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Live Oak Bancshares
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Overview Fund Activity

221 hedge funds and large institutions have $802M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+6
Holders Change %
+2.79%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
85
Reduced
48
Closed
34
Calls
$1.47M
Puts
$490K
Net Calls
+$983K
Net Calls Change
+$1.08M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.41M
3
Citigroup
Citigroup
New York
+$6.38M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$6.01M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$80.7M
2
Ameriprise
Ameriprise
Minnesota
-$20.1M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$13.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.86M
5
TAM
Trillium Asset Management
Massachusetts
-$5.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
151
ProShare Advisors
Maryland
$200K -$60.3K -2,260 -23%
SG Americas Securities
152
SG Americas Securities
New York
$197K +$86.3K +3,242 +78%
KK
153
KLP Kapitalforvaltning
Norway
$179K – – –
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$145K -$21.9K -821 -13%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$139K – – –
ACM
156
Aquatic Capital Management
Illinois
$134K -$99.7K -3,740 -43%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$122K +$9.12K +342 +8%
PS
158
Principal Securities
Iowa
$119K – – –
AIP
159
Ameritas Investment Partners
Nebraska
$89.2K – – –
Canada Life
160
Canada Life
Manitoba, Canada
$78K – – –
CWP
161
Concord Wealth Partners
Virginia
$76K – – –
BAMF
162
BI Asset Management Fondsmaeglerselskab
Denmark
$68K +$68K +2,562 New
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.7K – – –
PD
164
Point72 (DIFC)
United Arab Emirates
$37K +$37K +1,387 New
TRCT
165
Tower Research Capital (TRC)
New York
$35.5K -$19.9K -746 -36%
AB
166
Amalgamated Bank
New York
$32K +$1.41K +53 +5%
LFG
167
Larson Financial Group
Missouri
$24.1K +$23.5K +882 +4,009%
QL
168
Quarry LP
New York
$22.4K +$22.4K +839 New
WTC
169
WhitTier Trust Company
Nevada
$19.6K -$2.19K -82 -10%
RTC
170
Riverview Trust Company
Washington
$18.2K – – –
PAS
171
Point72 Asia (Singapore)
Singapore
$18.1K +$12.2K +459 +208%
SC
172
SouthState Corp
Florida
$14.7K – – –
BCWM
173
Bartlett & Co Wealth Management
Ohio
$13.3K – – –
CFFP
174
Center for Financial Planning
Michigan
$13.3K – – –
Group One Trading
175
Group One Trading
Illinois
$13.3K +$13.3K +500 New
5 6
7
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