LOB icon

Live Oak Bancshares

222 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, 89 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
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 +$16.9M
2 +$14.1M
3 +$6.14M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.89M
5
WTC
WhitTier Trust Company
Nevada
+$3.51M

Top Sellers

1 -$24M
2 -$12.3M
3 -$7.23M
4
CP
CenterBook Partners
Connecticut
-$7.17M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$5.74M
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
AF
206
Allworth Financial
California
$1.8K
AWM
207
Abound Wealth Management
Tennessee
$1.41K
PA
208
Parallel Advisors
California
$1.34K
RA
209
Rise Advisors
New York
$1.34K
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$1.06K
C
211
Covestor
United Kingdom
$1K
IA
212
IFP Advisors
Florida
$775
MTIC
213
Missouri Trust & Investment Company
Missouri
$564
PFBT
214
Parkside Financial Bank & Trust
Missouri
$529
TWD
215
True Wealth Design
Ohio
$494
EWA
216
EverSource Wealth Advisors
Alabama
$493
CA
217
Clearstead Advisors
Ohio
$423
SA
218
Strategic Advocates
Utah
$211
SIC
219
SJS Investment Consulting
Ohio
$141
RFP
220
Root Financial Partners
California
$141
JWA
221
JFS Wealth Advisors
Pennsylvania
$106
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$78
GCP
223
GSA Capital Partners
United Kingdom
ACP
224
Arcus Capital Partners
Georgia
Loomis, Sayles & Company
225
Loomis, Sayles & Company
Massachusetts