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Orange County Bancorp
OBT

95 hedge funds and large institutions have $189M invested in Orange County Bancorp in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

56% more capital invested

Capital invested by funds: $121M → $189M (+$67.4M)

32% more funds holding

Funds holding: 72 → 95 (+23)

10.06% more ownership

Funds ownership: 45.65% → 55.71% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
95
Holders Change
+23
Holders Change %
+31.94%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
33
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.2M
2
BlackRock
BlackRock
New York
+$9.89M
3
FL
Fourthstone LLC
Missouri
+$5.87M
4
ECA
Endeavour Capital Advisors
Connecticut
+$4.84M
5
MCM
Maltese Capital Management
New York
+$2.93M

Top Sellers

Rank Fund Capital Flow
1
MAS
Meeder Advisory Services
Ohio
-$2.66M
2
BFC
Banc Funds Company
Illinois
-$2.53M
3
HVIA
Hudson Valley Investment Advisors
New York
-$422K
4
Deutsche Bank
Deutsche Bank
Germany
-$251K
5
HAI
Hennessy Advisors Inc
California
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$986K +$932K +38,165 New
Millennium Management
27
Millennium Management
New York
$971K +$633K +25,913 +222%
KeyBank National Association
28
KeyBank National Association
Ohio
$904K – – –
Two Sigma Investments
29
Two Sigma Investments
New York
$849K +$482K +19,733 +150%
Citadel Advisors
30
Citadel Advisors
Florida
$816K +$2.9K +119 +0.4%
CIC
31
Carnegie Investment Counsel
Ohio
$734K – – –
NAM
32
NorthCrest Asset Manangement
Minnesota
$713K +$268 +11 +0%
Charles Schwab
33
Charles Schwab
California
$705K -$14K -575 -2%
PFO
34
PMC FIG Opportunities
Israel
$704K +$665K +27,230 New
USCWA
35
U.S. Capital Wealth Advisors
Texas
$698K – – –
Victory Capital Management
36
Victory Capital Management
Texas
$652K +$616K +25,250 New
HAI
37
Hennessy Advisors Inc
California
$646K -$244K -10,000 -29%
KCM
38
Kennedy Capital Management
Missouri
$595K +$562K +23,025 New
MAM
39
Martingale Asset Management
Massachusetts
$588K +$31.7K +1,300 +6%
LPL Financial
40
LPL Financial
California
$557K – – –
Renaissance Technologies
41
Renaissance Technologies
New York
$540K +$278K +11,400 +120%
Ameriprise
42
Ameriprise
Minnesota
$524K +$21K +862 +4%
GCM
43
Gator Capital Management
Florida
$517K +$488K +20,000 New
Squarepoint
44
Squarepoint
New York
$487K +$460K +18,840 New
HighTower Advisors
45
HighTower Advisors
Illinois
$439K +$162K +6,617 +64%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$437K +$610 +25 +0.1%
N
47
Nuveen
North Carolina
$390K -$118K -4,836 -24%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$307K -$9.84K -403 -3%
Invesco
49
Invesco
Georgia
$306K -$58.6K -2,401 -17%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$299K -$36.2K -1,484 -11%
1
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OBT Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q2 2025, worth a combined $189M — up 56% from $121M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OBT positions and 5 closed out — a net gain of 23 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.2M. The largest seller was Meeder Advisory Services, exiting entirely with an estimated $2.66M sold.

  • 95 institutional investors held Orange County Bancorp (OBT) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $189M of Orange County Bancorp stock for Q2 2025, up 56% quarter-over-quarter.
  • 28 funds opened new Orange County Bancorp positions in Q2 2025 and 5 closed out, a net change of +23 holders.
  • The largest Orange County Bancorp buyer in Q2 2025 was Wellington Management Group, an estimated $11.2M added.
  • The largest Orange County Bancorp seller in Q2 2025 was Meeder Advisory Services, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2025.