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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 %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$1.96M +$63.9K +2,396 +3%
Ameriprise
52
Ameriprise
Minnesota
$1.9M -$20.1M -755,257 -91%
PIM
53
Profit Investment Management
Maryland
$1.9M – – –
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.87M -$18.7K -700 -1%
Wells Fargo
55
Wells Fargo
California
$1.84M -$26.7K -1,002 -1%
DFCM
56
Dark Forest Capital Management
Puerto Rico
$1.84M +$1.84M +68,867 New
EF
57
Empowered Funds
Pennsylvania
$1.76M +$1.76M +65,931 New
Two Sigma Advisers
58
Two Sigma Advisers
New York
$1.75M +$1.56M +58,600 +849%
N
59
Numerai
California
$1.71M +$1.71M +64,073 New
QT
60
Quantbot Technologies
New York
$1.7M +$1.26M +47,181 +285%
TI
61
Trexquant Investment
Connecticut
$1.63M +$420K +15,767 +35%
Barclays
62
Barclays
United Kingdom
$1.63M -$475K -17,804 -23%
BFA
63
Bragg Financial Advisors
North Carolina
$1.58M – – –
UBS AM
64
UBS AM
Illinois
$1.54M -$811K -30,418 -35%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.53M -$24.2K -906 -2%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$1.53M +$581K +21,789 +61%
CCG
67
Chatham Capital Group
Georgia
$1.53M +$67.6K +2,535 +5%
Walleye Capital
68
Walleye Capital
New York
$1.48M +$1.48M +55,693 New
Renaissance Technologies
69
Renaissance Technologies
New York
$1.4M +$1.4M +52,400 New
Invesco
70
Invesco
Georgia
$1.36M +$11.5K +432 +0.9%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.34M +$8.74K +328 +0.7%
CRC
72
Curi RMB Capital
Illinois
$1.33M – – –
SIC
73
Salem Investment Counselors
North Carolina
$1.27M -$506K -18,995 -28%
Victory Capital Management
74
Victory Capital Management
Texas
$1.19M -$49.7K -1,866 -4%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$1.06M -$1.84M -69,000 -63%
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