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LivePerson

67 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

224% more call options, than puts

Call options by funds: $2.39M | Put options by funds: $739K

15% more capital invested

Capital invested by funds: $21.9M → $25.2M (+$3.32M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 2%1.77% (-0.23%)

4% less funds holding

Funds holding: 7067 (-3)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
0.88%
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
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$74.1K
Invesco
27
Invesco
Georgia
$70.5K -$31.4K -2,657 -36%
DW
28
Dodds Wealth
Colorado
$68.1K
Millennium Management
29
Millennium Management
New York
$67.4K +$19.3K +1,628 +58%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$57K +$44.4K +3,753 New
MAM
31
Mystic Asset Management
Rhode Island
$51.4K
Wolverine Trading
32
Wolverine Trading
Illinois
$43.9K +$13.5K +1,144 +57%
Raymond James Financial
33
Raymond James Financial
Florida
$43.6K
LPL Financial
34
LPL Financial
California
$37K -$12 -1 -0%
Morgan Stanley
35
Morgan Stanley
New York
$34.3K -$179K -15,147 -87%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$32K
RPCONE
37
Retirement Planning Company of New England
Rhode Island
$31.9K -$3.45K -292 -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 -$88K -7,445 -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 +$11.8K +1,000 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 +$9.86K +834 New
AS
49
Altshuler Shaham
Israel
$7.48K -$118 -10 -2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$7K

LPSN Hedge Fund Activity: Q2 2025 in Review

67 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q2 2025, worth a combined $25.2M — up 15% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LPSN and 7 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $316K. The largest seller was Vanguard Group, cutting an estimated $1.41M.

  • 67 institutional investors held LivePerson (LPSN) as of Q2 2025, down from 70 in Q1 2025.
  • Funds reported $25.2M of LivePerson stock for Q2 2025, up 15% quarter-over-quarter.
  • 7 funds opened new LivePerson positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest LivePerson buyer in Q2 2025 was Citadel Advisors, an estimated $316K added.
  • The largest LivePerson seller in Q2 2025 was Vanguard Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q2 2025.