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

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$1.44M
3
Jane Street
3
Jane Street
New York
$282K
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
5
Bridgeway Capital Management
Texas
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
126
Benjamin Edwards Inc
Missouri
$367K +$38.1K +1,278 +12%
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$363K – – –
DTL
128
Dynamic Technology Lab
Singapore
$358K +$358K +12,020 New
HR
129
Howe & Rusling
New York
$326K +$32.2K +1,081 +11%
ASRS
130
Arizona State Retirement System
Arizona
$317K +$8.14K +273 +3%
CF
131
Centaurus Financial
California
$317K -$2.09K -70 -0.7%
BFC
132
Banc Funds Company
Illinois
$308K – – –
S
133
SignatureFD
Georgia
$307K -$12K -401 -4%
CC
134
Centiva Capital
New York
$298K +$298K +10,002 New
VOYA Investment Management
135
VOYA Investment Management
Georgia
$294K +$2.71K +91 +0.9%
ASN
136
Advisory Services Network
Georgia
$292K -$277K -8,772 -49%
SYBT
137
Stock Yards Bank & Trust
Kentucky
$289K -$62.6K -2,100 -18%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$286K – – –
PAS
139
Park Avenue Securities
New York
$283K +$283K +9,499 New
Jane Street
140
Jane Street
New York
$282K -$5.73M -192,360 -95%
PIMG
141
Patriot Investment Management Group
Tennessee
$268K – – –
SSWM
142
Smith Salley Wealth Management
North Carolina
$267K – – –
BP
143
Ballentine Partners
Massachusetts
$258K +$33.4K +1,122 +15%
A
144
AlphaQuest
New York
$255K -$453K -15,191 -64%
SG Americas Securities
145
SG Americas Securities
New York
$254K +$33.1K +1,110 +15%
AIM
146
Aigen Investment Management
New York
$253K +$253K +8,481 New
IC
147
IEQ Capital
California
$251K +$251K +8,422 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$242K -$48.1K -1,614 -17%
US Bancorp
149
US Bancorp
Minnesota
$241K +$5.01K +168 +2%
QCG
150
Quadrant Capital Group
Ohio
$238K -$23.6K -791 -9%
4 5
6
7 8