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LegalZoom.com

224 hedge funds and large institutions have $1.28B invested in LegalZoom.com in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $5.33M | Put options by funds: $2.43M

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

19% more capital invested

Capital invested by funds: $1.07B → $1.28B (+$203M)

9% more funds holding

Funds holding: 205224 (+19)

1.45% more ownership

Funds ownership: 82.8%84.25% (+1.5%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
49
Increased
76
Reduced
61
Closed
28
Calls
$5.33M
Puts
$2.43M
Net Calls
+$2.91M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
101
Summit Trail Advisors
New York
$637K +$3.94K +440 +0.6%
IMC Chicago
102
IMC Chicago
Illinois
$626K +$4.85K +542 +0.8%
AWA
103
Arkadios Wealth Advisors
Georgia
$603K +$627K +70,076 New
Group One Trading
104
Group One Trading
Illinois
$598K -$2.92M -326,050 -82%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$596K +$35.1K +3,926 +6%
JG
106
Jain Global
New York
$582K +$605K +67,624 New
Aviva
107
Aviva
United Kingdom
$577K -$87.1K -9,732 -13%
PTC
108
Petrus Trust Company
Texas
$566K +$588K +65,689 New
SO
109
STRS Ohio
Ohio
$552K
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$546K +$14K +1,563 +3%
CF
111
Corebridge Financial
Texas
$532K -$17.3K -1,928 -3%
Wells Fargo
112
Wells Fargo
California
$519K +$3.39K +379 +0.6%
SSA
113
Schonfeld Strategic Advisors
New York
$487K +$506K +56,570 New
Empower Advisory Group
114
Empower Advisory Group
Colorado
$486K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$446K +$398K +44,484 +608%
Fuller & Thaler Asset Management
116
Fuller & Thaler Asset Management
California
$441K +$459K +51,215 New
DTL
117
Dynamic Technology Lab
Singapore
$431K +$86.3K +9,635 +24%
ICM
118
III Capital Management
Florida
$431K +$448K +50,000 New
Allianz Asset Management
119
Allianz Asset Management
Germany
$423K
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$421K
Mariner
121
Mariner
Kansas
$415K +$32K +3,579 +8%
AWM
122
Accurate Wealth Management
Florida
$406K +$510K +56,916 New
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$403K +$147K +16,430 +54%
Cerity Partners
124
Cerity Partners
New York
$398K +$271K +30,266 +190%
Canada Life
125
Canada Life
Manitoba, Canada
$390K