Live Oak Bancshares
223 hedge funds and large institutions have $803M invested in Live Oak Bancshares in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 33 closing their positions.
201% more call options, than puts
Call options by funds: $1.47M | Put options by funds: $490K
67% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 51
27% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 33
4% more funds holding
Funds holding: 215 → 223 (+8)
1.02% less ownership
Funds ownership: 67.15% → 66.13% (-1%)
33% less capital invested
Capital invested by funds: $1.2B → $803M (-$397M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$19.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.7M |
| 3 |
Citigroup
New York
|
+$7.96M |
| 4 |
D.E. Shaw & Co
New York
|
+$7.49M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$80.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.1M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$13.3M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$7.3M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$5.31M |
LOB Hedge Fund Activity: Q1 2025 in Review
223 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q1 2025, worth a combined $803M — down 33% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new LOB positions and 33 closed out — a net gain of 9 holders — while 85 added to existing stakes and 51 trimmed.
The largest buyer was Millennium Management, adding an estimated $19.8M. The largest seller was Capital International Investors, exiting entirely with an estimated $80.7M sold.
- 223 institutional investors held Live Oak Bancshares (LOB) as of Q1 2025, up from 215 in Q4 2024.
- Funds reported $803M of Live Oak Bancshares stock for Q1 2025, down 33% quarter-over-quarter.
- 42 funds opened new Live Oak Bancshares positions in Q1 2025 and 33 closed out, a net change of +9 holders.
- The largest Live Oak Bancshares buyer in Q1 2025 was Millennium Management, an estimated $19.8M added.
- The largest Live Oak Bancshares seller in Q1 2025 was Capital International Investors, an estimated $80.7M sold.
Based on aggregated 13F filings for Q1 2025.