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LegalZoom.com

222 hedge funds and large institutions have $1.27B invested in LegalZoom.com in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+17
Holders Change %
+8.29%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.05%
New
48
Increased
76
Reduced
60
Closed
28
Calls
$5.34M
Puts
$2.43M
Net Calls
+$2.91M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
201
Osaic Holdings
Arizona
$6.79K -$30.4K -3,527 -82%
WTA
202
Washington Trust Advisors
Massachusetts
$6.04K
PAS
203
Point72 Asia (Singapore)
Singapore
$5.56K -$11.2K -1,305 -67%
CCM
204
Coldstream Capital Management
Washington
$3.71K +$3.71K +431 New
EWA
205
EverSource Wealth Advisors
Alabama
$3.65K +$3.26K +379 +842%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$3.44K
BAM
207
Bellevue Asset Management
Washington
$2.29K
QC
208
Quent Capital
New York
$2.26K
RIL
209
Rothschild Investment LLC
Illinois
$2.2K +$474 +55 +28%
CA
210
CoreCap Advisors
Michigan
$1.83K
AAP
211
Arax Advisory Partners
Colorado
$1.45K +$732 +85 +102%
IA
212
IFP Advisors
Florida
$1.21K -$60 -7 -5%
SCM
213
Sterling Capital Management
North Carolina
$1.13K +$43 +5 +4%
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$1K -$14.7K -2,459 -94%
PA
215
Parallel Advisors
California
$921 +$310 +36 +51%
S
216
SignatureFD
Georgia
$835 +$835 +97 New
WT
217
Whittier Trust
California
$808
PFBT
218
Parkside Financial Bank & Trust
Missouri
$603 +$603 +70 New
SC
219
Stephens Consulting
Michigan
$345 +$345 +40 New
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$293 -$1.72K -200 -85%
CIAM
221
Caitong International Asset Management
Hong Kong
$17 +$17 +2 New
CBA
222
Coastal Bridge Advisors
Connecticut
-$9.63M -1,282,010 Closed
Norges Bank
223
Norges Bank
Norway
-$5.77M -768,219 Closed
CFG
224
Citizens Financial Group
Rhode Island
-$4.1M -545,404 Closed
PCM
225
Pathway Capital Management
California
-$2.39M -317,862 Closed