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Orange County Bancorp
OBT

Overview Fund Activity

72 hedge funds and large institutions have $121M invested in Orange County Bancorp in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAS
Meeder Advisory Services
Ohio
+$2.66M
2
CIC
Carnegie Investment Counsel
Ohio
+$664K
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$631K
4
MAM
Martingale Asset Management
Massachusetts
+$502K
5
American Century Companies
American Century Companies
Missouri
+$386K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$992K
2
Ameriprise
Ameriprise
Minnesota
-$618K
3
HVIA
Hudson Valley Investment Advisors
New York
-$596K
4
HAI
Hennessy Advisors Inc
California
-$491K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$474K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Globeflex Capital
California
$110K +$110K +4,714 New
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$105K +$65.7K +2,807 +168%
PFSRSONJ
53
Police & Firemen's Retirement System of New Jersey
New Jersey
$66.4K – – –
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.7K -$6.6K -282 -13%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$24K +$24K +1,052 New
Legal & General Group
56
Legal & General Group
United Kingdom
$22.5K – – –
PMAM
57
Picton Mahoney Asset Management
Ontario, Canada
$22K -$2.31K -102 -10%
AIP
58
Ameritas Investment Partners
Nebraska
$19.7K – – –
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$17.3K – – –
VCM
60
Versant Capital Management
Arizona
$11.4K +$6.92K +296 +154%
TRCT
61
Tower Research Capital (TRC)
New York
$10K -$9.31K -398 -48%
AB
62
Amalgamated Bank
New York
$8K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$4.3K -$889 -38 -17%
SCM
64
Sterling Capital Management
North Carolina
$4.12K -$3.56K -152 -46%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.23K -47 -24%
HCA
66
Harbor Capital Advisors
Illinois
$2K +$780 +32 +64%
GI
67
GAMMA Investing
California
$982 – – –
AAP
68
Arax Advisory Partners
Colorado
$655 +$655 +28 New
Russell Investments Group
69
Russell Investments Group
United Kingdom
$421 -$1.97K -84 -82%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$374 – – –
TWD
71
True Wealth Design
Ohio
$47 +$47 +2 New
KBG
72
Kahn Brothers Group
New York
– -$222K -8,000 Closed
SG Americas Securities
73
SG Americas Securities
New York
– -$122K -4,388 Closed
US Bancorp
74
US Bancorp
Minnesota
– -$1.95K -70 Closed
Creative Planning
75
Creative Planning
Kansas
– -$1.39K -50 Closed
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