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64 hedge funds and large institutions have $35.8M invested in LiveOne in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

55% more capital invested

Capital invested by funds: $23.1M → $35.8M (+$12.7M)

0.09% more ownership

Funds ownership: 2.46%2.55% (+0.09%)

9% less funds holding

Funds holding: 7064 (-6)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

66% less call options, than puts

Call options by funds: $10K | Put options by funds: $29K

Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
11
Closed
22
Calls
$10K
Puts
$29K
Net Calls
-$19K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.46M -$521K -59,778 -9%
BlackRock
2
BlackRock
New York
$7.4M +$68.7K +7,871 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.91M +$10.6K +1,213 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.73M +$253 +29 +0%
JBFJ
5
James B. Fleming Jr
$2.7M +$1.6M +183,638 New
State Street
6
State Street
Massachusetts
$1.19M +$11.1K +1,270 +2%
Northern Trust
7
Northern Trust
Illinois
$937K +$24.3K +2,789 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$664K -$20.6K -2,360 -5%
RAM
9
Redmond Asset Management
Virginia
$495K
AGM
10
Alpine Global Management
New York
$441K +$113K +13,000 +76%
JP Morgan Chase
11
JP Morgan Chase
New York
$375K +$194K +22,229 +678%
Charles Schwab
12
Charles Schwab
California
$325K
Morgan Stanley
13
Morgan Stanley
New York
$320K -$30.2K -3,464 -14%
RSWM
14
Robertson Stephens Wealth Management
California
$315K -$35.4K -4,053 -16%
Goldman Sachs
15
Goldman Sachs
New York
$311K +$27.1K +3,111 +17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$241K +$9.1K +1,043 +7%
Barclays
17
Barclays
United Kingdom
$173K +$10.1K +1,155 +11%
N
18
Nuveen
North Carolina
$132K
PP
19
Pingora Partners
Wyoming
$94.1K +$55.9K +6,404 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$92.8K +$11.7K +1,340 +27%
XT
21
XTX Topco
Cayman Islands
$88.4K +$52.5K +6,015 New
Citigroup
22
Citigroup
New York
$87.8K +$4.86K +557 +10%
Bank of America
23
Bank of America
North Carolina
$87.6K +$13.6K +1,558 +35%
Deutsche Bank
24
Deutsche Bank
Germany
$83.3K
TC
25
TownSquare Capital
Utah
$83.2K +$49.4K +5,661 New

LVO Hedge Fund Activity: Q4 2024 in Review

64 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in LiveOne (LVO) for Q4 2024, worth a combined $35.8M — up 55% from $23.1M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LVO and 16 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 24 added.

The largest buyer was JP Morgan Chase, adding an estimated $194K. The largest seller was No Street GP LP, exiting entirely with an estimated $569K sold.

  • 64 institutional investors held LiveOne (LVO) as of Q4 2024, down from 70 in Q3 2024.
  • Funds reported $35.8M of LiveOne stock for Q4 2024, up 55% quarter-over-quarter.
  • 16 funds opened new LiveOne positions in Q4 2024 and 22 closed out, a net change of -6 holders.
  • The largest LiveOne buyer in Q4 2024 was JP Morgan Chase, an estimated $194K added.
  • The largest LiveOne seller in Q4 2024 was No Street GP LP, an estimated $569K sold.

Based on aggregated 13F filings for Q4 2024.