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LifeVantage

78 hedge funds and large institutions have $72.9M invested in LifeVantage in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $123K

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

59% more capital invested

Capital invested by funds: $45.7M → $72.9M (+$27.2M)

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

13% more funds holding

Funds holding: 6978 (+9)

2.46% more ownership

Funds ownership: 30.74%33.2% (+2.5%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
14
Closed
7
Calls
$2.21M
Puts
$123K
Net Calls
+$2.09M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$25K
SS
52
SBI Securities
Japan
$21.6K +$17.3K +1,232 New
JP Morgan Chase
53
JP Morgan Chase
New York
$17.5K
Lazard Asset Management
54
Lazard Asset Management
New York
$17K +$14K +999 New
PWA
55
Physician Wealth Advisors
Utah
$16.7K +$13.3K +952 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$14.8K +$2K +143 +20%
TRCT
57
Tower Research Capital (TRC)
New York
$12.5K -$2.78K -198 -22%
UBS Group
58
UBS Group
Switzerland
$12.4K +$9.6K +685 +3,262%
SIS
59
Sound Income Strategies
Florida
$11.6K +$28 +2 +0.3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$9.75K
IA
61
IFP Advisors
Florida
$7.01K
HI
62
Harbour Investments
Wisconsin
$6.57K
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$4.05K
NA
64
NewEdge Advisors
Louisiana
$3.87K -$317K -22,635 -99%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$3.51K
PA
66
Parallel Advisors
California
$3.51K
BCMLT
67
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.08K
CA
68
Crewe Advisors
Utah
$2.51K
TCM
69
TruNorth Capital Management
Michigan
$2.51K
Bank of America
70
Bank of America
North Carolina
$2.3K -$3.83K -273 -68%
EWA
71
EverSource Wealth Advisors
Alabama
$2.06K +$14 +1 +0.9%
RF
72
Robinswood Financial
Washington
$1.92K
PCM
73
Perritt Capital Management
Illinois
$1.75K +$1.4K +100 New
EFP
74
EnRich Financial Partners
Wisconsin
$508
PS
75
Principal Securities
Iowa
$508

LFVN Hedge Fund Activity: Q4 2024 in Review

78 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q4 2024, worth a combined $72.9M — up 59% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LFVN positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.22M. The largest seller was Capital Management, cutting an estimated $1.66M.

  • 78 institutional investors held LifeVantage (LFVN) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $72.9M of LifeVantage stock for Q4 2024, up 59% quarter-over-quarter.
  • 16 funds opened new LifeVantage positions in Q4 2024 and 7 closed out, a net change of +9 holders.
  • The largest LifeVantage buyer in Q4 2024 was LPL Financial, an estimated $2.22M added.
  • The largest LifeVantage seller in Q4 2024 was Capital Management, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2024.