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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 %
BNP Paribas Asset Management
176
BNP Paribas Asset Management
France
$6K +$6K +216 New
HNB
177
Huntington National Bank
Ohio
$5.96K – – –
BTI
178
Blue Trust Inc
Georgia
$5.19K – – –
HCA
179
Harbor Capital Advisors
Illinois
$5K +$98 +3 +2%
SFA
180
Semmax Financial Advisors
North Carolina
$4.77K – – –
BIG
181
Brooklyn Investment Group
New York
$4.53K +$2.68K +90 +145%
SAM
182
Smartleaf Asset Management
Massachusetts
$4.15K -$721 -24 -15%
Simplex Trading
183
Simplex Trading
Illinois
$4K +$4K +135 New
SS
184
SBI Securities
Japan
$3.81K – – –
IA
185
IFP Advisors
Florida
$3.67K – – –
CIAM
186
Caitong International Asset Management
Hong Kong
$3.52K +$3.52K +118 New
MCM
187
MAI Capital Management
Ohio
$3.15K +$625 +21 +25%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98K – – –
FFA
189
Farther Finance Advisors
California
$2.77K -$60 -2 -2%
RIL
190
Rothschild Investment LLC
Illinois
$2.53K +$894 +30 +55%
VCM
191
Versant Capital Management
Arizona
$2.3K +$566 +19 +33%
FFO
192
Fortitude Family Office
Arizona
$2.27K +$1.16K +39 +105%
C
193
Covestor
United Kingdom
$2K +$1.88K +48 +1,600%
AWM
194
Abound Wealth Management
Tennessee
$1.19K – – –
PA
195
Parallel Advisors
California
$1.13K -$2.12K -71 -65%
RA
196
Rise Advisors
New York
$1.13K +$1.13K +38 New
HFS
197
Hantz Financial Services
Michigan
$1K – – –
AF
198
Allworth Financial
California
$686 +$298 +10 +77%
WT
199
Whittier Trust
California
$566 -$566 -19 -50%
MTIC
200
Missouri Trust & Investment Company
Missouri
$477 – – –
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8
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