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Live Oak Bancshares
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Overview Fund Activity

221 hedge funds and large institutions have $802M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
85
Reduced
48
Closed
34
Calls
$1.47M
Puts
$490K
Net Calls
+$983K
Net Calls Change
+$1.08M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.41M
3
Citigroup
Citigroup
New York
+$6.38M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$80.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.86M
5
TAM
Trillium Asset Management
Massachusetts
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PE
226
Point72 Europe
United Kingdom
– -$2.14M -54,121 Closed
MCA
227
Mendon Capital Advisors
Florida
– -$1.98M -50,000 Closed
FHB
228
First Hawaiian Bank
Hawaii
– -$633K -16,002 Closed
EMFAT
229
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$554K -14,004 Closed
I
230
InceptionR
California
– -$359K -9,068 Closed
OSAM
231
O'Shaughnessy Asset Management
Connecticut
– -$330K -8,353 Closed
PAS
232
Park Avenue Securities
New York
– -$276K -6,990 Closed
AFGAS
233
Allegiance Financial Group Advisory Services
Virginia
– -$250K -6,313 Closed
XT
234
XTX Topco
Cayman Islands
– -$244K -6,158 Closed
Handelsbanken Fonder
235
Handelsbanken Fonder
Sweden
– -$237K -6,000 Closed
TFS
236
Thoroughbred Financial Services
Tennessee
– -$221K -5,594 Closed
SF
237
Synovus Financial
Georgia
– -$218K -5,500 Closed
Pathstone Holdings
238
Pathstone Holdings
New Jersey
– -$207K -5,238 Closed
New York State Teachers Retirement System (NYSTRS)
239
New York State Teachers Retirement System (NYSTRS)
New York
– -$125K -3,165 Closed
VWM
240
Venturi Wealth Management
Texas
– -$70.8K -1,789 Closed
Simplex Trading
241
Simplex Trading
Illinois
– -$43K -1,097 Closed
PMAM
242
Picton Mahoney Asset Management
Ontario, Canada
– -$27K -686 Closed
CFGS
243
Concourse Financial Group Securities
Alabama
– -$27.8K -681 Closed
RS
244
R Squared
Hong Kong
– -$23.3K -590 Closed
IBOK
245
Independence Bank of Kentucky
Kentucky
– -$19.8K -500 Closed
Comerica Bank
246
Comerica Bank
Texas
– -$9.91K -251 Closed
ACM
247
Aster Capital Management
United Arab Emirates
– -$9.61K -243 Closed
Q1WB
248
Quest 10 Wealth Builders
Virginia
– -$3.96K -100 Closed
Bessemer Group
249
Bessemer Group
New Jersey
– -$2K -40 Closed
GM
250
GeoWealth Management
Illinois
– -$316 -8 Closed
7 8 9
10
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