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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 %
HFS
201
Hantz Financial Services
Michigan
$1K – – –
PWA
202
Physician Wealth Advisors
Utah
$987 +$987 +37 New
FFO
203
Fortitude Family Office
Arizona
$986 – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$800 +$800 +30 New
JWA
205
JFS Wealth Advisors
Pennsylvania
$667 – – –
HFS
206
Hughes Financial Services
Virginia
$456 +$456 +17 New
MTIC
207
Missouri Trust & Investment Company
Missouri
$427 – – –
CA
208
CoreCap Advisors
Michigan
$427 +$427 +16 New
SC
209
Stephens Consulting
Michigan
$400 +$400 +15 New
AF
210
Allworth Financial
California
$344 +$132 +5 +63%
WCM
211
WealthTrak Capital Management
Virginia
$267 +$267 +10 New
SIC
212
SJS Investment Consulting
Ohio
$187 -$27 -1 -13%
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$160 – – –
EWA
214
EverSource Wealth Advisors
Alabama
$160 +$27 +1 +20%
GFPC
215
Global Financial Private Client
Florida
$160 +$107 +4 +200%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$107 -$696 -26 -87%
PWM
217
Parkworth Wealth Management
California
$27 – – –
HIA
218
HFM Investment Advisors
New Jersey
$27 +$27 +1 New
BHWM
219
Bay Harbor Wealth Management
Maryland
$26 +$26 +1 New
Capital International Investors
220
Capital International Investors
California
– -$80.7M -2,041,706 Closed
Aberdeen Group
221
Aberdeen Group
United Kingdom
– -$13.3M -336,721 Closed
TAM
222
Trillium Asset Management
Massachusetts
– -$5.31M -134,273 Closed
AWA
223
AmeriServ Wealth Advisors
Pennsylvania
– -$4.44M -112,344 Closed
Norges Bank
224
Norges Bank
Norway
– -$4.06M -102,552 Closed
WG
225
Watchman Group
Texas
– -$3.26M -82,526 Closed
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