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Oak Valley Bancorp

74 hedge funds and large institutions have $81.3M invested in Oak Valley Bancorp in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $74.2M → $81.3M (+$7.06M)

0.81% more ownership

Funds ownership: 31.44%32.25% (+0.81%)

0% more funds holding

Funds holding: 7474 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
25
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
26
Seizert Capital Partners
Michigan
$427K
LPL Financial
27
LPL Financial
California
$414K +$36.7K +1,300 +10%
MAM
28
Martingale Asset Management
Massachusetts
$390K +$39.5K +1,400 +12%
Wells Fargo
29
Wells Fargo
California
$351K +$68.3K +2,423 +26%
N
30
Nuveen
North Carolina
$344K
Millennium Management
31
Millennium Management
New York
$343K -$154K -5,463 -32%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$322K
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$259K -$44.8K -1,590 -16%
LSV Asset Management
34
LSV Asset Management
Illinois
$217K
Jane Street
35
Jane Street
New York
$213K -$15.3K -543 -7%
LCM
36
Legato Capital Management
California
$207K +$195K +6,897 New
UBS Group
37
UBS Group
Switzerland
$203K -$45.3K -1,607 -19%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$152K +$64.8K +2,298 +82%
MIM
39
MetLife Investment Management
New Jersey
$121K
JP Morgan Chase
40
JP Morgan Chase
New York
$120K -$56.1K -1,989 -33%
Deutsche Bank
41
Deutsche Bank
Germany
$106K -$3.33K -118 -3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$101K +$1.86K +66 +2%
Mirae Asset Global ETFs Holdings
43
Mirae Asset Global ETFs Holdings
Hong Kong
$97.4K +$197 +7 +0.2%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$86.3K +$4.63K +164 +6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$65K +$2.93K +104 +5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$61.8K
KAS
47
Kestra Advisory Services
Texas
$42.1K +$39.5K +1,401 New
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$41.2K
AF
49
Allworth Financial
California
$31.2K +$56 +2 +0.2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$22.1K +$4.77K +169 +30%

OVLY Hedge Fund Activity: Q4 2025 in Review

74 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q4 2025, worth a combined $81.3M — up 9.5% from $74.2M a quarter earlier.

Fund positioning in OVLY was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 25 added to existing stakes and 27 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.94M. The largest seller was Siena Capital Partners, cutting an estimated $998K.

  • 74 institutional investors held Oak Valley Bancorp (OVLY) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $81.3M of Oak Valley Bancorp stock for Q4 2025, up 9.5% quarter-over-quarter.
  • 5 funds opened new Oak Valley Bancorp positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest Oak Valley Bancorp buyer in Q4 2025 was Fourthstone LLC, an estimated $3.94M added.
  • The largest Oak Valley Bancorp seller in Q4 2025 was Siena Capital Partners, an estimated $998K sold.

Based on aggregated 13F filings for Q4 2025.