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CS Disco
LAW

Overview Fund Activity

103 hedge funds and large institutions have $150M invested in CS Disco in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.38%
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
27
Closed
12
Calls
$182K
Puts
–
Net Calls
+$182K
Net Calls Change
+$100K

Top Buyers

1
TCM
Topline Capital Management
California
+$5.16M
2
Millennium Management
Millennium Management
New York
+$998K
3
MGIA
Moneta Group Investment Advisors
Missouri
+$988K
4
Citadel Advisors
Citadel Advisors
Florida
+$699K
5
ACH
ArrowMark Colorado Holdings
Colorado
+$563K

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$4.24M
2
WCA
Whetstone Capital Advisors
Kansas
-$465K
3
Bank of America
Bank of America
North Carolina
-$353K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$275K
5
Northern Trust
Northern Trust
Illinois
-$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$17.2K -$58.2K -13,321 -77%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$16K +$9.36K +2,032 +141%
PAS
78
Point72 Asia (Singapore)
Singapore
$15.6K +$12.3K +2,806 +371%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$12K +$9.63K +2,222 +406%
Legal & General Group
80
Legal & General Group
United Kingdom
$11.1K -$2.11K -483 -16%
AIP
81
Ameritas Investment Partners
Nebraska
$7.29K – – –
NA
82
NewEdge Advisors
Louisiana
$6.11K +$6.11K +1,397 New
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$6K – – –
FFO
84
Fortitude Family Office
Arizona
$5.98K +$5.98K +1,368 New
CFG
85
Chapman Financial Group
Hawaii
$4.37K +$4.37K +1,000 New
AB
86
Amalgamated Bank
New York
$4K – – –
Russell Investments Group
87
Russell Investments Group
United Kingdom
$3.15K – – –
Federated Hermes
88
Federated Hermes
Pennsylvania
$2.82K +$2.82K +646 New
PD
89
Point72 (DIFC)
United Arab Emirates
$2.22K +$468 +107 +27%
Osaic Holdings
90
Osaic Holdings
Arizona
$1.25K – – –
AAM
91
Advisors Asset Management
Colorado
$1.04K +$1.04K +237 New
SCM
92
Sterling Capital Management
North Carolina
$1.01K +$105 +24 +12%
VCM
93
Versant Capital Management
Arizona
$874 -$12K -2,735 -93%
TWD
94
True Wealth Design
Ohio
$826 +$511 +117 +163%
CIAM
95
Caitong International Asset Management
Hong Kong
$428 +$428 +98 New
CA
96
Clearstead Advisors
Ohio
$346 +$346 +79 New
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288 – – –
Comerica Bank
98
Comerica Bank
Texas
$214 – – –
S
99
SignatureFD
Georgia
$140 – – –
EWA
100
EverSource Wealth Advisors
Alabama
$101 +$101 +23 New
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