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Live Oak Bancshares

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
Name Holding Trade Value Shares
Change
Shares
Change %
I
151
InceptionR
California
$226K +$226K +7,579 New
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$225K
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$223K +$60.8K +2,040 +37%
ProShare Advisors
154
ProShare Advisors
Maryland
$216K -$7.57K -254 -3%
QCM
155
Quantinno Capital Management
New York
$216K +$216K +7,250 New
KK
156
KLP Kapitalforvaltning
Norway
$200K
Canada Life
157
Canada Life
Manitoba, Canada
$184K +$96.9K +3,248 +111%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$180K -$173K -5,806 -49%
ACM
159
Aquatic Capital Management
Illinois
$175K +$25.4K +854 +17%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$155K
PS
161
Principal Securities
Iowa
$153K +$63.4K +2,128 +71%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$116K +$109K +3,667 +1,547%
AIP
163
Ameritas Investment Partners
Nebraska
$99.7K
TRCT
164
Tower Research Capital (TRC)
New York
$94.8K +$55.1K +1,850 +139%
CWP
165
Concord Wealth Partners
Virginia
$84.9K
GRP
166
Global Retirement Partners
California
$76.7K +$76.7K +2,574 New
WTC
167
WhitTier Trust Company
Nevada
$39.1K +$17.2K +576 +78%
AB
168
Amalgamated Bank
New York
$36K
Jones Financial Companies
169
Jones Financial Companies
Missouri
$25.6K +$22.5K +750 +735%
SCM
170
Sterling Capital Management
North Carolina
$17.2K +$14K +469 +430%
LFG
171
Larson Financial Group
Missouri
$15.2K -$11.8K -395 -44%
CFFP
172
Center for Financial Planning
Michigan
$14.9K
BCWM
173
Bartlett & Co Wealth Management
Ohio
$14.9K
FHA
174
First Horizon Advisors
Tennessee
$11.9K
GI
175
GAMMA Investing
California
$11.7K +$1.1K +37 +10%