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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
FFO
201
Fortitude Family Office
Arizona
$2.68K
MCM
202
MAI Capital Management
Ohio
$2.64K
RIL
203
Rothschild Investment LLC
Illinois
$2.46K
GSWM
204
Golden State Wealth Management
California
$2.29K
HFS
205
Hantz Financial Services
Michigan
$2K
AWM
206
Abound Wealth Management
Tennessee
$1.41K
PA
207
Parallel Advisors
California
$1.34K
RA
208
Rise Advisors
New York
$1.34K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$1.06K
C
210
Covestor
United Kingdom
$1K
MTIC
211
Missouri Trust & Investment Company
Missouri
$564
PFBT
212
Parkside Financial Bank & Trust
Missouri
$529
TWD
213
True Wealth Design
Ohio
$494
EWA
214
EverSource Wealth Advisors
Alabama
$493
CA
215
Clearstead Advisors
Ohio
$423
SA
216
Strategic Advocates
Utah
$211
SIC
217
SJS Investment Consulting
Ohio
$141
RFP
218
Root Financial Partners
California
$141
JWA
219
JFS Wealth Advisors
Pennsylvania
$106
DPW
220
DiNuzzo Private Wealth
Pennsylvania
$78
GCP
221
GSA Capital Partners
United Kingdom
ACP
222
Arcus Capital Partners
Georgia
Loomis, Sayles & Company
223
Loomis, Sayles & Company
Massachusetts
PVM
224
Palogic Value Management
Texas
CC
225
Centiva Capital
New York