Live Oak Bancshares
240 hedge funds and large institutions have $1.34B invested in Live Oak Bancshares in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 86 increasing their positions, 66 reducing their positions, and 21 closing their positions.
67% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 21
30% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 66
24% more capital invested
Capital invested by funds: $1.08B → $1.34B (+$262M)
5% more funds holding
Funds holding: 228 → 240 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 71.18% → 70.99% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$18.2M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.97M |
| 3 |
AG
Algert Global
San Francisco,
California
|
+$8.35M |
| 4 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
+$4.56M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$9.79M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$6.93M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$5.74M |
| 4 |
Goldman Sachs
New York
|
-$4.32M |
| 5 |
Millennium Management
New York
|
-$4.21M |
LOB Hedge Fund Activity: Q2 2026 in Review
240 institutional investors reported a position in Live Oak Bancshares (LOB) for Q2 2026, worth a combined $1.34B — up 24% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new LOB positions and 21 closed out — a net gain of 14 holders — while 86 added to existing stakes and 66 trimmed.
The largest buyer was American Century Companies, adding an estimated $18.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $9.79M.
- 240 institutional investors held Live Oak Bancshares (LOB) as of Q2 2026, up from 228 in Q1 2026.
- Funds reported $1.34B of Live Oak Bancshares stock for Q2 2026, up 24% quarter-over-quarter.
- 35 funds opened new Live Oak Bancshares positions in Q2 2026 and 21 closed out, a net change of +14 holders.
- The largest Live Oak Bancshares buyer in Q2 2026 was American Century Companies, an estimated $18.2M added.
- The largest Live Oak Bancshares seller in Q2 2026 was Barrow, Hanley, Mewhinney & Strauss, an estimated $9.79M sold.
Based on aggregated 13F filings for Q2 2026.