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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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$4.37K -$7.42K -754 -55%
Simplex Trading
52
Simplex Trading
Illinois
$4K -$3.25K -330 -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 +$1.97K +200 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1K -$345 -35 -14%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1K +$719 +73 +456%
Group One Trading
60
Group One Trading
Illinois
$695 -$5.22K -530 -84%
SS
61
SBI Securities
Japan
$308 +$10 +1 +2%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$198 -$670 -68 -71%
SCM
63
Sterling Capital Management
North Carolina
$157 +$138 +14 +156%
EWA
64
EverSource Wealth Advisors
Alabama
$37 +$49 +5 New
TWD
65
True Wealth Design
Ohio
$26 +$39 +4 New
NA
66
NewEdge Advisors
Louisiana
$13 +$20 +2 New
Citadel Advisors
67
Citadel Advisors
Florida
$8 +$10 +1 New
RSWM
68
Robertson Stephens Wealth Management
California
-$315K -21,455 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
-$66.8K -4,546 Closed
FWM
70
FFT Wealth Management
Pennsylvania
-$55.1K -3,750 Closed
TSS
71
Two Sigma Securities
New York
-$25.7K -1,746 Closed
HF
72
HRT Financial
New York
-$19K -1,350 Closed
Russell Investments Group
73
Russell Investments Group
United Kingdom
-$3.86K -263 Closed

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.