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LGN

Legence Corp

169 hedge funds and large institutions have $3.09B invested in Legence Corp in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

367% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 21

78% more funds holding

Funds holding: 95169 (+74)

63% more capital invested

Capital invested by funds: $1.9B → $3.09B (+$1.19B)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

10.23% more ownership

Funds ownership: 112.06%122.3% (+10%)

Holders
169
Holders Change
+74
Holders Change %
+77.89%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.06%
New
98
Increased
38
Reduced
29
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Sterling Capital Management
North Carolina
$45.8K +$42.1K +1,064 New
AssetMark Inc
152
AssetMark Inc
California
$31K +$28.5K +720 New
HNB
153
Huntington National Bank
Ohio
$22.1K +$20.3K +513 New
MA
154
MCF Advisors
Kentucky
$13.3K +$4.23K +107 +53%
CIAM
155
Caitong International Asset Management
Hong Kong
$10.7K +$9.8K +248 New
FHC
156
First Horizon Corporation
Tennessee
$9.25K +$3.72K +94 +78%
GI
157
GAMMA Investing
California
$4.91K +$4.51K +114 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$3.57K +$3.28K +83 New
SHIM
159
Stone House Investment Management
Pennsylvania
$3.44K
Osaic Holdings
160
Osaic Holdings
Arizona
$2.93K +$2.69K +68 New
OP
161
ORG Partners
Indiana
$2.58K +$2.37K +60 New
IA
162
IFP Advisors
Florida
$2.15K
AAP
163
Arax Advisory Partners
Colorado
$1.89K +$1.74K +44 New
AF
164
Allworth Financial
California
$1.46K +$1.34K +34 New
PWA
165
Physician Wealth Advisors
Utah
$646
BIM
166
Breakwater Investment Management
Washington
$474 +$435 +11 New
MCM
167
MAI Capital Management
Ohio
$431 +$395 +10 New
RIL
168
Rothschild Investment LLC
Illinois
$215 +$198 +5 New
SS
169
SBI Securities
Japan
$129 +$119 +3 New
Adage Capital Partners
170
Adage Capital Partners
Massachusetts
-$32.3M -1,047,148 Closed
ZP
171
Zimmer Partners
New York
-$18.5M -600,000 Closed
Millennium Management
172
Millennium Management
New York
-$8.56M -277,893 Closed
SC
173
Sculptor Capital
New York
-$8.34M -270,705 Closed
Verition Fund Management
174
Verition Fund Management
Connecticut
-$6.41M -208,000 Closed
OCM
175
Oaktree Capital Management
California
-$5.39M -175,000 Closed

LGN Hedge Fund Activity: Q4 2025 in Review

169 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Legence Corp (LGN) for Q4 2025, worth a combined $3.09B — up 63% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new LGN positions and 21 closed out — a net gain of 77 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $98.1M. The largest seller was Blackstone Inc, cutting an estimated $127M.

  • 169 institutional investors held Legence Corp (LGN) as of Q4 2025, up from 95 in Q3 2025.
  • Funds reported $3.09B of Legence Corp stock for Q4 2025, up 63% quarter-over-quarter.
  • 98 funds opened new Legence Corp positions in Q4 2025 and 21 closed out, a net change of +77 holders.
  • The largest Legence Corp buyer in Q4 2025 was BlackRock, an estimated $98.1M added.
  • The largest Legence Corp seller in Q4 2025 was Blackstone Inc, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2025.