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Orange County Bancorp
OBT

104 hedge funds and large institutions have $230M invested in Orange County Bancorp in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

10% more capital invested

Capital invested by funds: $208M → $230M (+$21.8M)

9% more funds holding

Funds holding: 95 → 104 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.59% less ownership

Funds ownership: 54.54% → 53.95% (-0.59%)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
36
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$2.19M
2
MCM
Maltese Capital Management
New York
+$1.67M
3
Morgan Stanley
Morgan Stanley
New York
+$1.45M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.23M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$5.26M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.44M
3
BlackRock
BlackRock
New York
-$1.59M
4
ACL
Azora Capital LP
Florida
-$1.53M
5
HVIA
Hudson Valley Investment Advisors
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.38M +$690K +21,678 +101%
N
27
Nuveen
North Carolina
$1.35M +$366K +11,500 +37%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.21M -$11.3K -356 -0.9%
KeyBank National Association
29
KeyBank National Association
Ohio
$1.12M – – –
Victory Capital Management
30
Victory Capital Management
Texas
$1.09M -$127K -4,000 -11%
Barclays
31
Barclays
United Kingdom
$1.07M -$606K -19,053 -36%
Charles Schwab
32
Charles Schwab
California
$1.05M +$11.7K +369 +1%
CIC
33
Carnegie Investment Counsel
Ohio
$1.01M +$96.3K +3,028 +11%
AQR Capital Management
34
AQR Capital Management
Connecticut
$934K +$228K +7,174 +33%
QCM
35
Quantinno Capital Management
New York
$922K +$189K +5,937 +26%
FL
36
Fourthstone LLC
Missouri
$876K -$5.26M -165,462 -86%
SIM
37
SummerHaven Investment Management
Connecticut
$869K -$107K -3,355 -11%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$863K – – –
MAM
39
Martingale Asset Management
Massachusetts
$792K – – –
Renaissance Technologies
40
Renaissance Technologies
New York
$732K +$458K +14,400 +169%
GCM
41
Gator Capital Management
Florida
$690K +$36.4K +1,145 +6%
LPL Financial
42
LPL Financial
California
$679K -$33.9K -1,066 -5%
Citadel Advisors
43
Citadel Advisors
Florida
$673K +$670K +21,050 New
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$572K +$569K +17,876 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$538K – – –
N
46
Numerai
California
$491K +$488K +15,341 New
XT
47
XTX Topco
Cayman Islands
$403K +$400K +12,589 New
Squarepoint
48
Squarepoint
New York
$398K -$459K -14,431 -54%
HIM
49
Hillsdale Investment Management
Ontario, Canada
$390K – – –
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$356K +$354K +11,130 New
1
2
3 4 5

OBT Hedge Fund Activity: Q1 2026 in Review

104 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q1 2026, worth a combined $230M — up 10% from $208M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OBT positions and 9 closed out — a net gain of 10 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.19M. The largest seller was Fourthstone LLC, cutting an estimated $5.26M.

  • 104 institutional investors held Orange County Bancorp (OBT) as of Q1 2026, up from 95 in Q4 2025.
  • Funds reported $230M of Orange County Bancorp stock for Q1 2026, up 10% quarter-over-quarter.
  • 19 funds opened new Orange County Bancorp positions in Q1 2026 and 9 closed out, a net change of +10 holders.
  • The largest Orange County Bancorp buyer in Q1 2026 was American Century Companies, an estimated $2.19M added.
  • The largest Orange County Bancorp seller in Q1 2026 was Fourthstone LLC, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2026.