Oak Valley Bancorp
OVLY
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.
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: 74 → 74 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.94M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$238K |
| 3 |
Goldman Sachs
New York
|
+$197K |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
+$195K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$998K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$762K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$637K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$210K |
| 5 |
Millennium Management
New York
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
76
Arax Advisory Partners
Denver,
Colorado
| – | -$31.5K | -1,119 | Closed |
|
77
Osaic Holdings
Scottsdale,
Arizona
| – | -$28.7K | -1,020 | Closed |
|
|
PS
78
Principal Securities
Des Moines,
Iowa
| – | -$3.55K | -126 | Closed |
|
|
CA
79
Clearstead Advisors
Cleveland,
Ohio
| – | -$113 | -4 | Closed |
|
OVLY Hedge Fund Activity: Q4 2025 in Review
74 of the 8,228 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.