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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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$49.4K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$47K
AB
178
Amalgamated Bank
New York
$42K
AAP
179
Arax Advisory Partners
Colorado
$29.5K
GI
180
GAMMA Investing
California
$22.4K
LFG
181
Larson Financial Group
Missouri
$20.2K
CFFP
182
Center for Financial Planning
Michigan
$17.6K
BCWM
183
Bartlett & Co Wealth Management
Ohio
$17.6K
FHC
184
First Horizon Corporation
Tennessee
$14.1K
QL
185
Quarry LP
New York
$12.8K
TFA
186
Transamerica Financial Advisors
Florida
$10.3K
Optiver Holding
187
Optiver Holding
Netherlands
$9.37K
FCAS
188
First Command Advisory Services
Texas
$7.22K
HNB
189
Huntington National Bank
Ohio
$7.04K
BNP Paribas Asset Management
190
BNP Paribas Asset Management
France
$7K
BTI
191
Blue Trust Inc
Georgia
$6.13K
HCA
192
Harbor Capital Advisors
Illinois
$6K
CCM
193
Cloud Capital Management
Washington
$6K
SAM
194
Smartleaf Asset Management
Massachusetts
$5.55K
SS
195
SBI Securities
Japan
$4.51K
MG
196
Mather Group
Illinois
$4.12K
FFA
197
Farther Finance Advisors
California
$3.77K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.52K
WANY
199
Wealthspire Advisors (New York)
New York
$2.85K
VCM
200
Versant Capital Management
Arizona
$2.71K