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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
NIP
926
Nicholas Investment Partners
California
-$789K -2,038 Closed
MSA
927
Marino Stram & Associates
Massachusetts
-$749K -1,936 Closed
CI
928
Cavalier Investments
Georgia
-$720K -1,861 Closed
XT
929
XTX Topco
Cayman Islands
-$709K -1,832 Closed
RPC
930
Rossmore Private Capital
Connecticut
-$673K -1,740 Closed
LOAMS
931
Lombard Odier Asset Management (Switzerland)
Switzerland
-$645K -1,666 Closed
TWM
932
Triton Wealth Management
Arizona
-$559K -1,557 Closed
AWE
933
Avidian Wealth Enterprises
Texas
-$548K -1,415 Closed
EIM
934
Essex Investment Management
Massachusetts
-$489K -1,263 Closed
VFM
935
Vivid Financial Management
California
-$437K -1,129 Closed
WMP
936
Wealth Management Partners
Arizona
-$417K -1,077 Closed
CAN
937
Claraphi Advisory Network
United States
-$407K -1,053 Closed
WFI
938
West Family Investments
California
-$399K -1,031 Closed
LFAS
939
Level Four Advisory Services
Texas
-$367K -948 Closed
H
940
HoyleCohen
California
-$365 -944 Closed
TCM
941
Tuttle Capital Management
Connecticut
-$333K -861 Closed
AIM
942
Axiom Investment Management
New York
-$317K -820 Closed
CCA
943
Cadent Capital Advisors
Oklahoma
-$313K -810 Closed
SAF
944
Smith Anglin Financial
Texas
-$300K -774 Closed
CW
945
CreativeOne Wealth
Kansas
-$299K -771 Closed
BWM
946
BNC Wealth Management
Oregon
-$296K -765 Closed
FTDI
947
First Trust Direct Indexing
Massachusetts
-$296K -765 Closed
DACG
948
Donor Advised Charitable Giving
California
-$287K -741 Closed
BFM
949
Boothbay Fund Management
New York
-$248K -735 Closed
PA
950
Pinnacle Associates
New York
-$277K -716 Closed

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.