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Orange County Bancorp

95 hedge funds and large institutions have $208M invested in Orange County Bancorp in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $184M → $208M (+$23.7M)

1% more funds holding

Funds holding: 9495 (+1)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 54.77%54.54% (-0.23%)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
34
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.5M -$759K -28,887 -1%
HVIA
2
Hudson Valley Investment Advisors
New York
$31.5M -$1.58M -60,000 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.5M +$710K +27,035 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.4M -$454K -17,279 -3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.95M -$66.8K -2,545 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.39M +$235K +8,955 +4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$6.99M +$31.5K +1,200 +0.5%
BFC
8
Banc Funds Company
Illinois
$5.64M -$1.32M -50,317 -20%
FL
9
Fourthstone LLC
Missouri
$5.51M +$3.19M +121,402 +170%
American Century Companies
10
American Century Companies
Missouri
$4.75M +$72.2K +2,747 +2%
State Street
11
State Street
Massachusetts
$4.75M +$64.3K +2,446 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.79M +$364K +13,845 +17%
EC
13
EJF Capital
Virginia
$2.6M -$674K -25,660 -22%
Northern Trust
14
Northern Trust
Illinois
$2.45M -$93.9K -3,574 -4%
BBHC
15
Brown Brothers Harriman & Co
New York
$2.41M
Goldman Sachs
16
Goldman Sachs
New York
$2.02M +$407K +15,492 +28%
Morgan Stanley
17
Morgan Stanley
New York
$1.59M +$197K +7,513 +16%
Marshall Wace
18
Marshall Wace
United Kingdom
$1.55M +$84.7K +3,225 +6%
ACL
19
Azora Capital LP
Florida
$1.53M +$96.6K +3,679 +7%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$1.52M -$105 -4 -0%
Barclays
21
Barclays
United Kingdom
$1.5M +$71.5K +2,721 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.48M -$146K -5,558 -10%
Millennium Management
23
Millennium Management
New York
$1.26M -$225K -8,559 -16%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.14M -$344K -13,094 -25%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.09M +$160K +6,081 +19%

OBT Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Orange County Bancorp (OBT) for Q4 2025, worth a combined $208M — up 13% from $184M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OBT positions and 7 closed out — a net gain of 1 holder — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.19M. The largest seller was Hudson Valley Investment Advisors, cutting an estimated $1.58M.

  • 95 institutional investors held Orange County Bancorp (OBT) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $208M of Orange County Bancorp stock for Q4 2025, up 13% quarter-over-quarter.
  • 8 funds opened new Orange County Bancorp positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest Orange County Bancorp buyer in Q4 2025 was Fourthstone LLC, an estimated $3.19M added.
  • The largest Orange County Bancorp seller in Q4 2025 was Hudson Valley Investment Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2025.