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Orange County Bancorp

94 hedge funds and large institutions have $184M invested in Orange County Bancorp in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.94% less ownership

Funds ownership: 55.71%54.77% (-0.94%)

2% less capital invested

Capital invested by funds: $189M → $184M (-$4.2M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9594 (-1)

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
43
Reduced
19
Closed
13
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
$17K -$172K -6,571 -91%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$16.8K +$17.9K +685 New
TRCT
78
Tower Research Capital (TRC)
New York
$16.3K -$73.3K -2,805 -81%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$15.5K -$18.6K -712 -54%
AAP
80
Arax Advisory Partners
Colorado
$15.2K +$14.1K +540 +871%
SCM
81
Sterling Capital Management
North Carolina
$14.6K +$10.2K +390 +205%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$13.1K
AB
83
Amalgamated Bank
New York
$9K
Optiver Holding
84
Optiver Holding
Netherlands
$4.29K +$4.44K +170 New
EP
85
Essential Partners
California
$3.53K +$3.11K +119 +567%
EWA
86
EverSource Wealth Advisors
Alabama
$2.07K -$7.34K -281 -77%
HCA
87
Harbor Capital Advisors
Illinois
$2K
GI
88
GAMMA Investing
California
$1.06K
AF
89
Allworth Financial
California
$883 +$287 +11 +46%
IA
90
IFP Advisors
Florida
$655 +$209 +8 +44%
TWD
91
True Wealth Design
Ohio
$303 +$261 +10 +500%
Osaic Holdings
92
Osaic Holdings
Arizona
$25
SS
93
Sunbelt Securities
Texas
$25 +$26 +1 New
ECA
94
Endeavour Capital Advisors
Connecticut
-$5.12M -198,200 Closed
BFM
95
Boothbay Fund Management
New York
-$1.64M -63,380 Closed
Citadel Advisors
96
Citadel Advisors
Florida
-$816K -31,577 Closed
PFO
97
PMC FIG Opportunities
Israel
-$704K -27,230 Closed
HAI
98
Hennessy Advisors Inc
California
-$646K -25,000 Closed
HighTower Advisors
99
HighTower Advisors
Illinois
-$439K -16,993 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$299K -11,582 Closed

OBT Hedge Fund Activity: Q3 2025 in Review

94 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q3 2025, worth a combined $184M — down 2.2% from $189M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OBT and 12 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 43 added.

The largest buyer was BlackRock, adding an estimated $21.7M. The largest seller was Wellington Management Group, cutting an estimated $9.79M.

  • 94 institutional investors held Orange County Bancorp (OBT) as of Q3 2025, down from 95 in Q2 2025.
  • Funds reported $184M of Orange County Bancorp stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 12 funds opened new Orange County Bancorp positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest Orange County Bancorp buyer in Q3 2025 was BlackRock, an estimated $21.7M added.
  • The largest Orange County Bancorp seller in Q3 2025 was Wellington Management Group, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2025.