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67 hedge funds and large institutions have $16.7M invested in LiveOne in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $19K | Put options by funds: $7K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 6467 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 2.55%2.49% (-0.06%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

53% less capital invested

Capital invested by funds: $35.8M → $16.7M (-$19.1M)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
22
Closed
6
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$36.5K -$7.35K -746 -12%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$36.3K
IIM
28
INTECH Investment Management
Florida
$34.7K +$23.7K +2,408 +94%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$31.3K +$1.84K +187 +4%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$26K
Wells Fargo
31
Wells Fargo
California
$25.1K -$2.25K -228 -6%
CF
32
Corebridge Financial
Texas
$24.9K -$1.61K -164 -4%
Mariner
33
Mariner
Kansas
$23.7K -$8.23K -836 -20%
Bank of America
34
Bank of America
North Carolina
$23.6K -$25.5K -2,590 -43%
Invesco
35
Invesco
Georgia
$23.4K +$128 +13 +0.4%
IWC
36
Integrated Wealth Concepts
Massachusetts
$22.8K +$2.01K +204 +7%
SG Americas Securities
37
SG Americas Securities
New York
$19K -$6.47K -657 -19%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.5K +$20 +2 +0.1%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$14.6K +$5.76K +585 +39%
AQR Capital Management
40
AQR Capital Management
Connecticut
$11.9K +$16.7K +1,700 New
SMH
41
Sanders Morris Harris
Texas
$11.5K
CWM
42
CIBC World Markets
New York
$11.3K +$15.9K +1,614 New
ProShare Advisors
43
ProShare Advisors
Maryland
$11K -$5.28K -536 -25%
TRCT
44
Tower Research Capital (TRC)
New York
$9.5K +$2.9K +294 +28%
Squarepoint
45
Squarepoint
New York
$7.83K +$11K +1,121 New
RI
46
Ridgewood Investments
New Jersey
$6.99K
SWP
47
Stratos Wealth Partners
Ohio
$6.99K
IA
48
IAM Advisory
Pennsylvania
$6.99K +$9.85K +1,000 New
Legal & General Group
49
Legal & General Group
United Kingdom
$5.04K
AIP
50
Ameritas Investment Partners
Nebraska
$4.66K

LVO Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q1 2025, worth a combined $16.7M — down 53% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LVO positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $393K. The largest seller was Fidelity Investments, cutting an estimated $428K.

  • 67 institutional investors held LiveOne (LVO) as of Q1 2025, up from 64 in Q4 2024.
  • Funds reported $16.7M of LiveOne stock for Q1 2025, down 53% quarter-over-quarter.
  • 9 funds opened new LiveOne positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest LiveOne buyer in Q1 2025 was UBS Group, an estimated $393K added.
  • The largest LiveOne seller in Q1 2025 was Fidelity Investments, an estimated $428K sold.

Based on aggregated 13F filings for Q1 2025.