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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 %
PAP
101
Persistent Asset Partners
Hong Kong
$699K +$699K +23,473 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$646K +$509K +17,084 +373%
Creative Planning
103
Creative Planning
Kansas
$645K -$138K -4,630 -18%
GCP
104
GSA Capital Partners
United Kingdom
$643K +$244K +8,178 +61%
MIM
105
MetLife Investment Management
New Jersey
$621K +$3.73K +125 +0.6%
Truist Financial
106
Truist Financial
North Carolina
$610K -$13.3K -447 -2%
ACP
107
Arcus Capital Partners
Georgia
$596K – – –
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$588K +$588K +19,716 New
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$578K -$36.1K -1,211 -6%
ACP
110
Aviance Capital Partners
Florida
$570K -$312K -10,472 -35%
Point72 Asset Management
111
Point72 Asset Management
Connecticut
$566K -$343K -11,514 -38%
NSEDCP
112
NJ State Employees Deferred Compensation Plan
New Jersey
$536K – – –
GCM
113
Graham Capital Management
Connecticut
$513K +$246K +8,242 +92%
ECM
114
ExodusPoint Capital Management
New York
$499K -$180K -6,053 -27%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$498K – – –
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$487K -$45.5K -1,528 -9%
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$453K – – –
HF
118
HRT Financial
New York
$420K -$79.2K -2,658 -16%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$419K -$274K -9,181 -40%
IIM
120
INTECH Investment Management
Florida
$415K -$273K -9,153 -40%
PCM
121
Parsons Capital Management
Rhode Island
$411K – – –
II
122
Inspire Investing
Idaho
$388K +$4.35K +146 +1%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$384K +$10.3K +345 +3%
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$376K +$66.2K +2,220 +21%
PVM
125
Palogic Value Management
Texas
$373K +$373K +12,500 New
3 4
5
6 7