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937 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 356 increasing their positions, 277 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 150

29% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 277

6% more funds holding

Funds holding: 886937 (+51)

0.32% more ownership

Funds ownership: 57.69%58.01% (+0.32%)

22% less funds holding in top 10

Funds holding in top 10: 4535 (-10)

23% less call options, than puts

Call options by funds: $4.3B | Put options by funds: $5.55B

26% less capital invested

Capital invested by funds: $52.8B → $39B (-$13.7B)

Holders
937
Holders Change
+51
Holders Change %
+5.76%
% of All Funds
16.58%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
212
Increased
356
Reduced
277
Closed
150
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1001
IPG Investment Advisors
California
-$321K -683 Closed
RWA
1002
Redhawk Wealth Advisors
Minnesota
-$320K -680 Closed
Walleye Capital
1003
Walleye Capital
New York
-$319K -679 Closed
EH
1004
Equitable Holdings
New York
-$318K -677 Closed
GP
1005
Girard Partners
Pennsylvania
-$307K -655 Closed
HCM
1006
Hodges Capital Management
Texas
-$306K -650 Closed
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
-$301K -640 Closed
AP
1008
Appleton Partners
Massachusetts
-$300K -639 Closed
RCM
1009
RB Capital Management
Nevada
-$307K -633 Closed
Financial Engines Advisors
1010
Financial Engines Advisors
California
-$297K -631 Closed
WA
1011
Wealth Architects
California
-$294K -625 Closed
LW
1012
Linscomb Wealth
Texas
-$291K -619 Closed
WJWM
1013
Williams Jones Wealth Management
New York
-$284K -605 Closed
DR
1014
Davis Rea
Ontario, Canada
-$282K -600 Closed
PAA
1015
Peregrine Asset Advisers
Oregon
-$275K -584 Closed
9WM
1016
9258 Wealth Management
Ohio
-$262K -569 Closed
PAG
1017
Private Advisory Group
Washington
-$263K -560 Closed
PPP
1018
Private Portfolio Partners
New Jersey
-$263K -560 Closed
SB
1019
Strategic Blueprint
Georgia
-$263K -559 Closed
CWM
1020
Cordatus Wealth Management
Pennsylvania
-$259K -550 Closed
HWA
1021
HCR Wealth Advisors
California
-$263K -545 Closed
RIA
1022
Realta Investment Advisors
Delaware
-$256K -545 Closed
WSTAM
1023
Wilbanks Smith & Thomas Asset Management
Virginia
-$255K -542 Closed
MGIA
1024
Moneta Group Investment Advisors
Missouri
-$253K -538 Closed
RWB
1025
RMR Wealth Builders
New Jersey
-$250K -532 Closed

ZM Hedge Fund Activity: Q4 2020 in Review

937 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zoom (ZM) for Q4 2020, worth a combined $39B — down 26% from $52.8B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new ZM positions and 150 closed out — a net gain of 62 holders — while 356 added to existing stakes and 277 trimmed.

The largest buyer was BlackRock, adding an estimated $804M. The largest seller was SB Management, exiting entirely with an estimated $1.8B sold.

  • 937 institutional investors held Zoom (ZM) as of Q4 2020, up from 886 in Q3 2020.
  • Funds reported $39B of Zoom stock for Q4 2020, down 26% quarter-over-quarter.
  • 212 funds opened new Zoom positions in Q4 2020 and 150 closed out, a net change of +62 holders.
  • The largest Zoom buyer in Q4 2020 was BlackRock, an estimated $804M added.
  • The largest Zoom seller in Q4 2020 was SB Management, an estimated $1.8B sold.

Based on aggregated 13F filings for Q4 2020.