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Orange County Bancorp

104 hedge funds and large institutions have $230M invested in Orange County Bancorp in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

10% more capital invested

Capital invested by funds: $208M → $230M (+$21.8M)

9% more funds holding

Funds holding: 95104 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 54.54%53.95% (-0.59%)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
36
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$33K +$17K +535 +108%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$28.5K -$3.21K -101 -10%
VCM
78
Versant Capital Management
Arizona
$27.4K
AIP
79
Ameritas Investment Partners
Nebraska
$27K
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$20.2K -$2.77K -87 -12%
Citigroup
81
Citigroup
New York
$19.5K -$68.6K -2,156 -78%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$15K
EWA
83
EverSource Wealth Advisors
Alabama
$12.2K +$254 +8 +2%
ACM
84
Accent Capital Management
Ohio
$11.6K +$11.5K +363 New
SCM
85
Sterling Capital Management
North Carolina
$9.5K -$6.46K -203 -41%
HCA
86
Harbor Capital Advisors
Illinois
$7K +$4.1K +129 +159%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$4.92K
EP
88
Essential Partners
California
$4.13K
Optiver Holding
89
Optiver Holding
Netherlands
$3.9K -$1.53K -48 -28%
AAP
90
Arax Advisory Partners
Colorado
$2.91K +$286 +9 +11%
AF
91
Allworth Financial
California
$1.7K +$668 +21 +66%
MCM
92
MAI Capital Management
Ohio
$1.38K +$1.24K +39 +975%
GI
93
GAMMA Investing
California
$1.34K
RIL
94
Rothschild Investment LLC
Illinois
$927 +$763 +24 +480%
BWA
95
Basecamp Wealth Advisors
Washington
$384 +$382 +12 New
FFA
96
Farther Finance Advisors
California
$356
TWD
97
True Wealth Design
Ohio
$352 -$32 -1 -8%
IA
98
IFP Advisors
Florida
$256 -$573 -18 -69%
SIC
99
SJS Investment Consulting
Ohio
$128 +$127 +4 New
SS
100
Sunbelt Securities
Texas
$96

OBT Hedge Fund Activity: Q1 2026 in Review

104 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q1 2026, worth a combined $230M — up 10% from $208M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OBT positions and 9 closed out — a net gain of 10 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.19M. The largest seller was Fourthstone LLC, cutting an estimated $5.26M.

  • 104 institutional investors held Orange County Bancorp (OBT) as of Q1 2026, up from 95 in Q4 2025.
  • Funds reported $230M of Orange County Bancorp stock for Q1 2026, up 10% quarter-over-quarter.
  • 19 funds opened new Orange County Bancorp positions in Q1 2026 and 9 closed out, a net change of +10 holders.
  • The largest Orange County Bancorp buyer in Q1 2026 was American Century Companies, an estimated $2.19M added.
  • The largest Orange County Bancorp seller in Q1 2026 was Fourthstone LLC, an estimated $5.26M sold.

Based on aggregated 13F filings for Q1 2026.