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LivePerson

41 hedge funds and large institutions have $6.58M invested in LivePerson in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

488% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $587K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.31% more ownership

Funds ownership: 21.08%21.39% (+0.31%)

0% more funds holding

Funds holding: 4141 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

32% less capital invested

Capital invested by funds: $9.69M → $6.58M (-$3.11M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
9
Closed
10
Calls
$3.45M
Puts
$587K
Net Calls
+$2.86M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
VGA
26
Vanguard Global Advisers
Pennsylvania
$4.35K +$5.19K +1,706 New
Morgan Stanley
27
Morgan Stanley
New York
$1.19K +$3 +1 +0.2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.17K
Jones Financial Companies
29
Jones Financial Companies
Missouri
$788
RWM
30
Rialto Wealth Management
New York
$467 +$557 +183 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$186 +$33 +11 +18%
Osaic Holdings
32
Osaic Holdings
Arizona
$66 -$110 -36 -58%
MAM
33
Morse Asset Management
Connecticut
$41
SS
34
SBI Securities
Japan
$28 +$6 +2 +22%
US Bancorp
35
US Bancorp
Minnesota
$10
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10 +$12 +4 New
Wells Fargo
37
Wells Fargo
California
$8
AF
38
Allworth Financial
California
$6
AS
39
Altshuler Shaham
Israel
$5 -$1.57K -517 -100%
CIAM
40
Caitong International Asset Management
Hong Kong
$5 +$6 +2 New
QC
41
Quadrature Capital
United Kingdom
-$253K -65,259 Closed
XT
42
XTX Topco
Cayman Islands
-$77.9K -20,123 Closed
AG
43
Algert Global
California
-$78K -20,095 Closed
IA
44
IFP Advisors
Florida
-$33.1K -5,333 Closed
Bank of America
45
Bank of America
North Carolina
-$1.77K -458 Closed
AA
46
Ancora Advisors
Ohio
-$240 -62 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
-$116 -38 -36%
Barclays
48
Barclays
United Kingdom
-$101 -26 Closed
DB
49
Danske Bank
Denmark
-$58 -15 Closed
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
-$4 -1 Closed