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LiveOne
LVO

Overview Fund Activity

67 hedge funds and large institutions have $16.7M invested in LiveOne in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
19
Reduced
22
Closed
6
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
+$31K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$279K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$97.6K
3
PP
Pingora Partners
Wyoming
+$78.6K
4
XT
XTX Topco
Cayman Islands
+$26.6K
5
Renaissance Technologies
Renaissance Technologies
New York
+$23.3K

Top Sellers

1
RSWM
Robertson Stephens Wealth Management
California
-$315K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$304K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$95.6K
4
AGM
Alpine Global Management
New York
-$69.9K
5
Marshall Wace
Marshall Wace
United Kingdom
-$66.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$4.37K -$5.27K -7,542 -55%
Simplex Trading
52
Simplex Trading
Illinois
$4K -$2K -3,309 -33%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$3.94K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$2.05K – – –
AB
55
Amalgamated Bank
New York
$2K – – –
MCM
56
MAI Capital Management
Ohio
$1.89K – – –
IWM
57
Inlight Wealth Management
Georgia
$1.4K +$1.4K +2,000 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1K -$157 -349 -14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1K +$827 +739 +477%
Group One Trading
60
Group One Trading
Illinois
$695 -$3.71K -5,300 -84%
SS
61
SBI Securities
Japan
$308 +$7 +10 +2%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$198 -$474 -678 -71%
SCM
63
Sterling Capital Management
North Carolina
$157 +$95 +136 +153%
EWA
64
EverSource Wealth Advisors
Alabama
$37 +$37 +53 New
TWD
65
True Wealth Design
Ohio
$26 +$26 +37 New
NA
66
NewEdge Advisors
Louisiana
$13 +$13 +18 New
Citadel Advisors
67
Citadel Advisors
Florida
$8 +$8 +12 New
RSWM
68
Robertson Stephens Wealth Management
California
– -$315K -214,545 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
– -$66.8K -45,461 Closed
FWM
70
FFT Wealth Management
Pennsylvania
– -$55.1K -37,503 Closed
TSS
71
Two Sigma Securities
New York
– -$25.7K -17,463 Closed
HF
72
HRT Financial
New York
– -$19K -13,498 Closed
Russell Investments Group
73
Russell Investments Group
United Kingdom
– -$3.86K -2,625 Closed
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