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LegalZoom.com

233 hedge funds and large institutions have $1.43B invested in LegalZoom.com in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 91 increasing their positions, 69 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

636% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.39M

32% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 69

26% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$149M)

4.09% more ownership

Funds ownership: 84.25%88.34% (+4.1%)

4% more funds holding

Funds holding: 224233 (+9)

Holders
233
Holders Change
+9
Holders Change %
+4.02%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
49
Increased
91
Reduced
69
Closed
39
Calls
$10.2M
Puts
$1.39M
Net Calls
+$8.82M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$123K +$6.3K +752 +6%
PCM
177
Polymer Capital Management
New York
$123K -$198K -23,612 -63%
CWM
178
CIBC World Markets
New York
$122K -$120K -14,330 -51%
Raymond James Financial
179
Raymond James Financial
Florida
$120K +$113K +13,521 New
PCM
180
Prelude Capital Management
New York
$113K +$107K +12,715 New
GAM
181
Gotham Asset Management
New York
$112K +$105K +12,584 New
Focus Partners Wealth
182
Focus Partners Wealth
Massachusetts
$110K +$104K +12,376 New
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$109K +$103K +12,244 New
VI
184
Versor Investments
New York
$109K +$103K +12,244 New
CIP
185
Cornerstone Investment Partners
Georgia
$109K +$42 +5 +0%
New York State Teachers Retirement System (NYSTRS)
186
New York State Teachers Retirement System (NYSTRS)
New York
$103K -$1.8K -215 -2%
AIP
187
Ameritas Investment Partners
Nebraska
$101K -$17K -2,029 -15%
XT
188
XTX Topco
Cayman Islands
$99K +$93.1K +11,110 New
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$98.2K +$92.4K +11,023 New
FPAS
190
Focus Partners Advisor Solutions
Missouri
$96.3K +$90.6K +10,813 New
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
$94.7K +$4.99K +595 +6%
Canada Pension Plan Investment Board
192
Canada Pension Plan Investment Board
Ontario, Canada
$78.4K +$73.7K +8,800 New
PAS
193
Point72 Asia (Singapore)
Singapore
$72.8K +$63K +7,524 +1,165%
SSG
194
Summit Securities Group
New York
$68K +$63.9K +7,629 New
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$54.3K
C
196
Covestor
United Kingdom
$53K +$15.4K +1,844 +46%
SAM
197
Shell Asset Management
Netherlands
$47K -$4.81K -574 -10%
AB
198
Amalgamated Bank
New York
$42K
EWA
199
EverSource Wealth Advisors
Alabama
$40.7K +$34.7K +4,140 +976%
Osaic Holdings
200
Osaic Holdings
Arizona
$40.6K +$31.6K +3,766 +477%

LZ Hedge Fund Activity: Q2 2025 in Review

233 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in LegalZoom.com (LZ) for Q2 2025, worth a combined $1.43B — up 12% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LZ positions and 39 closed out — a net gain of 10 holders — while 91 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $14.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $10.8M sold.

  • 233 institutional investors held LegalZoom.com (LZ) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.43B of LegalZoom.com stock for Q2 2025, up 12% quarter-over-quarter.
  • 49 funds opened new LegalZoom.com positions in Q2 2025 and 39 closed out, a net change of +10 holders.
  • The largest LegalZoom.com buyer in Q2 2025 was BlackRock, an estimated $14.6M added.
  • The largest LegalZoom.com seller in Q2 2025 was Driehaus Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.