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LivePerson
LPSN

70 hedge funds and large institutions have $21.9M invested in LivePerson in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $992K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.25% less ownership

Funds ownership: 2.25% → 2% (-0.25%)

1% less funds holding

Funds holding: 71 → 70 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

53% less capital invested

Capital invested by funds: $46.6M → $21.9M (-$24.7M)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
15
Reduced
23
Closed
10
Calls
$1.96M
Puts
$992K
Net Calls
+$964K
Net Calls Change
-$1.16M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$1.38M
2
GCM
Graham Capital Management
Connecticut
+$260K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$187K
4
Morgan Stanley
Morgan Stanley
New York
+$181K
5
Bank of America
Bank of America
North Carolina
+$147K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.31M
2
Millennium Management
Millennium Management
New York
-$912K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$541K
4
ASN
Advisory Services Network
Georgia
-$307K
5
XT
XTX Topco
Cayman Islands
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
AS
51
Altshuler Shaham
Israel
$6.3K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
IA
53
IFP Advisors
Florida
$4K +$5.92K +333 New
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4K – – –
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$3.83K +$3.81K +214 +202%
Wells Fargo
56
Wells Fargo
California
$2.6K -$160 -9 -4%
Federated Hermes
57
Federated Hermes
Pennsylvania
$2.57K +$516 +29 +16%
Group One Trading
58
Group One Trading
Illinois
$2.19K -$154K -8,671 -98%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.31K -$53 -3 -3%
Barclays
60
Barclays
United Kingdom
$1.06K -$18 -1 -1%
BSB
61
Bangor Savings Bank
Maine
$479 -$124 -7 -15%
MAM
62
Morse Asset Management
Connecticut
$200 – – –
CSS
63
Cubist Systematic Strategies
Connecticut
$178 +$267 +15 New
MCM
64
MAI Capital Management
Ohio
$160 – – –
SS
65
Sunbelt Securities
Texas
$160 – – –
US Bancorp
66
US Bancorp
Minnesota
$51 -$231 -13 -76%
AF
67
Allworth Financial
California
$34 – – –
VCM
68
Versant Capital Management
Arizona
$22 – – –
HI
69
Hoey Investments
Pennsylvania
$8 – – –
PA
70
Pineridge Advisors
Missouri
$1 – – –
ASN
71
Advisory Services Network
Georgia
– -$307K -13,453 Closed
XT
72
XTX Topco
Cayman Islands
– -$251K -11,028 Closed
PVM
73
Palogic Value Management
Texas
– -$110K -4,833 Closed
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
– -$68K -2,982 Closed
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
– -$58.5K -2,567 Closed
1 2
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LPSN Hedge Fund Activity: Q1 2025 in Review

70 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in LivePerson (LPSN) for Q1 2025, worth a combined $21.9M — down 53% from $46.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LPSN and 9 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 15 added.

The largest buyer was Marshall Wace, adding an estimated $1.38M. The largest seller was Jane Street, cutting an estimated $3.31M.

  • 70 institutional investors held LivePerson (LPSN) as of Q1 2025, down from 71 in Q4 2024.
  • Funds reported $21.9M of LivePerson stock for Q1 2025, down 53% quarter-over-quarter.
  • 9 funds opened new LivePerson positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest LivePerson buyer in Q1 2025 was Marshall Wace, an estimated $1.38M added.
  • The largest LivePerson seller in Q1 2025 was Jane Street, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2025.