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Oak Valley Bancorp

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: 6869 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
-$200 -8 Closed
C
77
Covestor
United Kingdom
-$51 -2 -11%

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.