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Lemonade

294 hedge funds and large institutions have $2.36B invested in Lemonade in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 92 increasing their positions, 76 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more call options, than puts

Call options by funds: $256M | Put options by funds: $235M

1.71% less ownership

Funds ownership: 61.42%59.71% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$44.5M
2 +$32.7M
3 +$27.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$25.2M
5
BlackRock
BlackRock
New York
+$16.5M

Top Sellers

1 -$128M
2 -$32.6M
3 -$27.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
226
Heritage Wealth Advisors
Virginia
$14.7K
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$13.7K
CA
228
Clearstead Advisors
Ohio
$13.4K
Comerica Bank
229
Comerica Bank
Texas
$12.7K
PA
230
Parallel Advisors
California
$12.3K
RFP
231
Root Financial Partners
California
$11.9K
Mirae Asset Global Investments
232
Mirae Asset Global Investments
South Korea
$11.8K
EWA
233
EverSource Wealth Advisors
Alabama
$10.5K
VCM
234
Versant Capital Management
Arizona
$9.37K
Bessemer Group
235
Bessemer Group
New Jersey
$9K
MSG
236
Main Street Group
Virginia
$8.03K
GWSG
237
GPS Wealth Strategies Group
Colorado
$7.66K
AIC
238
Archer Investment Corporation
Indiana
$7.66K
MCM
239
MAI Capital Management
Ohio
$7.5K
SCM
240
Sterling Capital Management
North Carolina
$7.23K
DWM
241
Dogwood Wealth Management
Kansas
$6.91K
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$6.37K
PWMG
243
Private Wealth Management Group
New Jersey
$6.32K
SS
244
Sunbelt Securities
Texas
$5.83K
TC
245
Truvestments Capital
Florida
$5.73K
CB
246
CNB Bank
Pennsylvania
$5.35K
OPTFSNA
247
Old Point Trust & Financial Services N A
Virginia
$5.35K
FMB
248
Field & Main Bank
Kentucky
$5.35K
SIS
249
Sound Income Strategies
Florida
$5.35K
OP
250
ORG Partners
Indiana
$5.03K