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Legacy Housing

116 hedge funds and large institutions have $208M invested in Legacy Housing in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
36
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
126
SVB Wealth
Massachusetts
-$1.82K -72 Closed
CPG
127
Cornerstone Planning Group
New Jersey
-$443 -18 Closed
IA
128
IFP Advisors
Florida
-$50 -2 Closed