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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
SCA
951
STALEY CAPITAL ADVISERS
Pennsylvania
-$214K -820 Closed
LC
952
Lavaca Capital
Texas
-$212K -810 Closed
SW
953
SVB Wealth
Massachusetts
-$212K -809 Closed
LWAC
954
Laurel Wealth Advisors (California)
California
-$210K -803 Closed
GT
955
Greenleaf Trust
Michigan
-$205K -785 Closed
BDF
956
Balasa Dinverno & Foltz
-$205K -783 Closed
HIC
957
Holderness Investments Company
North Carolina
-$204K -782 Closed
BFC
958
Blue Fin Capital
Rhode Island
-$204K -781 Closed
NFC
959
Northeast Financial Consultants
Connecticut
-$204K -779 Closed
DI
960
Diligent Investors
California
-$289K -748 Closed
NIMI
961
Natixis Investment Managers International
France
-$164K -630 Closed
FCM
962
Firestone Capital Management
Florida
-$237K -612 Closed
SC
963
Shay Capital
New York
-$131K -500 Closed
MTCM
964
Mint Tower Capital Management
Netherlands
-$112K -429 Closed
GC
965
Garde Capital
Washington
-$101K -388 Closed
ED
966
Exane Derivatives
France
-$82.9K -317 Closed
NL
967
NVWM LLC
Pennsylvania
-$59K -224 Closed
EWA
968
Evolution Wealth Advisors
Florida
-$58K -221 Closed
SC
969
Saban Cheryl
-$51K -195 Closed
GRP
970
Global Retirement Partners
California
-$51K -194 Closed
CFA
971
Cahill Financial Advisors
Minnesota
-$42K -162 Closed
FMP
972
Financial Management Professionals
Texas
-$37K -140 Closed
MCM
973
MV Capital Management
Maryland
-$29K -109 Closed
ACA
974
Atlas Capital Advisors
Wyoming
-$26.1K -100 Closed
GCM
975
Gables Capital Management
Florida
-$26K -100 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.