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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3K +$892 +120 +54%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.19K
MCM
53
MAI Capital Management
Ohio
$2.04K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.42K +191 +215%
IWM
55
Inlight Wealth Management
Georgia
$1.51K
Citigroup
56
Citigroup
New York
$932 -$37.9K -5,102 -98%
Wells Fargo
57
Wells Fargo
California
$439 -$26.3K -3,534 -98%
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$377 +$164 +22 +79%
SS
59
SBI Securities
Japan
$367 +$37 +5 +11%
EWA
60
EverSource Wealth Advisors
Alabama
$48 +$7 +1 +20%
TWD
61
True Wealth Design
Ohio
$21 -$7 -1 -25%
EP
62
Essential Partners
California
$5 +$7 +1 New
RAM
63
Redmond Asset Management
Virginia
-$236K -33,705 Closed
N
64
Nuveen
North Carolina
-$62.7K -8,969 Closed
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
-$40.4K -5,777 Closed
Deutsche Bank
66
Deutsche Bank
Germany
-$39.9K -5,698 Closed
TC
67
TownSquare Capital
Utah
-$39.6K -5,661 Closed
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
-$36.3K -5,190 Closed
IIM
69
INTECH Investment Management
Florida
-$34.7K -4,964 Closed
Mirae Asset Global ETFs Holdings
70
Mirae Asset Global ETFs Holdings
Hong Kong
-$31.3K -4,482 Closed
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
-$26K -3,595 Closed
CF
72
Corebridge Financial
Texas
-$24.9K -3,563 Closed
Mariner
73
Mariner
Kansas
-$23.7K -3,387 Closed
Invesco
74
Invesco
Georgia
-$23.4K -3,350 Closed
SG Americas Securities
75
SG Americas Securities
New York
-$19K -2,736 Closed

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.