Live Oak Bancshares
223 hedge funds and large institutions have $1.07B invested in Live Oak Bancshares in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 12 closing their positions.
6,314% more call options, than puts
Call options by funds: $898K | Put options by funds: $14K
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
41% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 63
17% more capital invested
Capital invested by funds: $919M → $1.07B (+$155M)
7% more funds holding
Funds holding: 209 → 223 (+14)
0.89% less ownership
Funds ownership: 67.59% → 66.71% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.1M |
| 3 |
WT
Whittier Trust
South Pasadena,
California
|
+$6.14M |
| 4 |
Two Sigma Investments
New York
|
+$3.89M |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$24M |
| 2 |
Millennium Management
New York
|
-$12.3M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$7.23M |
| 4 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$7.17M |
| 5 |
D.E. Shaw & Co
New York
|
-$5.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$453K | -15,186 | Closed |
|
|
PVM
227
Palogic Value Management
Dallas,
Texas
| – | -$373K | -12,500 | Closed |
|
|
CC
228
Centiva Capital
New York
| – | -$298K | -10,002 | Closed |
|
|
IC
229
IEQ Capital
Foster City,
California
| – | -$251K | -8,422 | Closed |
|
|
BIG
230
Brooklyn Investment Group
Brooklyn,
New York
| – | -$4.53K | -152 | Closed |
|
231
Simplex Trading
Chicago,
Illinois
| – | -$4K | -135 | Closed |
|
|
CIAM
232
Caitong International Asset Management
Hong Kong
| – | -$3.52K | -118 | Closed |
|
|
WCM
233
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$298 | -10 | Closed |
|
234
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$30 | -1 | Closed |
|
|
TPWA
235
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$33 | -1 | Closed |
|
LOB Hedge Fund Activity: Q3 2025 in Review
223 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2025, worth a combined $1.07B — up 17% from $919M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LOB positions and 12 closed out — a net gain of 17 holders — while 89 added to existing stakes and 63 trimmed.
The largest buyer was BlackRock, adding an estimated $16.9M. The largest seller was Diamond Hill Capital Management, cutting an estimated $24M.
- 223 institutional investors held Live Oak Bancshares (LOB) as of Q3 2025, up from 209 in Q2 2025.
- Funds reported $1.07B of Live Oak Bancshares stock for Q3 2025, up 17% quarter-over-quarter.
- 29 funds opened new Live Oak Bancshares positions in Q3 2025 and 12 closed out, a net change of +17 holders.
- The largest Live Oak Bancshares buyer in Q3 2025 was BlackRock, an estimated $16.9M added.
- The largest Live Oak Bancshares seller in Q3 2025 was Diamond Hill Capital Management, an estimated $24M sold.
Based on aggregated 13F filings for Q3 2025.