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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
KFGK
976
Keystone Financial Group (Kentucky)
Kentucky
-$237K -612 Closed
CCFM
977
Clear Creek Financial Management
Washington
-$233K -603 Closed
AWM
978
Apollon Wealth Management
South Carolina
-$233K -601 Closed
SFA
979
Sequoia Financial Advisors
Ohio
-$233K -601 Closed
GAG
980
GM Advisory Group
New York
-$232K -600 Closed
LCP
981
Legacy Capital Partners
Wisconsin
-$232K -600 Closed
CIAS
982
Capital Investment Advisory Services
North Carolina
-$232K -599 Closed
Fisher Asset Management
983
Fisher Asset Management
Washington
-$231K -597 Closed
OIA
984
OneDigital Investment Advisors
Kansas
-$231K -597 Closed
SFG
985
SageGuard Financial Group
Tennessee
-$228K -588 Closed
CG
986
Colony Group
Massachusetts
-$226K -584 Closed
CFG
987
Cooper Financial Group
California
-$224K -580 Closed
CS
988
Comerica Securities
Michigan
-$224K -579 Closed
ASFA
989
All Season Financial Advisors
Colorado
-$218K -564 Closed
PAG
990
Private Advisory Group
Washington
-$217K -560 Closed
ACM
991
AlphaStar Capital Management
North Carolina
-$215K -555 Closed
GLA
992
Good Life Advisors
Pennsylvania
-$215K -555 Closed
ACM
993
Allred Capital Management
Texas
-$212K -550 Closed
MFG
994
Menard Financial Group
Texas
-$213K -550 Closed
RCAG
995
Rehmann Capital Advisory Group
Michigan
-$214K -549 Closed
MFA
996
Mayflower Financial Advisors
Massachusetts
-$212K -547 Closed
SI
997
Stephens Inc
Arkansas
-$212K -547 Closed
EWM
998
Empirical Wealth Management
Washington
-$210K -543 Closed
WJA
999
Willis Johnson & Associates
Texas
-$206K -531 Closed
RT
1000
Rockland Trust
Massachusetts
-$205K -530 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.