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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
HFAS
926
Hummer Financial Advisory Services
Illinois
-$264K -1,010 Closed
ECM
927
Evergreen Capital Management
Washington
-$263K -1,007 Closed
CCC
928
Chelsea Counsel Company
California
-$262K -1,000 Closed
KCM
929
Karp Capital Management
California
-$262K -1,000 Closed
BPA
930
Beacon Pointe Advisors
California
-$258K -988 Closed
RPWA
931
Regent Peak Wealth Advisors
Georgia
-$250K -955 Closed
RG
932
Rathbones Group
United Kingdom
-$247K -946 Closed
KPW
933
Kore Private Wealth
New York
-$247K -944 Closed
STA
934
Summit Trail Advisors
New York
-$245K -936 Closed
FNBT
935
FineMark National Bank & Trust
Florida
-$244K -932 Closed
ISL
936
Ingalls & Snyder LLC
New York
-$243K -930 Closed
PWLP
937
Prio Wealth Limited Partnership
Massachusetts
-$243K -930 Closed
SDWIA
938
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$240K -919 Closed
SCA
939
Sassicaia Capital Advisers
New York
-$235K -900 Closed
KP
940
Keel Point
Alabama
-$232K -887 Closed
SEIA
941
Signature Estate & Investment Advisors
California
-$230K -881 Closed
CP
942
Capital Planning
Washington
-$230K -880 Closed
CRC
943
Curi RMB Capital
Illinois
-$230K -878 Closed
CAAS
944
Capital Asset Advisory Services
Michigan
-$227K -868 Closed
SWMP
945
Signature Wealth Management Partners
New Jersey
-$220K -841 Closed
MBT
946
Montecito Bank & Trust
California
-$218K -835 Closed
TFS
947
Thoroughbred Financial Services
Tennessee
-$217K -832 Closed
WCMNY
948
Westchester Capital Management (New York)
New York
-$216K -828 Closed
PPP
949
Private Portfolio Partners
New Jersey
-$215K -824 Closed
QC
950
QCM Cayman
Texas
-$215K -821 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.