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Lifestance Health

228 hedge funds and large institutions have $2.35B invested in Lifestance Health in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,469% more call options, than puts

Call options by funds: $822K | Put options by funds: $32K

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

12% more funds holding

Funds holding: 204228 (+24)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.53% less ownership

Funds ownership: 96.09%94.56% (-1.5%)

11% less capital invested

Capital invested by funds: $2.63B → $2.35B (-$283M)

Holders
228
Holders Change
+24
Holders Change %
+11.76%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
91
Reduced
54
Closed
20
Calls
$822K
Puts
$32K
Net Calls
+$790K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$956
RF
202
Rossby Financial
Florida
$892 +$974 +140 New
PFBT
203
Parkside Financial Bank & Trust
Missouri
$829
MCM
204
Manchester Capital Management
Vermont
$809
SIC
205
SJS Investment Consulting
Ohio
$752 +$619 +89 +307%
CFO
206
CVA Family Office
Colorado
$726 +$793 +114 New
BWA
207
Basecamp Wealth Advisors
Washington
$478 +$522 +75 New
TC
208
Trust Company
Kansas
$414
TPWA
209
Twin Peaks Wealth Advisors
California
$312 +$341 +49 New
DPW
210
DiNuzzo Private Wealth
Pennsylvania
$287 -$77 -11 -20%
ASN
211
Advisory Services Network
Georgia
$287 +$313 +45 New
HFS
212
Hughes Financial Services
Virginia
$255 -$633 -91 -69%
SS
213
SBI Securities
Japan
$255
AWM
214
Abound Wealth Management
Tennessee
$206
SS
215
Sunbelt Securities
Texas
$185 +$188 +27 +1,350%
TWD
216
True Wealth Design
Ohio
$166
BHWM
217
Bay Harbor Wealth Management
Maryland
$165
RWM
218
Rialto Wealth Management
New York
$160 +$49 +7 +39%
BTI
219
Blue Trust Inc
Georgia
$153 +$167 +24 New
HIA
220
HFM Investment Advisors
New Jersey
$140
SHIM
221
Stone House Investment Management
Pennsylvania
$121 +$132 +19 New
VWM
222
Vermillion Wealth Management
Minnesota
$70 +$77 +11 New
TFA
223
Transamerica Financial Advisors
Florida
$57
SAM
224
Smartleaf Asset Management
Massachusetts
$44
CW
225
Curio Wealth
Maryland
$19 +$21 +3 New