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Live Oak Bancshares

222 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, 89 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
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
KK
151
KLP Kapitalforvaltning
Norway
$289K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$286K
QCG
153
Quadrant Capital Group
Ohio
$281K
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$279K
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$263K
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$260K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$255K
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$240K
VOYA Investment Management
159
VOYA Investment Management
Georgia
$233K
SC
160
Savant Capital
Illinois
$233K
US Bancorp
161
US Bancorp
Minnesota
$227K
AFGAS
162
Allegiance Financial Group Advisory Services
Virginia
$223K
HSBC Holdings
163
HSBC Holdings
United Kingdom
$221K
ProShare Advisors
164
ProShare Advisors
Maryland
$213K
PS
165
Principal Securities
Iowa
$198K
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$184K
Canada Life
167
Canada Life
Manitoba, Canada
$174K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$151K
CF
169
Centaurus Financial
California
$117K
AIP
170
Ameritas Investment Partners
Nebraska
$104K
CWP
171
Concord Wealth Partners
Virginia
$100K
PAS
172
Point72 Asia (Singapore)
Singapore
$90K
GRP
173
Global Retirement Partners
California
$80.2K
TRCT
174
Tower Research Capital (TRC)
New York
$63.6K
SOADOR
175
State of Alaska Department of Revenue
Alaska
$63K