Live Oak Bancshares
229 hedge funds and large institutions have $1.12B invested in Live Oak Bancshares in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 23 closing their positions.
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
15% more call options, than puts
Call options by funds: $2.13M | Put options by funds: $1.85M
4.44% more ownership
Funds ownership: 66.71% → 71.14% (+4.4%)
3% more funds holding
Funds holding: 223 → 229 (+6)
4% more capital invested
Capital invested by funds: $1.07B → $1.12B (+$47.1M)
5% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$42.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$21.7M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$18.7M |
| 4 |
BlackRock
New York
|
+$11.9M |
| 5 |
RA
Royce & Associates
New York
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$6.51M |
| 3 |
TCOTS
Trust Company of the South
Greensboro,
North Carolina
|
-$5.44M |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$4.18M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$4.1M |
LOB Hedge Fund Activity: Q4 2025 in Review
229 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Live Oak Bancshares (LOB) for Q4 2025, worth a combined $1.12B — up 4.4% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LOB positions and 23 closed out — a net gain of 8 holders — while 76 added to existing stakes and 80 trimmed.
The largest buyer was NewEdge Wealth, opening a new position worth an estimated $42.2M. The largest seller was Ameriprise, cutting an estimated $12.9M.
- 229 institutional investors held Live Oak Bancshares (LOB) as of Q4 2025, up from 223 in Q3 2025.
- Funds reported $1.12B of Live Oak Bancshares stock for Q4 2025, up 4.4% quarter-over-quarter.
- 31 funds opened new Live Oak Bancshares positions in Q4 2025 and 23 closed out, a net change of +8 holders.
- The largest Live Oak Bancshares buyer in Q4 2025 was NewEdge Wealth, an estimated $42.2M added.
- The largest Live Oak Bancshares seller in Q4 2025 was Ameriprise, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2025.