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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
ZCA
1001
Zeke Capital Advisors
Pennsylvania
-$205K -529 Closed
PPWP
1002
Proquility Private Wealth Partners
Nevada
-$204K -528 Closed
SFBLI
1003
Southern Farm Bureau Life Insurance
Mississippi
-$203K -525 Closed
BSW
1004
Buckingham Strategic Wealth
Missouri
-$202K -521 Closed
MOS
1005
MGO One Seven
Ohio
-$201K -520 Closed
WA
1006
Wealth Architects
California
-$201K -520 Closed
FVWA
1007
Foster Victor Wealth Advisors
South Carolina
-$199K -513 Closed
CMBA
1008
C.M. Bidwell & Associates
Hawaii
-$149K -386 Closed
TCOV
1009
Trust Company of Vermont
Vermont
-$148K -383 Closed
WAM
1010
Wolverine Asset Management
Illinois
-$145K -377 Closed
ALAM
1011
Asahi Life Asset Management
Japan
-$116K -300 Closed
PWP
1012
Personal Wealth Partners
Minnesota
-$98K -254 Closed
NICM
1013
Neo Ivy Capital Management
New York
-$75K -195 Closed
SB
1014
Strategic Blueprint
Georgia
-$57K -146 Closed
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
-$51K -131 Closed
AFG
1016
Albion Financial Group
Utah
-$39K -102 Closed
Optiver Holding
1017
Optiver Holding
Netherlands
-$27K -69 Closed
SA
1018
SRH Advisors
Kansas
-$21K -55 Closed
AIC
1019
Archer Investment Corporation
Indiana
-$12K -31 Closed
BCPWM
1020
Bradley & Co Private Wealth Management
Florida
-$12K -30 Closed
WAS
1021
Winch Advisory Services
Wisconsin
-$11K -29 Closed
SCA
1022
Stonebridge Capital Advisors
Minnesota
-$6K -20 Closed
RDWM
1023
Red Door Wealth Management
Tennessee
-$6K -18 Closed
LWANC
1024
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3K -8 Closed
RG
1025
Retirement Group
California
-$3K -7 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.