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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
PA
901
PFG Advisors
Arizona
-$379K -1,451 Closed
BG
902
Benedetti & Gucer
Georgia
-$376K -1,439 Closed
1832 Asset Management
903
1832 Asset Management
Ontario, Canada
-$372K -1,437 Closed
QTM
904
qPULA Trading Management
New York
-$366K -1,400 Closed
TWM
905
Titus Wealth Management
California
-$359K -1,373 Closed
BBP
906
Banco BTG Pactual
Brazil
-$349K -1,336 Closed
TF
907
TLWM Financial
Texas
-$344K -1,316 Closed
WF
908
Welch & Forbes
Massachusetts
-$337K -1,289 Closed
EWM
909
Echo Wealth Management
Minnesota
-$313K -1,229 Closed
KAS
910
Kemnay Advisory Services
New York
-$320K -1,225 Closed
MWM
911
Mission Wealth Management
California
-$312K -1,195 Closed
OIM
912
Oder Investment Management
California
-$308K -1,179 Closed
OSAM
913
O'Shaughnessy Asset Management
Connecticut
-$297K -1,134 Closed
KA
914
Kovack Advisors
Florida
-$295K -1,127 Closed
DFCM
915
Dark Forest Capital Management
Puerto Rico
-$292K -1,117 Closed
SA
916
Strategic Advisors
New York
-$284K -1,089 Closed
MMA
917
Miracle Mile Advisors
California
-$283K -1,082 Closed
SC
918
Scotia Capital
Ontario, Canada
-$283K -1,081 Closed
CFS
919
CRA Financial Services
New Jersey
-$280K -1,072 Closed
SF
920
Synovus Financial
Georgia
-$275K -1,043 Closed
Brown Advisory
921
Brown Advisory
Maryland
-$271K -1,036 Closed
CCM
922
Coldstream Capital Management
Washington
-$485K -1,032 Closed
PGWM
923
Parisi Gray Wealth Management
New Jersey
-$273K -1,020 Closed
JCM
924
Jacobi Capital Management
Pennsylvania
-$265K -1,015 Closed
IAN
925
Integrated Advisors Network
Texas
-$265K -1,014 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.