We are live on
!
Find out more
Live Oak Bancshares
228 hedge funds and large institutions have $1.12B invested in Live Oak Bancshares in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
15% more call options, than puts
Call options by funds: $2.13M | Put options by funds: $1.85M
4.43% more ownership
Funds ownership: 66.71% → 71.13% (+4.4%)
2% more funds holding
Funds holding: 223 → 228 (+5)
4% more capital invested
Capital invested by funds: $1.07B → $1.12B (+$46.9M)
5% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 80
Holders
228
Holders Change
+5
Holders Change %
+2.24%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
76
Reduced
80
Closed
23
Calls
$2.13M
Puts
$1.85M
Net Calls
+$279K
Net Calls Change
-$605K
Top Buyers
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$42.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$21.7M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$18.7M |
| 4 |
BlackRock
New York
|
+$11.9M |
| 5 |
RA
Royce & Associates
New York
|
+$8.28M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.51M |
| 3 |
TCOTS
Trust Company of the South
Greensboro,
North Carolina
|
-$5.44M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$4.18M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$4.1M |