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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 %
Deutsche Bank
51
Deutsche Bank
Germany
$2.44M -$1.25M -42,082 -34%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$2.19M – – –
PIM
53
Profit Investment Management
Maryland
$2.12M – – –
JF
54
Jump Financial
Illinois
$2.12M +$1.21M +40,457 +132%
OL
55
one8zero8 LLC
North Carolina
$2.1M -$147K -4,940 -7%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.09M – – –
PFO
57
PMC FIG Opportunities
Israel
$2.03M +$2.03M +68,077 New
CSS
58
Cubist Systematic Strategies
Connecticut
$2.02M -$1.91M -64,117 -49%
EF
59
Empowered Funds
Pennsylvania
$1.96M -$6.97K -234 -0.4%
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.82M +$1.54M +51,590 +544%
DFCM
61
Dark Forest Capital Management
Puerto Rico
$1.79M -$262K -8,788 -13%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.79M +$74.3K +2,494 +4%
BFA
63
Bragg Financial Advisors
North Carolina
$1.77M – – –
CCG
64
Chatham Capital Group
Georgia
$1.7M -$9.83K -330 -0.6%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.65M +$147K +4,944 +10%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$1.61M +$425K +14,259 +36%
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M +$1.55M +46,080 +2,880%
Invesco
68
Invesco
Georgia
$1.57M +$48.1K +1,614 +3%
Victory Capital Management
69
Victory Capital Management
Texas
$1.56M +$226K +7,578 +17%
Verition Fund Management
70
Verition Fund Management
Connecticut
$1.52M +$379K +12,719 +33%
CRC
71
Curi RMB Capital
Illinois
$1.5M +$5.93K +199 +0.4%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$1.47M +$385K +12,903 +35%
First Trust Advisors
73
First Trust Advisors
Illinois
$1.44M +$855K +28,698 +146%
Citigroup
74
Citigroup
New York
$1.44M -$7.36M -246,903 -84%
QT
75
Quantbot Technologies
New York
$1.42M -$477K -16,004 -25%
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