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Oak Valley Bancorp
OVLY

69 hedge funds and large institutions have $72.8M invested in Oak Valley Bancorp in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $66.7M → $72.8M (+$6.01M)

1% more funds holding

Funds holding: 68 → 69 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 31.99% → 31.87% (-0.12%)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
20
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$960K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$732K
3
KAS
Kestra Advisory Services
Texas
+$538K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$298K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$271K

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$1.5M
2
BlackRock
BlackRock
New York
-$669K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250K
4
Two Sigma Investments
Two Sigma Investments
New York
-$245K
5
Squarepoint
Squarepoint
New York
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$398K -$205K -8,046 -35%
SCP
27
Seizert Capital Partners
Michigan
$387K -$8.86K -348 -2%
Bank of America
28
Bank of America
North Carolina
$349K -$24.1K -946 -7%
Millennium Management
29
Millennium Management
New York
$337K -$39.7K -1,561 -11%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$319K +$298K +11,720 New
N
31
Nuveen
North Carolina
$312K +$70.6K +2,773 +32%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$283K +$98.6K +3,875 +59%
LPL Financial
33
LPL Financial
California
$257K -$45.4K -1,784 -16%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$235K -$37.1K -1,457 -14%
UBS Group
35
UBS Group
Switzerland
$233K -$41.7K -1,640 -16%
Wells Fargo
36
Wells Fargo
California
$228K +$7.56K +297 +4%
AQR Capital Management
37
AQR Capital Management
Connecticut
$211K +$197K +7,738 New
Jane Street
38
Jane Street
New York
$208K +$194K +7,629 New
SO
39
Sierra Ocean
California
$152K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$142K +$4.84K +190 +4%
JP Morgan Chase
41
JP Morgan Chase
New York
$132K -$158K -6,201 -56%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$111K – – –
MIM
43
MetLife Investment Management
New Jersey
$110K – – –
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$102K -$8.76K -344 -8%
Deutsche Bank
45
Deutsche Bank
Germany
$99.6K – – –
Citigroup
46
Citigroup
New York
$80.7K -$57.3K -2,252 -43%
LSV Asset Management
47
LSV Asset Management
Illinois
$79K +$74.3K +2,917 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$62K +$4.25K +167 +8%
PFSRSONJ
49
Police & Firemen's Retirement System of New Jersey
New Jersey
$37.3K – – –
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$33K -$250K -9,816 -89%
1
2
3 4

OVLY Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q2 2025, worth a combined $72.8M — up 9% from $66.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OVLY positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $960K. The largest seller was Valmark Advisers, exiting entirely with an estimated $1.5M sold.

  • 69 institutional investors held Oak Valley Bancorp (OVLY) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $72.8M of Oak Valley Bancorp stock for Q2 2025, up 9% quarter-over-quarter.
  • 9 funds opened new Oak Valley Bancorp positions in Q2 2025 and 8 closed out, a net change of +1 holder.
  • The largest Oak Valley Bancorp buyer in Q2 2025 was Fourthstone LLC, an estimated $960K added.
  • The largest Oak Valley Bancorp seller in Q2 2025 was Valmark Advisers, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2025.