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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 +$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
VCM
201
Versant Capital Management
Arizona
$2.71K
FFO
202
Fortitude Family Office
Arizona
$2.68K
MCM
203
MAI Capital Management
Ohio
$2.64K
RIL
204
Rothschild Investment LLC
Illinois
$2.46K
GSWM
205
Golden State Wealth Management
California
$2.29K
HFS
206
Hantz Financial Services
Michigan
$2K
IA
207
IFP Advisors
Florida
$1.87K
AF
208
Allworth Financial
California
$1.8K
AWM
209
Abound Wealth Management
Tennessee
$1.41K
PA
210
Parallel Advisors
California
$1.34K
RA
211
Rise Advisors
New York
$1.34K
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$1.06K
C
213
Covestor
United Kingdom
$1K
MTIC
214
Missouri Trust & Investment Company
Missouri
$564
PFBT
215
Parkside Financial Bank & Trust
Missouri
$529
TWD
216
True Wealth Design
Ohio
$494
EWA
217
EverSource Wealth Advisors
Alabama
$493
CA
218
Clearstead Advisors
Ohio
$423
SA
219
Strategic Advocates
Utah
$211
SIC
220
SJS Investment Consulting
Ohio
$141
RFP
221
Root Financial Partners
California
$141
JWA
222
JFS Wealth Advisors
Pennsylvania
$106
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$78
GCP
224
GSA Capital Partners
United Kingdom
ACP
225
Arcus Capital Partners
Georgia