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Orange County Bancorp
OBT

Overview Fund Activity

93 hedge funds and large institutions have $188M invested in Orange County Bancorp in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+21
Holders Change %
+29.17%
% 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
27
Increased
33
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$25M
2
BlackRock
2
BlackRock
New York
$29.5M
3
FL
3
Fourthstone LLC
Missouri
$6.21M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$5.12M
5
MCM
5
Maltese Capital Management
New York
$3.1M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$8.53M
2
MAS
2
Meeder Advisory Services
Ohio
$0
3
HVIA
3
Hudson Valley Investment Advisors
New York
$30M
4
HAI
4
Hennessy Advisors Inc
California
$646K
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
76
Versant Capital Management
Arizona
$19.8K 765 +277 +57%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$19.1K 740 – –
PAS
78
Point72 Asia (Singapore)
Singapore
$17.7K 684 +684 New
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$13.5K 521 +505 +3,156%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$13K 494 +341 +223%
EWA
81
EverSource Wealth Advisors
Alabama
$9.38K 363 +363 New
AB
82
Amalgamated Bank
New York
$9K 344 – –
SCM
83
Sterling Capital Management
North Carolina
$4.91K 190 +14 +8%
HCA
84
Harbor Capital Advisors
Illinois
$2K 82 – –
AAP
85
Arax Advisory Partners
Colorado
$1.6K 62 +34 +121%
GI
86
GAMMA Investing
California
$1.09K 42 – –
AF
87
Allworth Financial
California
$621 24 +24 New
PD
88
Point72 (DIFC)
United Arab Emirates
$568 22 +22 New
Russell Investments Group
89
Russell Investments Group
United Kingdom
$465 18 – –
IA
90
IFP Advisors
Florida
$465 18 +18 New
TWD
91
True Wealth Design
Ohio
$52 2 – –
Osaic Holdings
92
Osaic Holdings
Arizona
$26 1 +1 New
MAS
93
Meeder Advisory Services
Ohio
– – -113,749 Closed
Deutsche Bank
94
Deutsche Bank
Germany
– – -10,749 Closed
CF
95
Corebridge Financial
Texas
– – -5,007 Closed
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
– – -1,052 Closed
PMAM
97
Picton Mahoney Asset Management
Ontario, Canada
– – -970 Closed
C
98
Covestor
United Kingdom
$0 5 +2 +67%
1 2 3
4