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LegalZoom.com

236 hedge funds and large institutions have $936M invested in LegalZoom.com in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

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 → $936M (-$641M)

Holders
236
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
$7.61M
Puts
$2.23M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$9.84K
VCM
202
Versant Capital Management
Arizona
$9.83K
UB
203
UMB Bank
Missouri
$9.37K
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$9.3K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$8.75K
EP
206
Essential Partners
California
$8.11K
AF
207
Allworth Financial
California
$8.01K
PIS
208
POM Investment Strategies
North Carolina
$7.81K
AAP
209
Arax Advisory Partners
Colorado
$6.7K
FFA
210
Farther Finance Advisors
California
$6.44K
Group One Trading
211
Group One Trading
Illinois
$5.86K
SS
212
SBI Securities
Japan
$5.34K
SCM
213
Sterling Capital Management
North Carolina
$4.58K
RIL
214
Rothschild Investment LLC
Illinois
$4.1K
SAM
215
Smartleaf Asset Management
Massachusetts
$4.01K
Optiver Holding
216
Optiver Holding
Netherlands
$2.78K
IA
217
IFP Advisors
Florida
$2.75K
WPA
218
Wealth Preservation Advisors
Tennessee
$2.53K
CIAM
219
Caitong International Asset Management
Hong Kong
$2.34K
S
220
SignatureFD
Georgia
$2.17K
US Bancorp
221
US Bancorp
Minnesota
$1.94K
TWD
222
True Wealth Design
Ohio
$1.79K
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.29K
BWA
224
Basecamp Wealth Advisors
Washington
$1.22K
PWA
225
Physician Wealth Advisors
Utah
$1.03K