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Orange County Bancorp

95 hedge funds and large institutions have $189M invested in Orange County Bancorp in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

56% more capital invested

Capital invested by funds: $121M → $189M (+$67.4M)

32% more funds holding

Funds holding: 7295 (+23)

10.06% more ownership

Funds ownership: 45.65%55.71% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+23
Holders Change %
+31.94%
% 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
28
Increased
33
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$21.8K
VCM
77
Versant Capital Management
Arizona
$19.8K +$6.76K +277 +57%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$19.1K
PAS
79
Point72 Asia (Singapore)
Singapore
$17.7K +$16.7K +684 New
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$13.5K +$12.3K +505 +3,156%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$13K +$8.32K +341 +223%
EWA
82
EverSource Wealth Advisors
Alabama
$9.38K +$8.86K +363 New
AB
83
Amalgamated Bank
New York
$9K
SCM
84
Sterling Capital Management
North Carolina
$4.91K +$342 +14 +8%
HCA
85
Harbor Capital Advisors
Illinois
$2K
AAP
86
Arax Advisory Partners
Colorado
$1.6K +$830 +34 +121%
GI
87
GAMMA Investing
California
$1.08K
AF
88
Allworth Financial
California
$621 +$586 +24 New
PD
89
Point72 (DIFC)
United Arab Emirates
$568 +$537 +22 New
EP
90
Essential Partners
California
$543 +$513 +21 New
Russell Investments Group
91
Russell Investments Group
United Kingdom
$465
IA
92
IFP Advisors
Florida
$465 +$439 +18 New
TWD
93
True Wealth Design
Ohio
$52
Osaic Holdings
94
Osaic Holdings
Arizona
$26 +$24 +1 New
MAS
95
Meeder Advisory Services
Ohio
-$2.66M -113,749 Closed
Deutsche Bank
96
Deutsche Bank
Germany
-$251K -10,749 Closed
CF
97
Corebridge Financial
Texas
-$117K -5,007 Closed
Acadian Asset Management
98
Acadian Asset Management
Massachusetts
-$24K -1,052 Closed
PMAM
99
Picton Mahoney Asset Management
Ontario, Canada
-$22K -970 Closed
C
100
Covestor
United Kingdom
+$49 +2 +67%

OBT Hedge Fund Activity: Q2 2025 in Review

95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q2 2025, worth a combined $189M — up 56% from $121M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new OBT positions and 5 closed out — a net gain of 23 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.2M. The largest seller was Meeder Advisory Services, exiting entirely with an estimated $2.66M sold.

  • 95 institutional investors held Orange County Bancorp (OBT) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $189M of Orange County Bancorp stock for Q2 2025, up 56% quarter-over-quarter.
  • 28 funds opened new Orange County Bancorp positions in Q2 2025 and 5 closed out, a net change of +23 holders.
  • The largest Orange County Bancorp buyer in Q2 2025 was Wellington Management Group, an estimated $11.2M added.
  • The largest Orange County Bancorp seller in Q2 2025 was Meeder Advisory Services, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2025.