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Live Oak Bancshares
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Overview Fund Activity

208 hedge funds and large institutions have $920M invested in Live Oak Bancshares in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-13
Holders Change %
-5.88%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
92
Reduced
59
Closed
35
Calls
$775K
Puts
$14K
Net Calls
+$761K
Net Calls Change
-$222K

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M
2
CP
CenterBook Partners
Connecticut
$10.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$9.67M
4
BFM
Boothbay Fund Management
New York
$4.72M
5
Goldman Sachs
Goldman Sachs
New York
$11.7M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Citigroup
Citigroup
New York
$1.44M
3
Jane Street
Jane Street
New York
$282K
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
Bridgeway Capital Management
Texas
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.97M +$359K +12,037 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.4M +$1.08M +36,152 +25%
Raymond James Financial
28
Raymond James Financial
Florida
$5.35M +$299K +10,033 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.27M +$343K +11,522 +7%
N
30
Numerai
California
$5.22M +$3.31M +110,950 +173%
AG
31
Algert Global
California
$4.99M +$2.03M +68,204 +69%
BFM
32
Boothbay Fund Management
New York
$4.72M +$4.72M +158,450 New
Squarepoint
33
Squarepoint
New York
$4.56M +$1.59M +53,427 +54%
RHJA
34
Rice Hall James & Associates
California
$4.42M -$216K -7,238 -5%
Bank of America
35
Bank of America
North Carolina
$3.84M +$429K +14,382 +13%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$3.76M -$356K -11,940 -9%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$3.68M +$1.06M +35,674 +41%
BCM
38
Bridgeway Capital Management
Texas
$3.61M -$2.07M -69,566 -36%
Wells Fargo
39
Wells Fargo
California
$3.43M +$1.38M +46,204 +67%
UBS Group
40
UBS Group
Switzerland
$3.36M -$27.4K -921 -0.8%
Ameriprise
41
Ameriprise
Minnesota
$3.32M +$1.2M +40,167 +56%
TI
42
Trexquant Investment
Connecticut
$3.2M +$1.38M +46,149 +75%
MFAM
43
Motley Fool Asset Management
Virginia
$3.04M +$425K +14,270 +16%
American Century Companies
44
American Century Companies
Missouri
$2.84M -$776K -26,054 -21%
EOJOAM
45
E. Ohman J:or Asset Management
Sweden
$2.76M +$75.6K +2,536 +3%
UBS AM
46
UBS AM
Illinois
$2.74M +$1.02M +34,237 +59%
Walleye Capital
47
Walleye Capital
New York
$2.69M +$1.03M +34,424 +62%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.66M +$91.1K +3,059 +4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.66M +$200K +6,716 +8%
Barclays
50
Barclays
United Kingdom
$2.58M +$754K +25,284 +41%
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