We are live on ! Find out more

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
WWM
951
WT Wealth Management
Arizona
-$274K -709 Closed
BFWA
952
Benchmark Financial Wealth Advisors
Florida
-$272K -703 Closed
WSCM
953
Wellington Shields Capital Management
New York
-$271K -700 Closed
YMRC
954
Yorktown Management & Research Company
Virginia
-$271K -700 Closed
PA
955
Prism Advisors
California
-$268K -692 Closed
KW
956
KWB Wealth
California
-$221K -689 Closed
AFP
957
Ausdal Financial Partners
Iowa
-$263K -680 Closed
OTPPB
958
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$261K -674 Closed
DWM
959
Dakota Wealth Management
Florida
-$258K -667 Closed
SSCA
960
South Shore Capital Advisors
Massachusetts
-$258K -666 Closed
RFC
961
Regions Financial Corp
Alabama
-$256K -661 Closed
HB
962
Homrich & Berg
Georgia
-$254K -657 Closed
CCA
963
Checchi Capital Advisers
California
-$254K -655 Closed
CPO
964
Cerity Partners OCIO
New York
-$253K -654 Closed
WP
965
WMS Partners
Maryland
-$249K -643 Closed
SWM
966
SeaCrest Wealth Management
New York
-$247K -639 Closed
UIA
967
UBP Investment Advisors
Switzerland
-$250K -636 Closed
CAS
968
Cascadia Advisory Services
Oregon
-$245K -633 Closed
SHGA
969
Sand Hill Global Advisors
California
-$243K -628 Closed
CPA
970
Clear Perspective Advisors
Illinois
-$240K -620 Closed
VHAM
971
Van Hulzen Asset Management
California
-$240K -619 Closed
9WM
972
9258 Wealth Management
Ohio
-$239K -617 Closed
KFC
973
Klingenstein Fields & Co
New York
-$239K -616 Closed
PA
974
Procyon Advisors
Connecticut
-$238K -616 Closed
ZIG
975
Zuckerman Investment Group
Illinois
-$237K -613 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.