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LivePerson
LPSN

Overview Fund Activity

67 hedge funds and large institutions have $24.9M invested in LivePerson in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
14
Reduced
18
Closed
10
Calls
$2.02M
Puts
$595K
Net Calls
+$1.43M
Net Calls Change
+$461K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$405K
2
UBS Group
2
UBS Group
Switzerland
$1.18M
3
XT
3
XTX Topco
Cayman Islands
$246K
4
HF
4
HRT Financial
New York
$198K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$79K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.77M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$694K
3
Morgan Stanley
3
Morgan Stanley
New York
$34.3K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$251K
5
GCM
5
Graham Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$70.5K 69,755 -39,856 -36%
DW
27
Dodds Wealth
Colorado
$68.1K 67,402 – –
Millennium Management
28
Millennium Management
New York
$67.4K 66,709 +24,430 +58%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$57K 56,296 +56,296 New
MAM
30
Mystic Asset Management
Rhode Island
$51.4K 50,920 – –
Wolverine Trading
31
Wolverine Trading
Illinois
$43.9K 47,243 +17,152 +57%
Raymond James Financial
32
Raymond James Financial
Florida
$43.6K 43,154 – –
LPL Financial
33
LPL Financial
California
$37K 36,600 -21 -0.1%
Morgan Stanley
34
Morgan Stanley
New York
$34.3K 33,990 -227,211 -87%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$32K 31,664 – –
RPCONE
36
Retirement Planning Company of New England
Rhode Island
$31.9K 31,543 -4,375 -12%
AAS
37
Avantax Advisory Services
Texas
$30.3K 30,006 – –
Deutsche Bank
38
Deutsche Bank
Germany
$29.7K 29,389 – –
Bank of America
39
Bank of America
North Carolina
$27.7K 27,470 -111,677 -80%
DSN
40
D. Scott Neal
Kentucky
$25.4K 25,107 – –
Mariner
41
Mariner
Kansas
$20.6K 20,397 – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$17.2K 17,000 – –
TCBWMS
43
Texas Capital Bank Wealth Management Services
Texas
$15.2K 15,000 +15,000 New
Jones Financial Companies
44
Jones Financial Companies
Missouri
$12.1K 12,989 – –
LWAM
45
Legacy Wealth Asset Management
Minnesota
$10.1K 10,015 – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$10.1K 10,000 – –
BBA
47
Baader Bank Aktiengesellschaft
Germany
$7.81K 12,516 +12,516 New
AS
48
Altshuler Shaham
Israel
$7.48K 7,783 -156 -2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$7K 6,888 – –
IA
50
IFP Advisors
Florida
$5.05K 5,000 – –
1
2
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