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Live Oak Bancshares
LOB

223 hedge funds and large institutions have $1.07B invested in Live Oak Bancshares in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,314% more call options, than puts

Call options by funds: $898K | Put options by funds: $14K

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

41% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 63

17% more capital invested

Capital invested by funds: $919M → $1.07B (+$155M)

7% more funds holding

Funds holding: 209 → 223 (+14)

0.89% less ownership

Funds ownership: 67.59% → 66.71% (-0.89%)

Holders
223
Holders Change
+14
Holders Change %
+6.7%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
89
Reduced
63
Closed
12
Calls
$898K
Puts
$14K
Net Calls
+$884K
Net Calls Change
+$123K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.9M
2
Ameriprise
Ameriprise
Minnesota
+$14.1M
3
WT
Whittier Trust
California
+$6.14M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.89M
5
WTC
WhitTier Trust Company
Nevada
+$3.51M

Top Sellers

Rank Fund Capital Flow
1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$24M
2
Millennium Management
Millennium Management
New York
-$12.3M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$7.23M
4
CP
CenterBook Partners
Connecticut
-$7.17M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$2.89M -$1.14M -32,967 -29%
DFCM
52
Dark Forest Capital Management
Puerto Rico
$2.8M +$669K +19,418 +32%
OL
53
one8zero8 LLC
North Carolina
$2.71M +$224K +6,500 +9%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$2.58M – – –
PFO
55
PMC FIG Opportunities
Israel
$2.49M +$90.6K +2,630 +4%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.49M +$20.7K +600 +0.9%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.42M +$502K +14,576 +27%
N
58
Numerai
California
$2.38M -$3.7M -107,371 -61%
Verition Fund Management
59
Verition Fund Management
Connecticut
$2.32M +$514K +14,922 +29%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$2.28M +$161K +4,674 +8%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$2.25M +$634K +18,400 +40%
CSS
62
Cubist Systematic Strategies
Connecticut
$2.19M -$201K -5,821 -9%
BFA
63
Bragg Financial Advisors
North Carolina
$2.09M – – –
Invesco
64
Invesco
Georgia
$2.07M +$211K +6,111 +12%
CCG
65
Chatham Capital Group
Georgia
$1.99M -$14.5K -420 -0.7%
HF
66
HRT Financial
New York
$1.97M +$1.44M +41,758 +296%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.94M +$450K +13,053 +31%
Barclays
68
Barclays
United Kingdom
$1.92M -$1.1M -31,992 -37%
SSA
69
Schonfeld Strategic Advisors
New York
$1.91M +$713K +20,709 +62%
Victory Capital Management
70
Victory Capital Management
Texas
$1.91M +$68.3K +1,983 +4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.89M -$57.8K -1,679 -3%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$1.86M +$1.08M +31,210 +144%
UBS AM
73
UBS AM
Illinois
$1.79M -$1.41M -41,050 -45%
CRC
74
Curi RMB Capital
Illinois
$1.77M – – –
MFAM
75
Motley Fool Asset Management
Virginia
$1.75M -$1.8M -52,122 -51%
1 2
3
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LOB Hedge Fund Activity: Q3 2025 in Review

223 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q3 2025, worth a combined $1.07B — up 17% from $919M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LOB positions and 12 closed out — a net gain of 17 holders — while 89 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $16.9M. The largest seller was Diamond Hill Capital Management, cutting an estimated $24M.

  • 223 institutional investors held Live Oak Bancshares (LOB) as of Q3 2025, up from 209 in Q2 2025.
  • Funds reported $1.07B of Live Oak Bancshares stock for Q3 2025, up 17% quarter-over-quarter.
  • 29 funds opened new Live Oak Bancshares positions in Q3 2025 and 12 closed out, a net change of +17 holders.
  • The largest Live Oak Bancshares buyer in Q3 2025 was BlackRock, an estimated $16.9M added.
  • The largest Live Oak Bancshares seller in Q3 2025 was Diamond Hill Capital Management, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2025.