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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
Citigroup
51
Citigroup
New York
$23.6K -$59.5K -2,125 -72%
Legal & General Group
52
Legal & General Group
United Kingdom
$17.9K
Russell Investments Group
53
Russell Investments Group
United Kingdom
$15.9K +$15.9K +566 New
AIP
54
Ameritas Investment Partners
Nebraska
$15.7K
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$13.9K
SCM
56
Sterling Capital Management
North Carolina
$13.3K +$7.84K +280 +146%
TRCT
57
Tower Research Capital (TRC)
New York
$12.5K -$19.4K -692 -61%
FFA
58
Farther Finance Advisors
California
$11.2K +$11.2K +399 New
AB
59
Amalgamated Bank
New York
$6K
GI
60
GAMMA Investing
California
$4.08K
EP
61
Essential Partners
California
$4.08K +$1.71K +61 +73%
PS
62
Principal Securities
Iowa
$3.55K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$3.32K
Optiver Holding
64
Optiver Holding
Netherlands
$2.93K +$2.91K +104 New
EWA
65
EverSource Wealth Advisors
Alabama
$2.28K +$813 +29 +56%
HCA
66
Harbor Capital Advisors
Illinois
$2K
IA
67
IFP Advisors
Florida
$535 +$140 +5 +36%
TWD
68
True Wealth Design
Ohio
$170 +$140 +5 +500%
SS
69
SBI Securities
Japan
$113
CA
70
Clearstead Advisors
Ohio
$113 +$112 +4 New
RIL
71
Rothschild Investment LLC
Illinois
$56 +$56 +2 New
SS
72
Sunbelt Securities
Texas
$56 +$56 +2 New
CSC
73
Caldwell Sutter Capital
California
$28
MI
74
M3F Inc
Utah
-$3.1M -113,840 Closed
KAS
75
Kestra Advisory Services
Texas
-$575K -21,118 Closed

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.