We are live on ! Find out more

886 hedge funds and large institutions have $52.8B invested in Zoom in 2020 Q3 according to their latest regulatory filings, with 242 funds opening new positions, 306 increasing their positions, 255 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 64

94% more capital invested

Capital invested by funds: $27.2B → $52.8B (+$25.6B)

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

24% more funds holding

Funds holding: 714886 (+172)

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 255

0% less call options, than puts

Call options by funds: $5.92B | Put options by funds: $5.92B

1.24% less ownership

Funds ownership: 58.93%57.69% (-1.2%)

Holders
886
Holders Change
+172
Holders Change %
+24.09%
% of All Funds
17.88%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.91%
New
242
Increased
306
Reduced
255
Closed
64
Calls
$5.92B
Puts
$5.92B
Net Calls
-$1.33M
Net Calls Change
-$355M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
926
Cypress Wealth Services
California
-$220K -866 Closed
STA
927
Summit Trail Advisors
New York
-$216K -852 Closed
TCM
928
Tuttle Capital Management
Connecticut
-$211K -833 Closed
DS
929
DRW Securities
Illinois
-$202K -795 Closed
PWP
930
Principle Wealth Partners
Connecticut
-$109K -430 Closed
SF
931
Synovus Financial
Georgia
-$106K -412 Closed
WAM
932
Wolverine Asset Management
Illinois
-$70K -277 Closed
IFA
933
Interactive Financial Advisors
Illinois
-$63K -250 Closed
CFG
934
Citizens Financial Group
Rhode Island
-$58K -230 Closed
EWP
935
Engrave Wealth Partners
Texas
-$47K -187 Closed
TI
936
tru Independence
Oregon
-$38 -150 Closed
OPS
937
Orion Portfolio Solutions
Nebraska
-$32K -125 Closed
PIMG
938
Patriot Investment Management Group
Tennessee
-$21.6K -85 Closed
MWA
939
MFA Wealth Advisors
Pennsylvania
-$21K -83 Closed
CT
940
Clearstead Trust
Maine
-$18K -72 Closed
PP
941
Pacifica Partners
Canada
-$18K -70 Closed
CWP
942
CFM Wealth Partners
Texas
-$15K -63 Closed
DTIM
943
Danda Trouve Investment Management
Kansas
-$13K -50 Closed
IFAM
944
Institutional & Family Asset Management
Colorado
-$11K -45 Closed
APWM
945
Atlas Private Wealth Management
New York
-$9K -35 Closed
BL
946
Balentine LLC
Georgia
-$8K -31 Closed
FWM
947
Filbrandt Wealth Management
Wisconsin
-$4K -17 Closed
RDWM
948
Red Door Wealth Management
Tennessee
-$2K -8 Closed
MC
949
Maplelane Capital
New York
+$320 +1 New
PCA
950
Providence Capital Advisors
North Carolina
+$320 +1 New

ZM Hedge Fund Activity: Q3 2020 in Review

886 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q3 2020, worth a combined $52.8B — up 94% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ZM positions and 64 closed out — a net gain of 178 holders — while 306 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28B. The largest seller was Artisan Partners, cutting an estimated $691M.

  • 886 institutional investors held Zoom (ZM) as of Q3 2020, up from 714 in Q2 2020.
  • Funds reported $52.8B of Zoom stock for Q3 2020, up 94% quarter-over-quarter.
  • 242 funds opened new Zoom positions in Q3 2020 and 64 closed out, a net change of +178 holders.
  • The largest Zoom buyer in Q3 2020 was BlackRock, an estimated $1.28B added.
  • The largest Zoom seller in Q3 2020 was Artisan Partners, an estimated $691M sold.

Based on aggregated 13F filings for Q3 2020.