cole Advisors
Florida
-$402K -1,544 Closed
BAAM
900
Baker Avenue Asset Management
California
-$390K -1,494 Closed

ZM Hedge Fund Activity: Q4 2021 in Review

814 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2021, worth a combined $28.3B — down 26% from $38.4B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of ZM and 150 opened new positions — a net loss of 44 holders — while 278 trimmed existing stakes and 276 added.

The largest buyer was ARK Investment Management, adding an estimated $582M. The largest seller was T. Rowe Price Associates, cutting an estimated $482M.

  • 814 institutional investors held Zoom (ZM) as of Q4 2021, down from 872 in Q3 2021.
  • Funds reported $28.3B of Zoom stock for Q4 2021, down 26% quarter-over-quarter.
  • 150 funds opened new Zoom positions in Q4 2021 and 194 closed out, a net change of -44 holders.
  • The largest Zoom buyer in Q4 2021 was ARK Investment Management, an estimated $582M added.
  • The largest Zoom seller in Q4 2021 was T. Rowe Price Associates, an estimated $482M sold.

Based on aggregated 13F filings for Q4 2021.