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LifeVantage

106 hedge funds and large institutions have $93.9M invested in LifeVantage in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

63% more call options, than puts

Call options by funds: $379K | Put options by funds: $233K

36% more funds holding

Funds holding: 78106 (+28)

29% more capital invested

Capital invested by funds: $72.9M → $93.9M (+$21M)

18.15% more ownership

Funds ownership: 33.2%51.34% (+18%)

Holders
106
Holders Change
+28
Holders Change %
+35.9%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
31
Reduced
16
Closed
8
Calls
$379K
Puts
$233K
Net Calls
+$146K
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
Hantz Financial Services
Michigan
$207K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$188K +$45.7K +2,421 +23%
XT
53
XTX Topco
Cayman Islands
$186K +$240K +12,749 New
Marshall Wace
54
Marshall Wace
United Kingdom
$185K +$239K +12,660 New
SOW
55
State of Wyoming
Wyoming
$173K +$224K +11,871 New
Morgan Stanley
56
Morgan Stanley
New York
$170K -$39.6K -2,102 -15%
NEPPG
57
New England Professional Planning Group
Rhode Island
$165K +$509 +27 +0.2%
SEI Investments
58
SEI Investments
Pennsylvania
$160K +$207K +10,950 New
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$156K +$202K +10,731 New
CGIM
60
Cannon Global Investment Management
Florida
$156K +$202K +10,700 New
JG
61
Jain Global
New York
$155K +$201K +10,640 New
Brown Advisory
62
Brown Advisory
Maryland
$150K +$194K +10,301 New
CSS
63
Cubist Systematic Strategies
Connecticut
$97.1K +$126K +6,662 New
PAS
64
Point72 Asia (Singapore)
Singapore
$71.3K +$92.2K +4,890 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$62K
AA
66
Ancora Advisors
Ohio
$61.5K -$1.15M -60,715 -94%
CCM
67
Copeland Capital Management
Pennsylvania
$57.4K +$3.87K +205 +5%
TWC
68
TD Waterhouse Canada
Ontario, Canada
$51.5K
Group One Trading
69
Group One Trading
Illinois
$51K +$66K +3,497 New
Lazard Asset Management
70
Lazard Asset Management
New York
$37K +$29.8K +1,581 +158%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$35.3K +$42.4K +2,250 +1,125%
SJIM
72
St. Johns Investment Management
Florida
$30.3K
BTI
73
Blue Trust Inc
Georgia
$24.6K
Osaic Holdings
74
Osaic Holdings
Arizona
$23.6K -$7.54K -400 -20%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$23K

LFVN Hedge Fund Activity: Q1 2025 in Review

106 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LifeVantage (LFVN) for Q1 2025, worth a combined $93.9M — up 29% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LFVN positions and 8 closed out — a net gain of 28 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $8.67M. The largest seller was LPL Financial, exiting entirely with an estimated $3.7M sold.

  • 106 institutional investors held LifeVantage (LFVN) as of Q1 2025, up from 78 in Q4 2024.
  • Funds reported $93.9M of LifeVantage stock for Q1 2025, up 29% quarter-over-quarter.
  • 36 funds opened new LifeVantage positions in Q1 2025 and 8 closed out, a net change of +28 holders.
  • The largest LifeVantage buyer in Q1 2025 was Driehaus Capital Management, an estimated $8.67M added.
  • The largest LifeVantage seller in Q1 2025 was LPL Financial, an estimated $3.7M sold.

Based on aggregated 13F filings for Q1 2025.