We are live on ! Find out more
LGCY

Legacy Education Inc

26 hedge funds and large institutions have $26.2M invested in Legacy Education Inc in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

15% more capital invested

Capital invested by funds: $22.9M → $26.2M (+$3.33M)

7.24% more ownership

Funds ownership: 22.28%29.52% (+7.2%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
1
Holos Integrated Wealth
Pennsylvania
$7.31M +$5.65M +719,353 +240%
RA
2
Royce & Associates
New York
$5.42M +$267K +34,000 +5%
BA
3
Bard Associates
Illinois
$3.59M
KCM
4
Kennedy Capital Management
Missouri
$2.75M +$4.68K +595 +0.2%
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$1.29M +$721K +91,704 +104%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$1.21M -$280K -35,595 -17%
MHP
7
Manatuck Hill Partners
Connecticut
$717K
PAIM
8
Punch & Associates Investment Management
Minnesota
$609K +$668K +85,000 New
WPC
9
White Pine Capital
Minnesota
$579K +$239K +30,421 +60%
Renaissance Technologies
10
Renaissance Technologies
New York
$522K +$64K +8,140 +13%
Boston Partners
11
Boston Partners
Massachusetts
$429K +$177K +22,551 +60%
BlackRock
12
BlackRock
New York
$333K +$148K +18,808 +68%
Vanguard Group
13
Vanguard Group
Pennsylvania
$235K +$257K +32,756 New
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$225K +$248K +31,506 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$203K
Geode Capital Management
16
Geode Capital Management
Massachusetts
$203K +$23.4K +2,974 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$186K
OGF
18
Orin Green Financial
California
$127K +$157K +20,000 New
IA
19
IFP Advisors
Florida
$114K +$40.1K +5,100 +47%
UBS Group
20
UBS Group
Switzerland
$54.6K -$47.1K -5,987 -44%
Bank of America
21
Bank of America
North Carolina
$34.8K -$275 -35 -0.7%
Morgan Stanley
22
Morgan Stanley
New York
$20.8K +$22.8K +2,902 New
Barclays
23
Barclays
United Kingdom
$11.9K +$6.31K +803 +93%
NS
24
NBC Securities
Alabama
$7K +$7.85K +999 +99,900%
TRCT
25
Tower Research Capital (TRC)
New York
$2.06K -$28.7K -3,651 -93%

LGCY Hedge Fund Activity: Q1 2025 in Review

26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Legacy Education Inc (LGCY) for Q1 2025, worth a combined $26.2M — up 15% from $22.9M a quarter earlier.

Fund positioning in LGCY was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 5 trimmed.

The largest buyer was Holos Integrated Wealth, adding an estimated $5.65M. The largest seller was MYDA Advisors, exiting entirely with an estimated $541K sold.

  • 26 institutional investors held Legacy Education Inc (LGCY) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $26.2M of Legacy Education Inc stock for Q1 2025, up 15% quarter-over-quarter.
  • 5 funds opened new Legacy Education Inc positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest Legacy Education Inc buyer in Q1 2025 was Holos Integrated Wealth, an estimated $5.65M added.
  • The largest Legacy Education Inc seller in Q1 2025 was MYDA Advisors, an estimated $541K sold.

Based on aggregated 13F filings for Q1 2025.