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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 %
VC
1
Voss Capital
Texas
$23.8M +$4.5M +198,789 +23%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.1M +$1.45M +63,790 +8%
GKIM
3
GW&K Investment Management
Massachusetts
$15.4M -$165K -7,300 -1%
AR
4
Advisory Research
Illinois
$14.9M +$486K +21,455 +3%
BlackRock
5
BlackRock
New York
$12.7M -$2.47M -108,932 -16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.1M -$3.82M -168,772 -26%
Ameriprise
7
Ameriprise
Minnesota
$10.3M -$56.5K -2,495 -0.5%
PAIM
8
Punch & Associates Investment Management
Minnesota
$9.51M
RA
9
Royce & Associates
New York
$7.48M +$272K +12,000 +4%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$6.13M +$515K +22,720 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.54M -$683K -30,145 -11%
State Street
12
State Street
Massachusetts
$5.33M +$288K +12,697 +6%
RR
13
Robotti Robert
$5.05M +$35.4K +1,563 +0.7%
BA
14
Bard Associates
Illinois
$4.22M -$282K -12,444 -6%
Boston Partners
15
Boston Partners
Massachusetts
$2.92M +$291K +12,848 +11%
Cerity Partners
16
Cerity Partners
New York
$2.66M -$7.8K -344 -0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.61M +$219K +9,662 +9%
MIM
18
Meixler Investment Management
Arizona
$2.46M +$184K +8,106 +8%
American Century Companies
19
American Century Companies
Missouri
$2.27M +$425K +18,749 +23%
VIM
20
Villanova Investment Management
Pennsylvania
$2.11M +$1.37M +60,546 +186%
BL
21
BFSG LLC
California
$2.04M +$21K +925 +1%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.93M +$574K +25,313 +42%
Charles Schwab
23
Charles Schwab
California
$1.9M -$141K -6,207 -7%
Northern Trust
24
Northern Trust
Illinois
$1.88M -$392K -17,287 -17%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$1.72M -$65.7K -2,900 -4%