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Live Oak Bancshares
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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
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M
2
CP
CenterBook Partners
Connecticut
$10.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$9.67M
4
BFM
Boothbay Fund Management
New York
$4.72M
5
Goldman Sachs
Goldman Sachs
New York
$11.7M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Citigroup
Citigroup
New York
$1.44M
3
Jane Street
Jane Street
New York
$282K
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$27.3M
5
BCM
Bridgeway Capital Management
Texas
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$194M +$765K +25,673 +0.4%
BlackRock
2
BlackRock
New York
$81.3M +$793K +26,617 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$80.1M +$917K +30,770 +1%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$56.1M +$9.76M +327,575 +21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.9M +$3.36M +112,819 +8%
State Street
6
State Street
Massachusetts
$38.8M +$1.05M +35,201 +3%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$27.3M -$4.45M -149,228 -14%
SAM
8
Southernsun Asset Management
Tennessee
$26.8M +$828K +27,795 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.4M +$663K +22,230 +3%
Millennium Management
10
Millennium Management
New York
$19.1M -$1.43M -48,049 -7%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$13.2M +$1.72M +57,687 +15%
Goldman Sachs
12
Goldman Sachs
New York
$11.7M +$3.79M +127,154 +48%
MFWM
13
Motley Fool Wealth Management
Virginia
$10.9M +$3.06M +102,749 +39%
CP
14
CenterBook Partners
Connecticut
$10.6M +$5.45M +182,851 +105%
TCOTS
15
Trust Company of the South
North Carolina
$9.83M -$17.9K -600 -0.2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$9.67M +$4.97M +166,750 +106%
Northern Trust
17
Northern Trust
Illinois
$8.89M -$246K -8,247 -3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M -$107K -3,602 -1%
NL
19
Nuveen LLC
North Carolina
$8.63M -$446K -14,962 -5%
Charles Schwab
20
Charles Schwab
California
$8.54M +$167K +5,602 +2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$8.41M +$1.52M +50,909 +22%
Citadel Advisors
22
Citadel Advisors
Florida
$7.64M -$1.65M -55,510 -18%
Morgan Stanley
23
Morgan Stanley
New York
$6.85M +$1.82M +61,059 +36%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$6.63M -$1.79M -60,211 -21%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$6.11M -$1.81M -60,801 -23%
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