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Orange County Bancorp
OBT

72 hedge funds and large institutions have $121M invested in Orange County Bancorp in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

11% more funds holding

Funds holding: 65 → 72 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less capital invested

Capital invested by funds: $142M → $121M (-$21M)

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

44.7% less ownership

Funds ownership: 90.34% → 45.65% (-45%)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% 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
12
Increased
18
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAS
Meeder Advisory Services
Ohio
+$2.91M
2
CIC
Carnegie Investment Counsel
Ohio
+$727K
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$691K
4
MAM
Martingale Asset Management
Massachusetts
+$549K
5
American Century Companies
American Century Companies
Missouri
+$422K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.09M
2
Ameriprise
Ameriprise
Minnesota
-$676K
3
HVIA
Hudson Valley Investment Advisors
New York
-$652K
4
HAI
Hennessy Advisors Inc
California
-$537K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$502K +$549K +21,461 New
N
27
Nuveen
North Carolina
$466K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$458K -$476K -18,614 -49%
Ameriprise
29
Ameriprise
Minnesota
$454K -$676K -26,426 -58%
Bank of America
30
Bank of America
North Carolina
$440K +$37.1K +1,449 +8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$395K +$2.12K +83 +0.5%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$345K +$378K +14,757 New
Invesco
33
Invesco
Georgia
$333K -$73.2K -2,862 -17%
Two Sigma Investments
34
Two Sigma Investments
New York
$307K +$65.1K +2,546 +24%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$306K +$334K +13,066 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$287K +$124K +4,855 +65%
Millennium Management
37
Millennium Management
New York
$273K +$298K +11,660 New
Deutsche Bank
38
Deutsche Bank
Germany
$251K -$40.6K -1,585 -13%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$246K -$22.2K -869 -8%
HighTower Advisors
40
HighTower Advisors
Illinois
$243K -$10.5K -412 -4%
Renaissance Technologies
41
Renaissance Technologies
New York
$222K -$69.1K -2,700 -22%
Jane Street
42
Jane Street
New York
$204K +$223K +8,727 New
Citigroup
43
Citigroup
New York
$178K -$19.2K -749 -9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$156K -$58.1K -2,271 -25%
UBS Group
45
UBS Group
Switzerland
$155K -$42.7K -1,670 -20%
MIM
46
MetLife Investment Management
New Jersey
$146K -$3.5K -137 -2%
Wells Fargo
47
Wells Fargo
California
$143K +$3.45K +135 +2%
Mirae Asset Global ETFs Holdings
48
Mirae Asset Global ETFs Holdings
Hong Kong
$141K +$5.83K +228 +4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$124K – – –
CF
50
Corebridge Financial
Texas
$117K -$1.92K -75 -1%
1
2
3 4

OBT Hedge Fund Activity: Q1 2025 in Review

72 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q1 2025, worth a combined $121M — down 15% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OBT positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 31 trimmed.

The largest buyer was Meeder Advisory Services, opening a new position worth an estimated $2.91M. The largest seller was Banc Funds Company, cutting an estimated $1.09M.

  • 72 institutional investors held Orange County Bancorp (OBT) as of Q1 2025, up from 65 in Q4 2024.
  • Funds reported $121M of Orange County Bancorp stock for Q1 2025, down 15% quarter-over-quarter.
  • 12 funds opened new Orange County Bancorp positions in Q1 2025 and 4 closed out, a net change of +8 holders.
  • The largest Orange County Bancorp buyer in Q1 2025 was Meeder Advisory Services, an estimated $2.91M added.
  • The largest Orange County Bancorp seller in Q1 2025 was Banc Funds Company, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2025.