Orange County Bancorp
OBT
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.
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: 95 → 104 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 54.54% → 53.95% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$2.19M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$1.67M |
| 3 |
Morgan Stanley
New York
|
+$1.45M |
| 4 |
Two Sigma Investments
New York
|
+$1.23M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$5.26M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.44M |
| 3 |
BlackRock
New York
|
-$1.59M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
-$1.53M |
| 5 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
-$1.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPA
101
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $64 | +$64 | +2 | New |
|
|
JWM
102
JPL Wealth Management
Highlands Ranch,
Colorado
| $32 | +$32 | +1 | New |
|
|
KFAS
103
Keating Financial Advisory Services
Manhattan,
Kansas
| $32 | +$32 | +1 | New |
|
|
ACL
104
Azora Capital LP
Miami,
Florida
| – | -$1.53M | -53,679 | Closed |
|
|
KCM
105
Kennedy Capital Management
St Louis,
Missouri
| – | -$936K | -32,785 | Closed |
|
|
NAM
106
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$758K | -26,116 | Closed |
|
107
Two Sigma Advisers
New York
| – | -$417K | -14,600 | Closed |
|
|
CANC
108
Culbertson A N & Co
Charlottesville,
Virginia
| – | -$237K | -8,300 | Closed |
|
109
SG Americas Securities
New York
| – | -$146K | -5,098 | Closed |
|
110
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$53.4K | -1,870 | Closed |
|
111
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$22.3K | -814 | Closed |
|
|
AB
112
Amalgamated Bank
New York
| – | -$10K | -367 | Closed |
|
|
C
113
Covestor
London,
United Kingdom
| – | +$32 | +1 | +17% |
|
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.