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LegalZoom.com

237 hedge funds and large institutions have $937M invested in LegalZoom.com in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $7.61M | Put options by funds: $2.23M

12% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 57

5.85% more ownership

Funds ownership: 89.59%95.44% (+5.9%)

1% more funds holding

Funds holding: 235237 (+2)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less capital invested

Capital invested by funds: $1.58B → $937M (-$641M)

Holders
237
Holders Change
+2
Holders Change %
+0.85%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
64
Increased
74
Reduced
77
Closed
57
Calls
$7.61M
Puts
$2.23M
Net Calls
+$5.38M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
101
Kazazian Asset Management
Florida
$549K +$203K +26,783 +38%
SG Americas Securities
102
SG Americas Securities
New York
$537K -$3.33M -439,441 -82%
Two Sigma Investments
103
Two Sigma Investments
New York
$506K +$677K +89,200 New
BPA
104
Beacon Pointe Advisors
California
$489K -$913K -120,311 -58%
UWS
105
Unique Wealth Strategies
Illinois
$461K +$617K +81,379 New
AP
106
Antipodes Partners
Australia
$455K +$609K +80,268 New
LIP
107
Lighthouse Investment Partners
Florida
$444K +$594K +78,280 New
AWM
108
Accurate Wealth Management
Florida
$441K +$130K +17,165 +28%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$436K +$584K +76,911 New
STA
110
Summit Trail Advisors
New York
$436K -$524 -69 -0.1%
Creative Planning
111
Creative Planning
Kansas
$430K +$216K +28,468 +60%
AWA
112
Arkadios Wealth Advisors
Georgia
$424K +$30K +3,953 +6%
MIM
113
MetLife Investment Management
New Jersey
$404K
Squarepoint
114
Squarepoint
New York
$393K -$1.23M -161,499 -70%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$390K +$522K +68,819 New
Marshall Wace
116
Marshall Wace
United Kingdom
$387K +$518K +68,225 New
Cerity Partners
117
Cerity Partners
New York
$385K -$310K -40,820 -38%
IMRF
118
Illinois Municipal Retirement Fund
Illinois
$374K +$501K +65,983 New
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
$355K -$3.29M -433,016 -87%
AC
120
AXQ Capital
New Jersey
$346K +$463K +60,992 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$342K -$718K -94,586 -61%
Mirae Asset Global ETFs Holdings
122
Mirae Asset Global ETFs Holdings
Hong Kong
$332K -$5.67K -747 -1%
Empower Advisory Group
123
Empower Advisory Group
Colorado
$320K
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K -$26.8K -3,536 -6%
MFS
125
Mirabella Financial Services
United Kingdom
$300K +$111K +14,694 +39%