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Oak Valley Bancorp
OVLY

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: 68 → 69 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$960K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$732K
3
KAS
Kestra Advisory Services
Texas
+$538K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$298K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$271K

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$1.5M
2
BlackRock
BlackRock
New York
-$669K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$250K
4
Two Sigma Investments
Two Sigma Investments
New York
-$245K
5
Squarepoint
Squarepoint
New York
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$12.3M -$669K -26,293 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.2M +$732K +28,753 +7%
SCP
3
Siena Capital Partners
Illinois
$9.77M – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.4M +$66K +2,592 +2%
FL
5
Fourthstone LLC
Missouri
$3.85M +$960K +37,692 +36%
CAM
6
Cresset Asset Management
Illinois
$3.82M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.52M +$271K +10,632 +9%
MI
8
M3F Inc
Utah
$3.1M -$219K -8,596 -7%
State Street
9
State Street
Massachusetts
$2.69M +$241K +9,468 +11%
BCM
10
Bridgeway Capital Management
Texas
$2.48M -$31.1K -1,222 -1%
Northern Trust
11
Northern Trust
Illinois
$1.4M -$26.6K -1,045 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.24M -$9.01K -354 -0.8%
RC
13
RBF Capital
California
$817K – – –
Citadel Advisors
14
Citadel Advisors
Florida
$748K +$4.81K +189 +0.7%
Morgan Stanley
15
Morgan Stanley
New York
$732K +$40.8K +1,603 +6%
Barclays
16
Barclays
United Kingdom
$702K +$130K +5,112 +25%
EF
17
Empowered Funds
Pennsylvania
$695K -$10.8K -424 -2%
Renaissance Technologies
18
Renaissance Technologies
New York
$661K -$102K -4,000 -14%
KAS
19
Kestra Advisory Services
Texas
$575K +$538K +21,118 New
American Century Companies
20
American Century Companies
Missouri
$573K – – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$565K +$132K +5,176 +33%
Charles Schwab
22
Charles Schwab
California
$550K +$15.3K +600 +3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$467K – – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$433K -$2.6K -102 -0.6%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$409K +$66.3K +2,603 +21%
1
2 3 4

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.