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Oak Valley Bancorp
OVLY

Overview Fund Activity

68 hedge funds and large institutions have $66.7M invested in Oak Valley Bancorp in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
18
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$2.59M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$909K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$428K
4
Millennium Management
Millennium Management
New York
+$348K
5
Citadel Advisors
Citadel Advisors
Florida
+$328K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.15M
2
KAS
Kestra Advisory Services
Texas
-$618K
3
BCM
Bridgeway Capital Management
Texas
-$475K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$312K
5
EF
Empowered Funds
Pennsylvania
-$246K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$25.1K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$15.8K – – –
AIP
53
Ameritas Investment Partners
Nebraska
$13.9K – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$12.3K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$9.56K -$28K -1,123 -75%
AB
56
Amalgamated Bank
New York
$6K – – –
SS
57
SBI Securities
Japan
$4.92K – – –
PS
58
Principal Securities
Iowa
$4.01K – – –
SCM
59
Sterling Capital Management
North Carolina
$3.05K -$2.4K -96 -44%
PMAM
60
Picton Mahoney Asset Management
Ontario, Canada
$3K +$3K +93 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$2.95K – – –
HCA
62
Harbor Capital Advisors
Illinois
$2K – – –
CCM
63
Coldstream Capital Management
Washington
$799 +$799 +32 New
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$200 +$200 +8 New
EWA
65
EverSource Wealth Advisors
Alabama
$175 +$175 +7 New
TWD
66
True Wealth Design
Ohio
$100 +$100 +4 New
CSC
67
Caldwell Sutter Capital
California
$25 – – –
KAS
68
Kestra Advisory Services
Texas
– -$618K -21,118 Closed
LCM
69
Legato Capital Management
California
– -$212K -7,245 Closed
AAP
70
Arax Advisory Partners
Colorado
– -$234 -8 Closed
GI
71
GAMMA Investing
California
– -$146 -5 Closed
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