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Orange County Bancorp
OBT

Overview Fund Activity

72 hedge funds and large institutions have $121M invested in Orange County Bancorp in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAS
Meeder Advisory Services
Ohio
+$2.66M
2
CIC
Carnegie Investment Counsel
Ohio
+$664K
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$631K
4
MAM
Martingale Asset Management
Massachusetts
+$502K
5
American Century Companies
American Century Companies
Missouri
+$386K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$992K
2
Ameriprise
Ameriprise
Minnesota
-$618K
3
HVIA
Hudson Valley Investment Advisors
New York
-$596K
4
HAI
Hennessy Advisors Inc
California
-$491K
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$474K
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$27.6M -$596K -25,463 -2%
BlackRock
2
BlackRock
New York
$17.2M +$229K +9,779 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.9M -$474K -20,252 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.6M +$655 +28 +0%
BFC
5
Banc Funds Company
Illinois
$10.1M -$992K -42,418 -9%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.76M +$515 +22 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.28M +$73.9K +3,160 +1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$4.55M -$160K -6,840 -3%
State Street
9
State Street
Massachusetts
$3.59M -$40K -1,708 -1%
American Century Companies
10
American Century Companies
Missouri
$2.9M +$386K +16,490 +15%
MAS
11
Meeder Advisory Services
Ohio
$2.66M +$2.66M +113,749 New
Northern Trust
12
Northern Trust
Illinois
$1.93M -$74K -3,163 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.26M -$53.9K -2,304 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.06M +$257K +10,992 +32%
Goldman Sachs
15
Goldman Sachs
New York
$862K -$69.7K -2,980 -7%
HAI
16
Hennessy Advisors Inc
California
$819K -$491K -21,000 -38%
KeyBank National Association
17
KeyBank National Association
Ohio
$819K – – –
Citadel Advisors
18
Citadel Advisors
Florida
$736K +$1.68K +72 +0.2%
Morgan Stanley
19
Morgan Stanley
New York
$709K -$200K -8,553 -22%
CIC
20
Carnegie Investment Counsel
Ohio
$664K +$664K +28,400 New
Charles Schwab
21
Charles Schwab
California
$651K – – –
USCWA
22
U.S. Capital Wealth Advisors
Texas
$631K +$631K +26,998 New
NAM
23
NorthCrest Asset Manangement
Minnesota
$608K +$164 +7 +0%
Barclays
24
Barclays
United Kingdom
$530K +$48.3K +2,065 +10%
LPL Financial
25
LPL Financial
California
$504K -$38.6K -1,650 -7%
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