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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
HVIA
1
Hudson Valley Investment Advisors
New York
$30M -$422K -17,288 -1%
BlackRock
2
BlackRock
New York
$29.5M +$9.89M +405,218 +55%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$25M +$11.2M +457,152 +90%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14M +$2.22M +90,915 +20%
BFC
5
Banc Funds Company
Illinois
$8.53M -$2.53M -103,676 -24%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.26M +$1.79M +73,483 +30%
AllianceBernstein
7
AllianceBernstein
Tennessee
$7.39M +$2.23M +91,306 +47%
FL
8
Fourthstone LLC
Missouri
$6.21M +$5.87M +240,308 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.67M -$145K -5,956 -3%
ECA
10
Endeavour Capital Advisors
Connecticut
$5.12M +$4.84M +198,200 New
State Street
11
State Street
Massachusetts
$4.09M +$118K +4,823 +3%
American Century Companies
12
American Century Companies
Missouri
$3.22M +$12.6K +516 +0.4%
MCM
13
Maltese Capital Management
New York
$3.1M +$2.93M +120,000 New
EC
14
EJF Capital
Virginia
$2.94M +$2.78M +113,938 New
BBHC
15
Brown Brothers Harriman & Co
New York
$2.18M +$2.06M +84,374 New
Northern Trust
16
Northern Trust
Illinois
$1.99M -$141K -5,792 -7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.74M +$538K +22,050 +49%
BFM
18
Boothbay Fund Management
New York
$1.64M +$1.55M +63,380 New
Goldman Sachs
19
Goldman Sachs
New York
$1.43M +$448K +18,343 +50%
Bank of America
20
Bank of America
North Carolina
$1.37M +$831K +34,059 +181%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.36M -$30.6K -1,252 -2%
ACL
22
Azora Capital LP
Florida
$1.29M +$1.22M +50,000 New
Morgan Stanley
23
Morgan Stanley
New York
$1.26M +$449K +18,391 +61%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$1.14M +$725K +29,721 +201%
Barclays
25
Barclays
United Kingdom
$1.13M +$517K +21,196 +94%

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.