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Oak Valley Bancorp

74 hedge funds and large institutions have $74.2M invested in Oak Valley Bancorp in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

7% more funds holding

Funds holding: 6974 (+5)

2% more capital invested

Capital invested by funds: $72.8M → $74.2M (+$1.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 31.87%31.44% (-0.43%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$460K +$98.3K +3,510 +27%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$455K +$7.54K +269 +2%
SCP
28
Seizert Capital Partners
Michigan
$400K
LPL Financial
29
LPL Financial
California
$351K +$85.5K +3,051 +32%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$330K
MAM
31
Martingale Asset Management
Massachusetts
$326K +$324K +11,571 New
N
32
Nuveen
North Carolina
$323K
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$287K -$5.74K -205 -2%
Wells Fargo
34
Wells Fargo
California
$260K +$24K +857 +10%
UBS Group
35
UBS Group
Switzerland
$236K -$4.76K -170 -2%
Jane Street
36
Jane Street
New York
$215K +$420 +15 +0.2%
LSV Asset Management
37
LSV Asset Management
Illinois
$204K +$121K +4,307 +148%
JP Morgan Chase
38
JP Morgan Chase
New York
$169K +$32.1K +1,145 +24%
MIM
39
MetLife Investment Management
New Jersey
$113K
Deutsche Bank
40
Deutsche Bank
Germany
$103K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$92K +$28K +1,001 +44%
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$91.1K -$14.2K -506 -14%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$76.3K +$41.9K +1,496 +123%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$76K +$78.1K +2,787 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$58K -$87.8K -3,132 -60%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$57.9K -$56K -2,000 -49%
PFSRSONJ
47
Police & Firemen's Retirement System of New Jersey
New Jersey
$38.6K
AAP
48
Arax Advisory Partners
Colorado
$31.5K +$31.4K +1,119 New
AF
49
Allworth Financial
California
$29.2K +$532 +19 +2%
Osaic Holdings
50
Osaic Holdings
Arizona
$28.7K +$28.6K +1,020 New

OVLY Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2025, worth a combined $74.2M — up 2% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OVLY positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $700K. The largest seller was M3F Inc, exiting entirely with an estimated $3.1M sold.

  • 74 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2025, up from 69 in Q2 2025.
  • Funds reported $74.2M of Oak Valley Bancorp stock for Q3 2025, up 2% quarter-over-quarter.
  • 10 funds opened new Oak Valley Bancorp positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Oak Valley Bancorp buyer in Q3 2025 was BlackRock, an estimated $700K added.
  • The largest Oak Valley Bancorp seller in Q3 2025 was M3F Inc, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2025.