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Orange County Bancorp
OBT

94 hedge funds and large institutions have $184M invested in Orange County Bancorp in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.94% less ownership

Funds ownership: 55.71% → 54.77% (-0.94%)

2% less capital invested

Capital invested by funds: $189M → $184M (-$4.2M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 95 → 94 (-1)

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
43
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.7M
2
American Century Companies
American Century Companies
Missouri
+$1.02M
3
First Trust Advisors
First Trust Advisors
Illinois
+$840K
4
SIM
SummerHaven Investment Management
Connecticut
+$798K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$787K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.79M
2
ECA
Endeavour Capital Advisors
Connecticut
-$5.12M
3
FL
Fourthstone LLC
Missouri
-$4.41M
4
MCM
Maltese Capital Management
New York
-$2.93M
5
BFC
Banc Funds Company
Illinois
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$882K – – –
Victory Capital Management
27
Victory Capital Management
Texas
$867K +$239K +9,146 +36%
KCM
28
Kennedy Capital Management
Missouri
$827K +$255K +9,760 +42%
Charles Schwab
29
Charles Schwab
California
$817K +$134K +5,146 +19%
First Trust Advisors
30
First Trust Advisors
Illinois
$811K +$840K +32,153 New
Bank of America
31
Bank of America
North Carolina
$788K -$565K -21,622 -41%
N
32
Nuveen
North Carolina
$778K +$412K +15,760 +104%
SIM
33
SummerHaven Investment Management
Connecticut
$770K +$798K +30,542 New
CIC
34
Carnegie Investment Counsel
Ohio
$716K – – –
USCWA
35
U.S. Capital Wealth Advisors
Texas
$681K – – –
NAM
36
NorthCrest Asset Manangement
Minnesota
$639K +$2.14K +82 +0.3%
MAM
37
Martingale Asset Management
Massachusetts
$574K – – –
LPL Financial
38
LPL Financial
California
$540K -$3.92K -150 -0.7%
UBS Group
39
UBS Group
Switzerland
$513K +$387K +14,837 +269%
GCM
40
Gator Capital Management
Florida
$509K +$4.7K +180 +0.9%
AQR Capital Management
41
AQR Capital Management
Connecticut
$500K +$518K +19,824 New
Ameriprise
42
Ameriprise
Minnesota
$452K -$61.4K -2,353 -12%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$425K -$575 -22 -0.1%
Jane Street
44
Jane Street
New York
$342K +$124K +4,738 +54%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$318K +$115K +4,400 +54%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$308K +$319K +12,200 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$299K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$292K +$302K +11,566 New
Renaissance Technologies
49
Renaissance Technologies
New York
$275K -$261K -10,000 -48%
JP Morgan Chase
50
JP Morgan Chase
New York
$269K +$12.4K +476 +5%
1
2
3 4 5

OBT Hedge Fund Activity: Q3 2025 in Review

94 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2025, worth a combined $184M — down 2.2% from $189M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OBT and 12 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 43 added.

The largest buyer was BlackRock, adding an estimated $21.7M. The largest seller was Wellington Management Group, cutting an estimated $9.79M.

  • 94 institutional investors held Orange County Bancorp (OBT) as of Q3 2025, down from 95 in Q2 2025.
  • Funds reported $184M of Orange County Bancorp stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 12 funds opened new Orange County Bancorp positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest Orange County Bancorp buyer in Q3 2025 was BlackRock, an estimated $21.7M added.
  • The largest Orange County Bancorp seller in Q3 2025 was Wellington Management Group, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2025.