LAW icon

CS Disco
LAW

Overview Fund Activity

101 hedge funds and large institutions have $149M invested in CS Disco in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
36
Reduced
26
Closed
12
Calls
$182K
Puts
–
Net Calls
+$182K
Net Calls Change
+$100K

Top Buyers

1
TCM
1
Topline Capital Management
California
$13M
2
Millennium Management
2
Millennium Management
New York
$1.11M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$988K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.02M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$3.71M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$2.18M
2
WCA
2
Whetstone Capital Advisors
Kansas
$348K
3
Bank of America
3
Bank of America
North Carolina
$71.6K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.37M
5
Northern Trust
5
Northern Trust
Illinois
$926K
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$17.2K 3,927 -13,321 -77%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$16K 3,474 +2,032 +141%
PAS
78
Point72 Asia (Singapore)
Singapore
$15.6K 3,562 +2,806 +371%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$12K 2,769 +2,222 +406%
Legal & General Group
80
Legal & General Group
United Kingdom
$11.1K 2,547 -483 -16%
AIP
81
Ameritas Investment Partners
Nebraska
$7.29K 1,668 – –
NA
82
NewEdge Advisors
Louisiana
$6.11K 1,397 +1,397 New
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$6K 1,300 – –
FFO
84
Fortitude Family Office
Arizona
$5.98K 1,368 +1,368 New
CFG
85
Chapman Financial Group
Hawaii
$4.37K 1,000 +1,000 New
AB
86
Amalgamated Bank
New York
$4K 1,002 – –
Russell Investments Group
87
Russell Investments Group
United Kingdom
$3.15K 720 – –
Federated Hermes
88
Federated Hermes
Pennsylvania
$2.82K 646 +646 New
PD
89
Point72 (DIFC)
United Arab Emirates
$2.22K 509 +107 +27%
Osaic Holdings
90
Osaic Holdings
Arizona
$1.25K 250 – –
AAM
91
Advisors Asset Management
Colorado
$1.04K 237 +237 New
SCM
92
Sterling Capital Management
North Carolina
$1.01K 230 +24 +12%
VCM
93
Versant Capital Management
Arizona
$874 200 -2,735 -93%
TWD
94
True Wealth Design
Ohio
$826 189 +117 +163%
CIAM
95
Caitong International Asset Management
Hong Kong
$428 98 +98 New
CA
96
Clearstead Advisors
Ohio
$346 79 +79 New
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288 66 – –
Comerica Bank
98
Comerica Bank
Texas
$214 49 – –
S
99
SignatureFD
Georgia
$140 32 – –
EWA
100
EverSource Wealth Advisors
Alabama
$101 23 +23 New
1 2 3
4
5