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LivePerson

65 hedge funds and large institutions have $27.6M invested in LivePerson in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $900K | Put options by funds: $316K

9% more capital invested

Capital invested by funds: $25.2M → $27.6M (+$2.35M)

1.49% more ownership

Funds ownership: 1.77%3.26% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6765 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
14
Reduced
21
Closed
9
Calls
$900K
Puts
$316K
Net Calls
+$584K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$33K +$12.7K +900 +31%
MAM
27
Mystic Asset Management
Rhode Island
$29.7K
Charles Schwab
28
Charles Schwab
California
$29.2K -$328K -23,326 -87%
Citigroup
29
Citigroup
New York
$23.1K -$45.9K -3,263 -55%
LPL Financial
30
LPL Financial
California
$21.9K +$942 +67 +3%
Invesco
31
Invesco
Georgia
$20.1K -$33.1K -2,355 -51%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$19.3K +$15.1K +1,071 +95%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$18.5K
RPCONE
34
Retirement Planning Company of New England
Rhode Island
$17.7K -$1.17K -83 -4%
Deutsche Bank
35
Deutsche Bank
Germany
$17K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$17K -$24.8K -1,766 -47%
Morgan Stanley
37
Morgan Stanley
New York
$16.6K -$5.13K -365 -16%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$14.7K +$23.6K +1,681 New
DSN
39
D. Scott Neal
Kentucky
$14.6K
Two Sigma Advisers
40
Two Sigma Advisers
New York
$13.5K -$211K -15,033 -91%
TCBWMS
41
Texas Capital Bank Wealth Management Services
Texas
$11.4K +$4.22K +300 +30%
TSS
42
Two Sigma Securities
New York
$10.4K +$16.8K +1,192 New
Millennium Management
43
Millennium Management
New York
$10.4K -$45.9K -3,262 -73%
Bank of America
44
Bank of America
North Carolina
$8.26K -$12.5K -887 -48%
TRCT
45
Tower Research Capital (TRC)
New York
$7.8K +$11.4K +811 +1,014%
FIA
46
FNY Investment Advisers
New York
$7K +$12.8K +910 New
LWAM
47
Legacy Wealth Asset Management
Minnesota
$5.84K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$5.8K
AS
49
Altshuler Shaham
Israel
$4.86K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$4K

LPSN Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q3 2025, worth a combined $27.6M — up 9.3% from $25.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LPSN and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 14 added.

The largest buyer was Linden Advisors, opening a new position worth an estimated $10.4M. The largest seller was Vector Capital Management, cutting an estimated $2.83M.

  • 65 institutional investors held LivePerson (LPSN) as of Q3 2025, down from 67 in Q2 2025.
  • Funds reported $27.6M of LivePerson stock for Q3 2025, up 9.3% quarter-over-quarter.
  • 8 funds opened new LivePerson positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest LivePerson buyer in Q3 2025 was Linden Advisors, an estimated $10.4M added.
  • The largest LivePerson seller in Q3 2025 was Vector Capital Management, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2025.