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Orrstown Financial Services

157 hedge funds and large institutions have $432M invested in Orrstown Financial Services in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 36 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 36

8% more capital invested

Capital invested by funds: $401M → $432M (+$30.7M)

2.93% more ownership

Funds ownership: 58.05%60.99% (+2.9%)

5% less funds holding

Funds holding: 165157 (-8)

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
157
Holders Change
-8
Holders Change %
-4.85%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
63
Reduced
36
Closed
28
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
126
VSM Wealth Advisory
Maryland
$46.5K
TRCT
127
Tower Research Capital (TRC)
New York
$43K -$42.5K -1,172 -50%
FC
128
Financial Consulate
Maryland
$37.9K
VCM
129
Versant Capital Management
Arizona
$30.2K +$19.4K +535 +177%
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$28.2K
SOADOR
131
State of Alaska Department of Revenue
Alaska
$28K
WA
132
WPG Advisers
Maryland
$28K
CT
133
Caldwell Trust
Florida
$27.9K
LFG
134
Larson Financial Group
Missouri
$27.9K +$2.68K +74 +11%
QCG
135
Quadrant Capital Group
Ohio
$20.8K +$9.42K +260 +82%
GI
136
GAMMA Investing
California
$12.2K -$326 -9 -3%
AssetMark Inc
137
AssetMark Inc
California
$8.33K +$8.37K +231 New
EWA
138
EverSource Wealth Advisors
Alabama
$7.68K -$3.7K -102 -32%
Optiver Holding
139
Optiver Holding
Netherlands
$4.55K -$290 -8 -6%
AAP
140
Arax Advisory Partners
Colorado
$3.43K -$1.7K -47 -33%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$3.32K -$12.8K -353 -79%
GEA
142
Glen Eagle Advisors
New Jersey
$2.78K
EP
143
Essential Partners
California
$2.74K -$12.5K -346 -82%
RIL
144
Rothschild Investment LLC
Illinois
$2.42K
RFP
145
Root Financial Partners
California
$2.09K +$1.56K +43 +287%
CPG
146
Cornerstone Planning Group
New Jersey
$1.99K
IA
147
IFP Advisors
Florida
$1.8K
TWD
148
True Wealth Design
Ohio
$1.23K -$72 -2 -6%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$902
AF
150
Allworth Financial
California
$866 +$254 +7 +41%

ORRF Hedge Fund Activity: Q1 2026 in Review

157 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Orrstown Financial Services (ORRF) for Q1 2026, worth a combined $432M — up 7.7% from $401M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ORRF and 22 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 63 added.

The largest buyer was Charles Schwab, adding an estimated $15.7M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $31.8M sold.

  • 157 institutional investors held Orrstown Financial Services (ORRF) as of Q1 2026, down from 165 in Q4 2025.
  • Funds reported $432M of Orrstown Financial Services stock for Q1 2026, up 7.7% quarter-over-quarter.
  • 22 funds opened new Orrstown Financial Services positions in Q1 2026 and 28 closed out, a net change of -6 holders.
  • The largest Orrstown Financial Services buyer in Q1 2026 was Charles Schwab, an estimated $15.7M added.
  • The largest Orrstown Financial Services seller in Q1 2026 was Fourthstone LLC, an estimated $31.8M sold.

Based on aggregated 13F filings for Q1 2026.