Live Oak Bancshares
209 hedge funds and large institutions have $919M invested in Live Oak Bancshares in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 92 increasing their positions, 59 reducing their positions, and 38 closing their positions.
5,436% more call options, than puts
Call options by funds: $775K | Put options by funds: $14K
56% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 59
14% more capital invested
Capital invested by funds: $804M → $919M (+$115M)
1.45% more ownership
Funds ownership: 66.15% → 67.59% (+1.4%)
7% less funds holding
Funds holding: 224 → 209 (-15)
37% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$8.84M |
| 2 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$4.93M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.5M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$4.27M |
| 5 |
Goldman Sachs
New York
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.84M |
| 2 |
Citigroup
New York
|
-$6.66M |
| 3 |
Jane Street
New York
|
-$5.19M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$4.03M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.88M |
LOB Hedge Fund Activity: Q2 2025 in Review
209 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q2 2025, worth a combined $919M — up 14% from $804M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of LOB and 24 opened new positions — a net loss of 14 holders — while 59 trimmed existing stakes and 92 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $8.84M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $9.84M sold.
- 209 institutional investors held Live Oak Bancshares (LOB) as of Q2 2025, down from 224 in Q1 2025.
- Funds reported $919M of Live Oak Bancshares stock for Q2 2025, up 14% quarter-over-quarter.
- 24 funds opened new Live Oak Bancshares positions in Q2 2025 and 38 closed out, a net change of -14 holders.
- The largest Live Oak Bancshares buyer in Q2 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $8.84M added.
- The largest Live Oak Bancshares seller in Q2 2025 was Balyasny Asset Management, an estimated $9.84M sold.
Based on aggregated 13F filings for Q2 2025.