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62 hedge funds and large institutions have $17.4M invested in LiveOne in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $16.7M → $17.4M (+$671K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.09% less ownership

Funds ownership: 2.49%2.39% (-0.09%)

7% less funds holding

Funds holding: 6762 (-5)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
15
Reduced
18
Closed
26
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$49.7K +$24K +3,225 +96%
HF
27
HRT Financial
New York
$41K +$40.6K +5,458 New
PAS
28
Point72 Asia (Singapore)
Singapore
$39.4K +$38.8K +5,225 New
AQR Capital Management
29
AQR Capital Management
Connecticut
$34.6K +$21.5K +2,888 +170%
Charles Schwab
30
Charles Schwab
California
$30K -$135K -18,129 -82%
AWM
31
Apollon Wealth Management
South Carolina
$27.2K +$26.8K +3,600 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$26.5K +$1.84K +247 +8%
Simplex Trading
33
Simplex Trading
Illinois
$26K +$20.8K +2,804 +424%
CFM
34
Catalyst Funds Management
Australia
$25.4K +$25.1K +3,370 New
VF
35
Virtu Financial
New York
$24K +$23.7K +3,192 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$22.2K -$99.4K -13,368 -82%
XT
37
XTX Topco
Cayman Islands
$21.7K -$51.7K -6,949 -71%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$20.6K +$20.2K +2,722 New
TRCT
39
Tower Research Capital (TRC)
New York
$16.6K +$6.29K +846 +62%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$16.5K +$16.3K +2,196 New
SSA
41
Schonfeld Strategic Advisors
New York
$13.5K +$13.3K +1,783 New
GSC
42
Ground Swell Capital
South Carolina
$11.6K +$11.4K +1,533 New
JP Morgan Chase
43
JP Morgan Chase
New York
$9.18K -$78.9K -10,618 -90%
IA
44
IAM Advisory
Pennsylvania
$9.06K +$1.49K +200 +20%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.51K -$9.17K -1,234 -52%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$7.6K +$7.49K +1,007 New
RI
47
Ridgewood Investments
New Jersey
$7.55K
SWP
48
Stratos Wealth Partners
Ohio
$7.55K
Barclays
49
Barclays
United Kingdom
$7.36K -$50.9K -6,848 -88%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$3.38K -$1.32K -178 -28%

LVO Hedge Fund Activity: Q2 2025 in Review

62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q2 2025, worth a combined $17.4M — up 4% from $16.7M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LVO and 21 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $2.04M. The largest seller was BlackRock, cutting an estimated $2.71M.

  • 62 institutional investors held LiveOne (LVO) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $17.4M of LiveOne stock for Q2 2025, up 4% quarter-over-quarter.
  • 21 funds opened new LiveOne positions in Q2 2025 and 26 closed out, a net change of -5 holders.
  • The largest LiveOne buyer in Q2 2025 was Rockefeller Capital Management, an estimated $2.04M added.
  • The largest LiveOne seller in Q2 2025 was BlackRock, an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2025.