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Lemonade

344 hedge funds and large institutions have $2.7B invested in Lemonade in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.46% less ownership

Funds ownership: 59.27%56.81% (-2.5%)

11% less call options, than puts

Call options by funds: $249M | Put options by funds: $280M

15% less capital invested

Capital invested by funds: $3.18B → $2.7B (-$480M)

Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$249M
Puts
$280M
Net Calls
Net Calls Change

Top Sellers

1 -$97.9M
2 -$86M
3 -$65.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$56.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$30M
Name Holding Trade Value Shares
Change
Change in
Stake
WVP
201
Worth Venture Partners
New Jersey
$316K
FP
202
Fiduciary Planning
Florida
$310K
Corient Private Wealth
203
Corient Private Wealth
Florida
$306K
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$304K
AWP
205
Ascent Wealth Partners
New York
$299K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$296K
Principal Financial Group
207
Principal Financial Group
Iowa
$279K
JG
208
Jain Global
New York
$279K
TSS
209
Two Sigma Securities
New York
$270K
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$269K
TRCT
211
Tower Research Capital (TRC)
New York
$263K
IWM
212
IHT Wealth Management
Illinois
$261K
MP
213
Mangrove Partners
Connecticut
$255K
PWP
214
Pursue Wealth Partners
California
$253K
TWC
215
TD Waterhouse Canada
Ontario, Canada
$245K
Envestnet Asset Management
216
Envestnet Asset Management
Illinois
$245K
VPIM
217
Vanguard Personalized Indexing Management
California
$243K
SLAM
218
Swiss Life Asset Management
$243K
JFG
219
Jefferies Financial Group
New York
$237K
M&T Bank
220
M&T Bank
New York
$232K
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$231K
AWAG
222
ARS Wealth Advisors Group
Florida
$228K
OIA
223
OneDigital Investment Advisors
Kansas
$225K
GI
224
GAMMA Investing
California
$214K
KWM
225
Kingsview Wealth Management
Oregon
$213K