LOB icon

Live Oak Bancshares
LOB

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 %
TWD
201
True Wealth Design
Ohio
$418 +$418 +14 New
EWA
202
EverSource Wealth Advisors
Alabama
$417 +$238 +8 +133%
WCM
203
WealthTrak Capital Management
Virginia
$298 – – –
SIC
204
SJS Investment Consulting
Ohio
$120 -$90 -3 -43%
JWA
205
JFS Wealth Advisors
Pennsylvania
$90 -$660 -22 -88%
DPW
206
DiNuzzo Private Wealth
Pennsylvania
$60 -$120 -4 -67%
TPWA
207
Twin Peaks Wealth Advisors
California
$33 +$33 +1 New
PWM
208
Parkworth Wealth Management
California
$30 – – –
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$30 +$30 +1 New
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
– -$9.84M -369,070 Closed
Renaissance Technologies
211
Renaissance Technologies
New York
– -$1.4M -52,400 Closed
CCIA
212
Campbell & Co Investment Adviser
Maryland
– -$1.02M -38,385 Closed
Principal Financial Group
213
Principal Financial Group
Iowa
– -$705K -26,437 Closed
VF
214
Virtu Financial
New York
– -$657K -24,651 Closed
CAU
215
Caxton Associates (UK)
– -$531K -19,919 Closed
HSBC Holdings
216
HSBC Holdings
United Kingdom
– -$487K -18,365 Closed
CF
217
Corebridge Financial
Texas
– -$453K -16,987 Closed
TC
218
TwinBeech Capital
New York
– -$370K -13,885 Closed
EGM
219
Engineers Gate Manager
New York
– -$362K -13,582 Closed
OR
220
Olympiad Research
Connecticut
– -$348K -13,044 Closed
JG
221
Jain Global
New York
– -$299K -11,220 Closed
PCM
222
Prelude Capital Management
New York
– -$278K -10,443 Closed
CWM
223
CIBC World Markets
New York
– -$205K -7,694 Closed
BAMF
224
BI Asset Management Fondsmaeglerselskab
Denmark
– -$68K -2,562 Closed
PD
225
Point72 (DIFC)
United Arab Emirates
– -$37K -1,387 Closed
6 7 8
9
10