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Live Oak Bancshares

220 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, 87 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$898K
Puts
$14K
Net Calls
Net Calls Change

Top Buyers

1 +$17.3M
2 +$14.4M
3 +$6.18M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.98M
5
WTC
WhitTier Trust Company
Nevada
+$3.53M

Top Sellers

1 -$24.5M
2 -$12.6M
3 -$7.39M
4
CP
CenterBook Partners
Connecticut
-$7.33M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$286K
QCG
152
Quadrant Capital Group
Ohio
$281K
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$279K
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$263K
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$260K
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$255K
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$240K
VOYA Investment Management
158
VOYA Investment Management
Georgia
$233K
SC
159
Savant Capital
Illinois
$233K
US Bancorp
160
US Bancorp
Minnesota
$227K
AFGAS
161
Allegiance Financial Group Advisory Services
Virginia
$223K
HSBC Holdings
162
HSBC Holdings
United Kingdom
$221K
ProShare Advisors
163
ProShare Advisors
Maryland
$213K
PS
164
Principal Securities
Iowa
$198K
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$184K
Canada Life
166
Canada Life
Manitoba, Canada
$174K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$151K
CF
168
Centaurus Financial
California
$117K
AIP
169
Ameritas Investment Partners
Nebraska
$104K
CWP
170
Concord Wealth Partners
Virginia
$100K
PAS
171
Point72 Asia (Singapore)
Singapore
$90K
GRP
172
Global Retirement Partners
California
$80.2K
TRCT
173
Tower Research Capital (TRC)
New York
$63.6K
SOADOR
174
State of Alaska Department of Revenue
Alaska
$63K
SCM
175
Sterling Capital Management
North Carolina
$50K