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LivePerson

68 hedge funds and large institutions have $25.2M invested in LivePerson in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.91%
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
19
Closed
10
Calls
$2.39M
Puts
$739K
Net Calls
+$1.65M
Net Calls Change
+$690K
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$74.1K
Invesco
27
Invesco
Georgia
$70.5K -$40.3K -39,856 -36%
DW
28
Dodds Wealth
Colorado
$68.1K
Millennium Management
29
Millennium Management
New York
$67.4K +$24.7K +24,430 +58%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$57K +$57K +56,296 New
MAM
31
Mystic Asset Management
Rhode Island
$51.4K
Wolverine Trading
32
Wolverine Trading
Illinois
$43.9K +$16K +17,152 +57%
Raymond James Financial
33
Raymond James Financial
Florida
$43.6K
LPL Financial
34
LPL Financial
California
$37K -$21 -21 -0.1%
Morgan Stanley
35
Morgan Stanley
New York
$34.3K -$229K -227,211 -87%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$32K
RPCONE
37
Retirement Planning Company of New England
Rhode Island
$31.9K -$4.42K -4,375 -12%
AAS
38
Avantax Advisory Services
Texas
$30.3K
Deutsche Bank
39
Deutsche Bank
Germany
$29.7K
Bank of America
40
Bank of America
North Carolina
$27.7K -$113K -111,677 -80%
DSN
41
D. Scott Neal
Kentucky
$25.4K
Mariner
42
Mariner
Kansas
$20.6K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$17.2K
TCBWMS
44
Texas Capital Bank Wealth Management Services
Texas
$15.2K +$15.2K +15,000 New
Jones Financial Companies
45
Jones Financial Companies
Missouri
$12.1K
LWAM
46
Legacy Wealth Asset Management
Minnesota
$10.1K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$10.1K
BBA
48
Baader Bank Aktiengesellschaft
Germany
$7.81K +$7.81K +12,516 New
AS
49
Altshuler Shaham
Israel
$7.48K -$150 -156 -2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$7K