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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
BlackRock
1
BlackRock
New York
$49.7M +$21.7M +830,191 +73%
HVIA
2
Hudson Valley Investment Advisors
New York
$29.3M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$14.9M -$9.79M -374,861 -39%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.9M +$230K +8,793 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.97M -$96.9K -3,711 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.3M +$787K +30,142 +14%
BFC
7
Banc Funds Company
Illinois
$6.25M -$2.14M -82,103 -25%
AllianceBernstein
8
AllianceBernstein
Tennessee
$6.14M -$1.11M -42,500 -15%
State Street
9
State Street
Massachusetts
$4.13M +$143K +5,473 +3%
American Century Companies
10
American Century Companies
Missouri
$4.13M +$1.02M +39,146 +31%
EC
11
EJF Capital
Virginia
$2.95M +$75.4K +2,886 +3%
Northern Trust
12
Northern Trust
Illinois
$2.25M +$325K +12,460 +16%
BBHC
13
Brown Brothers Harriman & Co
New York
$2.13M
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.11M +$429K +16,422 +24%
FL
15
Fourthstone LLC
Missouri
$1.8M -$4.41M -168,864 -70%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.45M +$129K +4,938 +9%
Goldman Sachs
17
Goldman Sachs
New York
$1.39M +$2.51K +96 +0.2%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.33M +$522K +19,995 +61%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$1.33M +$229K +8,787 +20%
Millennium Management
20
Millennium Management
New York
$1.32M +$391K +14,983 +40%
Marshall Wace
21
Marshall Wace
United Kingdom
$1.29M +$335K +12,846 +34%
ACL
22
Azora Capital LP
Florida
$1.26M
Barclays
23
Barclays
United Kingdom
$1.26M +$156K +5,985 +14%
Morgan Stanley
24
Morgan Stanley
New York
$1.21M -$18.2K -698 -1%
Squarepoint
25
Squarepoint
New York
$1.07M +$619K +23,693 +126%

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.