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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
Comerica Bank
201
Comerica Bank
Texas
$9.01K
Optiver Holding
202
Optiver Holding
Netherlands
$8.23K +$2.4K +268 +39%
Osaic Holdings
203
Osaic Holdings
Arizona
$6.79K -$31.6K -3,527 -82%
WTA
204
Washington Trust Advisors
Massachusetts
$6.04K
PAS
205
Point72 Asia (Singapore)
Singapore
$5.56K -$11.7K -1,305 -67%
CCM
206
Coldstream Capital Management
Washington
$3.71K +$3.86K +431 New
EWA
207
EverSource Wealth Advisors
Alabama
$3.65K +$3.39K +379 +842%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$3.44K
BAM
209
Bellevue Asset Management
Washington
$2.29K
QC
210
Quent Capital
New York
$2.26K
RIL
211
Rothschild Investment LLC
Illinois
$2.2K +$492 +55 +28%
CA
212
CoreCap Advisors
Michigan
$1.82K
AAP
213
Arax Advisory Partners
Colorado
$1.45K +$761 +85 +102%
IA
214
IFP Advisors
Florida
$1.21K -$63 -7 -5%
SCM
215
Sterling Capital Management
North Carolina
$1.13K +$45 +5 +4%
Royal Bank of Canada
216
Royal Bank of Canada
Ontario, Canada
$1K -$22K -2,459 -94%
PA
217
Parallel Advisors
California
$921 +$322 +36 +51%
S
218
SignatureFD
Georgia
$835 +$868 +97 New
WT
219
Whittier Trust
California
$808
PFBT
220
Parkside Financial Bank & Trust
Missouri
$603 +$627 +70 New
SC
221
Stephens Consulting
Michigan
$345 +$358 +40 New
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$293 -$1.79K -200 -85%
CIAM
223
Caitong International Asset Management
Hong Kong
$17 +$18 +2 New
CBA
224
Coastal Bridge Advisors
Connecticut
-$9.63M -1,282,010 Closed
CFG
225
Citizens Financial Group
Rhode Island
-$4.1M -545,404 Closed