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Oak Valley Bancorp

74 hedge funds and large institutions have $74.2M invested in Oak Valley Bancorp in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

7% more funds holding

Funds holding: 6974 (+5)

2% more capital invested

Capital invested by funds: $72.8M → $74.2M (+$1.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 31.87%31.44% (-0.43%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.4M +$700K +24,970 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.4M -$233K -8,302 -2%
SCP
3
Siena Capital Partners
Illinois
$10.1M
FL
4
Fourthstone LLC
Missouri
$4.67M +$685K +24,456 +17%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.52M -$26.9K -959 -0.6%
CAM
6
Cresset Asset Management
Illinois
$3.95M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.77M +$133K +4,731 +4%
State Street
8
State Street
Massachusetts
$2.77M -$12.7K -455 -0.5%
BCM
9
Bridgeway Capital Management
Texas
$2.4M -$166K -5,909 -6%
Northern Trust
10
Northern Trust
Illinois
$1.39M -$60.1K -2,145 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.28M
Goldman Sachs
12
Goldman Sachs
New York
$1.01M +$597K +21,293 +146%
RC
13
RBF Capital
California
$845K
Citadel Advisors
14
Citadel Advisors
Florida
$806K +$31.8K +1,136 +4%
Morgan Stanley
15
Morgan Stanley
New York
$800K +$42.7K +1,523 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$782K +$197K +7,027 +34%
Barclays
17
Barclays
United Kingdom
$779K +$52.5K +1,874 +7%
Renaissance Technologies
18
Renaissance Technologies
New York
$703K +$19.6K +700 +3%
EF
19
Empowered Funds
Pennsylvania
$637K -$81.5K -2,909 -11%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$604K +$178K +6,338 +42%
American Century Companies
21
American Century Companies
Missouri
$593K
Charles Schwab
22
Charles Schwab
California
$593K +$23.8K +850 +4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$492K +$273K +9,743 +126%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$483K
Millennium Management
25
Millennium Management
New York
$476K +$126K +4,503 +36%

OVLY Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Oak Valley Bancorp (OVLY) for Q3 2025, worth a combined $74.2M — up 2% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OVLY positions and 5 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $700K. The largest seller was M3F Inc, exiting entirely with an estimated $3.1M sold.

  • 74 institutional investors held Oak Valley Bancorp (OVLY) as of Q3 2025, up from 69 in Q2 2025.
  • Funds reported $74.2M of Oak Valley Bancorp stock for Q3 2025, up 2% quarter-over-quarter.
  • 10 funds opened new Oak Valley Bancorp positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Oak Valley Bancorp buyer in Q3 2025 was BlackRock, an estimated $700K added.
  • The largest Oak Valley Bancorp seller in Q3 2025 was M3F Inc, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2025.