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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
Legal & General Group
51
Legal & General Group
United Kingdom
$19.1K
AIP
52
Ameritas Investment Partners
Nebraska
$16.7K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$12.6K -$2.12K -75 -15%
TRCT
54
Tower Research Capital (TRC)
New York
$12.1K -$1.1K -39 -9%
SCM
55
Sterling Capital Management
North Carolina
$11.8K -$2.2K -78 -17%
AB
56
Amalgamated Bank
New York
$6K -$338 -12 -5%
Citigroup
57
Citigroup
New York
$4.93K -$19K -675 -80%
EP
58
Essential Partners
California
$4.57K +$197 +7 +5%
GI
59
GAMMA Investing
California
$4.06K -$282 -10 -7%
Optiver Holding
60
Optiver Holding
Netherlands
$3.13K
HCA
61
Harbor Capital Advisors
Illinois
$3K -$28 -1 -1%
EWA
62
EverSource Wealth Advisors
Alabama
$2.46K +$28 +1 +1%
C
63
Covestor
United Kingdom
$1K +$310 +11 +73%
IA
64
IFP Advisors
Florida
$752 +$169 +6 +32%
UBS AM
65
UBS AM
Illinois
$481 +$451 +16 New
FFA
66
Farther Finance Advisors
California
$301 -$11K -389 -97%
TWD
67
True Wealth Design
Ohio
$151 -$28 -1 -17%
SS
68
SBI Securities
Japan
$120
RIL
69
Rothschild Investment LLC
Illinois
$90 +$28 +1 +50%
MCM
70
MAI Capital Management
Ohio
$61 +$56 +2 New
SIC
71
SJS Investment Consulting
Ohio
$61 +$56 +2 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$60 -$3.27K -116 -98%
SS
73
Sunbelt Securities
Texas
$60
CSC
74
Caldwell Sutter Capital
California
$30
EF
75
Empowered Funds
Pennsylvania
-$637K -22,615 Closed

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.