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Oak Valley Bancorp

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.

New
Increased
Maintained
Reduced
Closed

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: 7474 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (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

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
25
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.3M -$7.11K -252 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.1M -$50.6K -1,795 -0.4%
SCP
3
Siena Capital Partners
Illinois
$9.72M -$998K -35,406 -10%
FL
4
Fourthstone LLC
Missouri
$9.18M +$3.94M +139,545 +84%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.8M -$24.9K -882 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.28M +$238K +8,429 +6%
CAM
7
Cresset Asset Management
Illinois
$4.22M
State Street
8
State Street
Massachusetts
$2.98M +$22.7K +806 +0.8%
BCM
9
Bridgeway Capital Management
Texas
$1.75M -$762K -27,037 -32%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.35M -$10.2K -362 -0.8%
Northern Trust
11
Northern Trust
Illinois
$1.35M -$128K -4,536 -9%
Goldman Sachs
12
Goldman Sachs
New York
$1.29M +$197K +6,985 +19%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$983K +$140K +4,960 +18%
Morgan Stanley
14
Morgan Stanley
New York
$925K +$66.8K +2,369 +8%
RC
15
RBF Capital
California
$902K
Barclays
16
Barclays
United Kingdom
$860K +$26.3K +931 +3%
Renaissance Technologies
17
Renaissance Technologies
New York
$745K -$5.64K -200 -0.8%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$716K +$60.3K +2,138 +10%
Citadel Advisors
19
Citadel Advisors
Florida
$635K -$210K -7,463 -26%
American Century Companies
20
American Century Companies
Missouri
$633K
Charles Schwab
21
Charles Schwab
California
$597K -$32.9K -1,168 -6%
Bank of America
22
Bank of America
North Carolina
$574K +$77.7K +2,755 +17%
AQR Capital Management
23
AQR Capital Management
Connecticut
$573K +$44.6K +1,582 +9%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$515K
Bank of New York Mellon
25
Bank of New York Mellon
New York
$481K -$3.92K -139 -0.9%

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.