Oak Valley Bancorp
OVLY
68 hedge funds and large institutions have $66.7M invested in Oak Valley Bancorp in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
10% more funds holding
Funds holding: 62 → 68 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
0.51% less ownership
Funds ownership: 32.5% → 31.99% (-0.51%)
16% less capital invested
Capital invested by funds: $79.5M → $66.7M (-$12.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$2.71M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$951K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$447K |
| 4 |
Millennium Management
New York
|
+$364K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.39M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$618K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$497K |
| 4 |
JP Morgan Chase
New York
|
-$326K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$257K |
OVLY Hedge Fund Activity: Q1 2025 in Review
68 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q1 2025, worth a combined $66.7M — down 16% from $79.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OVLY positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $2.71M. The largest seller was Fidelity Investments, cutting an estimated $5.39M.
- 68 institutional investors held Oak Valley Bancorp (OVLY) as of Q1 2025, up from 62 in Q4 2024.
- Funds reported $66.7M of Oak Valley Bancorp stock for Q1 2025, down 16% quarter-over-quarter.
- 10 funds opened new Oak Valley Bancorp positions in Q1 2025 and 4 closed out, a net change of +6 holders.
- The largest Oak Valley Bancorp buyer in Q1 2025 was Fourthstone LLC, an estimated $2.71M added.
- The largest Oak Valley Bancorp seller in Q1 2025 was Fidelity Investments, an estimated $5.39M sold.
Based on aggregated 13F filings for Q1 2025.