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Orange County Bancorp
OBT

95 hedge funds and large institutions have $208M invested in Orange County Bancorp in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $184M → $208M (+$23.7M)

1% more funds holding

Funds holding: 94 → 95 (+1)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.23% less ownership

Funds ownership: 54.77% → 54.54% (-0.23%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
34
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.19M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$710K
3
Goldman Sachs
Goldman Sachs
New York
+$407K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$364K
5
QCM
Quantinno Capital Management
New York
+$333K

Top Sellers

Rank Fund Capital Flow
1
HVIA
Hudson Valley Investment Advisors
New York
-$1.58M
2
BFC
Banc Funds Company
Illinois
-$1.32M
3
BlackRock
BlackRock
New York
-$759K
4
EC
EJF Capital
Virginia
-$674K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$1.08M +$94.7K +3,604 +10%
Bank of America
27
Bank of America
North Carolina
$1.04M +$139K +5,303 +17%
KeyBank National Association
28
KeyBank National Association
Ohio
$999K – – –
KCM
29
Kennedy Capital Management
Missouri
$936K – – –
Charles Schwab
30
Charles Schwab
California
$926K +$131 +5 +0%
N
31
Nuveen
North Carolina
$881K – – –
SIM
32
SummerHaven Investment Management
Connecticut
$872K – – –
CIC
33
Carnegie Investment Counsel
Ohio
$811K – – –
USCWA
34
U.S. Capital Wealth Advisors
Texas
$771K – – –
Squarepoint
35
Squarepoint
New York
$768K -$411K -15,647 -37%
NAM
36
NorthCrest Asset Manangement
Minnesota
$758K +$998 +38 +0.1%
MAM
37
Martingale Asset Management
Massachusetts
$707K +$53K +2,019 +9%
QCM
38
Quantinno Capital Management
New York
$654K +$333K +12,666 +124%
LPL Financial
39
LPL Financial
California
$636K +$23K +875 +4%
AQR Capital Management
40
AQR Capital Management
Connecticut
$629K +$57.7K +2,196 +11%
Ameriprise
41
Ameriprise
Minnesota
$612K +$92K +3,504 +20%
GCM
42
Gator Capital Management
Florida
$583K +$6.43K +245 +1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$480K -$1.21K -46 -0.3%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$417K +$52.5K +2,000 +16%
Wells Fargo
45
Wells Fargo
California
$371K +$120K +4,563 +54%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$348K – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$291K -$10.6K -404 -4%
JP Morgan Chase
48
JP Morgan Chase
New York
$289K -$13.9K -531 -5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$279K +$42K +1,599 +20%
Deutsche Bank
50
Deutsche Bank
Germany
$278K -$47.9K -1,822 -16%
1
2
3 4 5

OBT Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q4 2025, worth a combined $208M — up 13% from $184M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OBT positions and 7 closed out — a net gain of 1 holder — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.19M. The largest seller was Hudson Valley Investment Advisors, cutting an estimated $1.58M.

  • 95 institutional investors held Orange County Bancorp (OBT) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $208M of Orange County Bancorp stock for Q4 2025, up 13% quarter-over-quarter.
  • 8 funds opened new Orange County Bancorp positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest Orange County Bancorp buyer in Q4 2025 was Fourthstone LLC, an estimated $3.19M added.
  • The largest Orange County Bancorp seller in Q4 2025 was Hudson Valley Investment Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2025.