Orange County Bancorp
OBT
72 hedge funds and large institutions have $121M invested in Orange County Bancorp in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
11% more funds holding
Funds holding: 65 → 72 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less capital invested
Capital invested by funds: $142M → $121M (-$21M)
42% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 31
44.7% less ownership
Funds ownership: 90.34% → 45.65% (-45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAS
Meeder Advisory Services
Dublin,
Ohio
|
+$2.91M |
| 2 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
+$727K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$691K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$549K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.09M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$676K |
| 3 |
HVIA
Hudson Valley Investment Advisors
Goshen,
New York
|
-$652K |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$537K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$518K |
OBT Hedge Fund Activity: Q1 2025 in Review
72 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q1 2025, worth a combined $121M — down 15% from $142M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OBT positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 31 trimmed.
The largest buyer was Meeder Advisory Services, opening a new position worth an estimated $2.91M. The largest seller was Banc Funds Company, cutting an estimated $1.09M.
- 72 institutional investors held Orange County Bancorp (OBT) as of Q1 2025, up from 65 in Q4 2024.
- Funds reported $121M of Orange County Bancorp stock for Q1 2025, down 15% quarter-over-quarter.
- 12 funds opened new Orange County Bancorp positions in Q1 2025 and 4 closed out, a net change of +8 holders.
- The largest Orange County Bancorp buyer in Q1 2025 was Meeder Advisory Services, an estimated $2.91M added.
- The largest Orange County Bancorp seller in Q1 2025 was Banc Funds Company, an estimated $1.09M sold.
Based on aggregated 13F filings for Q1 2025.