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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
TRCT
51
Tower Research Capital (TRC)
New York
$30.9K +$19.1K +751 +196%
AF
52
Allworth Financial
California
$27.7K +$229 +9 +0.9%
Legal & General Group
53
Legal & General Group
United Kingdom
$17.3K – – –
AIP
54
Ameritas Investment Partners
Nebraska
$15.1K – – –
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$13.5K – – –
Raymond James Financial
56
Raymond James Financial
Florida
$7.6K +$7.1K +279 New
AB
57
Amalgamated Bank
New York
$6K – – –
SCM
58
Sterling Capital Management
North Carolina
$5.23K +$1.78K +70 +57%
GI
59
GAMMA Investing
California
$3.95K +$3.69K +145 New
PS
60
Principal Securities
Iowa
$3.43K -$280 -11 -8%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$3.21K – – –
EP
62
Essential Partners
California
$2.29K +$2.14K +84 New
HCA
63
Harbor Capital Advisors
Illinois
$2K – – –
EWA
64
EverSource Wealth Advisors
Alabama
$1.42K +$1.15K +45 +643%
IA
65
IFP Advisors
Florida
$381 +$356 +14 New
SS
66
SBI Securities
Japan
$109 -$4.91K -193 -98%
TWD
67
True Wealth Design
Ohio
$28 -$76 -3 -75%
CSC
68
Caldwell Sutter Capital
California
$27 – – –
VA
69
Valmark Advisers
Ohio
– -$1.5M -60,009 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
– -$245K -9,798 Closed
Squarepoint
71
Squarepoint
New York
– -$221K -8,868 Closed
Two Sigma Advisers
72
Two Sigma Advisers
New York
– -$210K -8,400 Closed
CF
73
Corebridge Financial
Texas
– -$83.3K -3,339 Closed
PMAM
74
Picton Mahoney Asset Management
Ontario, Canada
– -$3K -93 Closed
CCM
75
Coldstream Capital Management
Washington
– -$799 -32 Closed
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.