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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 %
FHA
176
First Horizon Advisors
Tennessee
$10.7K – – –
PMFA
177
Plante Moran Financial Advisors
Michigan
$10.7K +$10.7K +400 New
GI
178
GAMMA Investing
California
$9.44K +$4.08K +153 +76%
FDW
179
Fourth Dimension Wealth
Ohio
$6.67K – – –
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.54K +61 +35%
HNB
181
Huntington National Bank
Ohio
$5.33K – – –
BTI
182
Blue Trust Inc
Georgia
$4.64K – – –
SAM
183
Smartleaf Asset Management
Massachusetts
$4.3K +$1.04K +39 +32%
SFA
184
Semmax Financial Advisors
North Carolina
$4.17K – – –
HCA
185
Harbor Capital Advisors
Illinois
$4K -$227K -8,529 -98%
SS
186
SBI Securities
Japan
$3.41K – – –
CCM
187
Coldstream Capital Management
Washington
$3.28K +$3.28K +123 New
MG
188
Mather Group
Illinois
$3.12K – – –
SCM
189
Sterling Capital Management
North Carolina
$2.91K -$2.03K -76 -41%
PA
190
Parallel Advisors
California
$2.91K -$1.63K -61 -36%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$2.72K +$2.72K +102 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67K – – –
FFA
193
Farther Finance Advisors
California
$2.55K -$859 -32 -25%
MCM
194
MAI Capital Management
Ohio
$2.26K – – –
LC
195
Lindbrook Capital
California
$1.65K -$1.57K -59 -49%
BIG
196
Brooklyn Investment Group
New York
$1.65K +$1.28K +48 +343%
VCM
197
Versant Capital Management
Arizona
$1.55K +$1.55K +58 New
RIL
198
Rothschild Investment LLC
Illinois
$1.47K +$267 +10 +22%
AWM
199
Abound Wealth Management
Tennessee
$1.07K – – –
WT
200
Whittier Trust
California
$1.01K – – –
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