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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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$4.77M +$700K +2,976 +13%
MIC
202
Maxi Investments CY
Cyprus
$4.65M +$5.94M +25,275 New
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$4.59M +$1.44M +6,127 +33%
X
204
Xponance
Pennsylvania
$4.55M +$89.8K +382 +2%
MA
205
Mezzasalma Advisors
New Jersey
$4.49M -$313K -1,330 -5%
Aberdeen Group
206
Aberdeen Group
United Kingdom
$4.46M +$222K +942 +4%
VIA
207
Vident Investment Advisory
Georgia
$4.44M +$1.52M +6,453 +36%
IC
208
IEQ Capital
California
$4.38M -$842K -3,583 -13%
NAM
209
Nissay Asset Management
Japan
$4.29M +$272K +1,156 +5%
QGA
210
Q Global Advisors
Texas
$4.09M +$5.23M +22,238 New
EWA
211
Exencial Wealth Advisors
Oklahoma
$4.03M +$4.63M +19,688 +895%
AI
212
AXS Investments
New York
$4M +$5.12M +21,779 New
CC
213
Centiva Capital
New York
$3.98M -$886K -3,767 -15%
Principal Financial Group
214
Principal Financial Group
Iowa
$3.87M -$127K -539 -2%
AG
215
AIA Group
Hong Kong
$3.84M +$421K +1,790 +9%
AC
216
Allstate Corporation
Illinois
$3.75M +$4.22M +17,965 +746%
Capstone Investment Advisors
217
Capstone Investment Advisors
New York
$3.74M +$3.42M +14,555 +252%
SCM
218
Shelton Capital Management
Colorado
$3.71M +$33.2K +141 +0.7%
Lazard Asset Management
219
Lazard Asset Management
New York
$3.67M -$169K -720 -3%
JMPWA
220
JP Morgan Private Wealth Advisors
California
$3.6M +$2.14M +9,121 +87%
SLAM
221
Swiss Life Asset Management
$3.54M +$4.1M +17,445 +979%
AB
222
Amalgamated Bank
New York
$3.54M +$1.6M +6,825 +55%
CG
223
Cutler Group
California
$3.5M -$7.98M -33,921 -64%
NAMM
224
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.44M +$728K +3,095 +20%
AAF
225
Andra AP-fonden
Sweden
$3.42M +$729K +3,100 +20%

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.