Live Oak Bancshares
227 hedge funds and large institutions have $1.08B invested in Live Oak Bancshares in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 25 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 78
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
0.03% more ownership
Funds ownership: 71.13% → 71.16% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 228 → 227 (-1)
4% less capital invested
Capital invested by funds: $1.12B → $1.08B (-$41.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$44M |
| 2 |
RA
Royce & Associates
New York
|
+$12M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$6.25M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$5.66M |
| 5 |
Two Sigma Investments
New York
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$43.3M |
| 2 |
BlackRock
New York
|
-$5.27M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.93M |
| 4 |
Millennium Management
New York
|
-$4.51M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$4.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
251
Strategic Advocates
Logan,
Utah
| – | -$69 | -2 | Closed |
|
252
Bessemer Group
Woodbridge,
New Jersey
| – | +$147 | +4 | New |
|
LOB Hedge Fund Activity: Q1 2026 in Review
227 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2026, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LOB positions and 25 closed out — a net gain of 1 holder — while 83 added to existing stakes and 78 trimmed.
The largest buyer was Gilder Gagnon Howe & Co, opening a new position worth an estimated $44M. The largest seller was NewEdge Wealth, exiting entirely with an estimated $43.3M sold.
- 227 institutional investors held Live Oak Bancshares (LOB) as of Q1 2026, down from 228 in Q4 2025.
- Funds reported $1.08B of Live Oak Bancshares stock for Q1 2026, down 3.7% quarter-over-quarter.
- 26 funds opened new Live Oak Bancshares positions in Q1 2026 and 25 closed out, a net change of +1 holder.
- The largest Live Oak Bancshares buyer in Q1 2026 was Gilder Gagnon Howe & Co, an estimated $44M added.
- The largest Live Oak Bancshares seller in Q1 2026 was NewEdge Wealth, an estimated $43.3M sold.
Based on aggregated 13F filings for Q1 2026.