Who Owns Orange County Bancorp, Inc. (OBT)?Hedge Fund & Institutional Holders

$30.83+0.12 (+0.39%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.600000080000006e+252T

% of Float Held

5.393170665225076e+239%

QoQ Change in Holders

+7 / -3

Price History

$21.34$24.89$28.45$32.00$35.56Sep 24Jun 25Mar 26

OBT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+5K+$999.2M
KEYBANK NATIONAL ASSOCIATION/OHNew Position+35K+$999.0M
SummerHaven Investment Management, LLCNew Position+31K+$871.0M
Carnegie Investment CounselNew Position+28K+$810.0M
GOLDMAN SACHS GROUP INCIncreased+15K+$606.5M
Azora Capital LPIncreased+4K+$271.5M
FIRST TRUST ADVISORS LPIncreased+6K+$189.4M
VICTORY CAPITAL MANAGEMENT INCIncreased+4K+$132.9M
Gator Capital Management, LLCIncreased+245+$74.3M
Orange Investment Advisors, Inc.New Position+1.1M+$31.5M
NISA INVESTMENT ADVISORS, LLCNew Position+154+$4.0M
Fourthstone LLCIncreased+121K+$3.7M
VANGUARD GROUP INCIncreased+27K+$1.1M
NorthCrest Asset Manangement, LLCNew Position+26K+$757K
CULBERTSON A N & CO INCNew Position+8K+$236K

OBT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANC FUNDS CO LLCDecreased-50K-$6.2B
Squarepoint Ops LLCDecreased-16K-$1.1B
UBS Group AGDecreased-16K-$381.3M
EJF Capital LPDecreased-26K-$343.1M
JANE STREET GROUP, LLCClosed Position-14K-$341.9M
TWO SIGMA INVESTMENTS, LPDecreased-13K-$332.7M
MILLENNIUM MANAGEMENT LLCDecreased-9K-$324.9M
JACOBS LEVY EQUITY MANAGEMENT, INCClosed Position-12K-$299.5M
DEUTSCHE BANK AG\Decreased-2K-$291.6M
RENAISSANCE TECHNOLOGIES LLCDecreased-2K-$274.8M
RHUMBLINE ADVISERSDecreased-404-$267.2M
JPMORGAN CHASE & CODecreased-531-$267.0M
NORTHERN TRUST CORPDecreased-4K-$253.0M
Invesco Ltd.Closed Position-10K-$240.2M
Connor, Clark & Lunn Investment Management Ltd.Decreased-990-$235.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP574,270$16.0B2.80%Share
2MANUFACTURERS LIFE INSURANCE COMPANY, THE313,467$8.0B6.57%Share
3ALLIANCEBERNSTEIN L.P.244,668$6.0B1.89%Share
4AMERICAN CENTURY COMPANIES INC166,405$4.0B2.01%Share
5EJF Capital LP91,164$2.6B1.48%Share
6GOLDMAN SACHS GROUP INC70,769$2.0B0.25%Share
7BROWN BROTHERS HARRIMAN & CO84,374$2.0B10.91%Share
8DIMENSIONAL FUND ADVISORS LP85,190$2.0B0.42%Share
9NORTHERN TRUST CORP79,161$2.0B0.25%Share
10Azora Capital LP53,679$1.5B0.10%Share
11HSBC HOLDINGS PLC53,261$1.5B0.86%Share
12BARCLAYS PLC52,551$1.0B0.24%Share
13FIRST TRUST ADVISORS LP38,234$1.0B0.73%Share
14MILLENNIUM MANAGEMENT LLC43,997$1.0B0.42%Share
15TWO SIGMA INVESTMENTS, LP39,768$1.0B1.41%Share
16VICTORY CAPITAL MANAGEMENT INC38,000$1.0B0.56%Share
17BANK OF AMERICA CORP /DE/35,555$1.0B0.07%Share
18KEYBANK NATIONAL ASSOCIATION/OH35,000$999.0M3.58%Share
19KENNEDY CAPITAL MANAGEMENT LLC32,785$936.0M0.02%Share
20SummerHaven Investment Management, LLC30,542$871.0M0.49%Share
21Carnegie Investment Counsel28,400$810.0M14.94%Share
22Gator Capital Management, LLC20,425$583.0M0.12%Share
23KAHN BROTHERS GROUP INC8,000$228.0M0.04%Share
24GLOBEFLEX CAPITAL L P4,714$134.0M0.02%Share
25UBS Group AG2,645$75.0M0.01%Share
26UBS Group AG2,000$57.0M0.01%Share
27Orange Investment Advisors, Inc.1,101,617$31.5M3.48%Share
28BlackRock, Inc.720,164$20.0M0.34%Share
29VANGUARD GROUP INC505,879$14.0M0.20%Share
30BlackRock, Inc.478,027$13.0M0.22%Share
31BlackRock, Inc.365,964$10.0M0.17%Share
32BlackRock, Inc.292,957$8.0M0.14%Share
33BANC FUNDS CO LLC197,536$5.6M1.12%Share
34Fourthstone LLC192,846$5.5M1.03%Share
35NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO20,863$4.3M0.00%Share
36NISA INVESTMENT ADVISORS, LLC154$4.0M0.01%Share
37Optiver Holding B.V.170$4.0M0.00%Share
38STATE STREET CORP166,234$4.0M0.00%Share
39GAMMA Investing LLC42$1.0M0.00%Share
40BlackRock, Inc.54,044$1.0M0.02%Share
41MARSHALL WACE, LLP53,842$1.0M0.00%Share
42VANGUARD GROUP INC68,314$1.0M0.01%Share
43U.S. Capital Wealth Advisors, LLC26,998$770K0.02%Share
44NorthCrest Asset Manangement, LLC26,116$757K0.02%Share
45CULBERTSON A N & CO INC8,300$236K0.03%Share
46Daytona Street Capital LLC8,000$228K0.18%Share
47SG Americas Securities, LLC5,098$146K0.00%Share
48CWM, LLC1,499$43K0.00%Share
49Versant Capital Management, Inc858$24K0.00%Share
50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC814$22K0.00%Share

OBT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202594$58.5B+18
Q3 202576$70.6B-1
Q2 202577$37.5B+5
Q1 202572$66.4B+9
Q4 202463$830.1B+9
Q3 202454$2.1T+3
Q2 202451$2.3T+4
Q1 202447$1.6T—

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As of Q4 2025, 50 institutional investors hold OBT (Orange County Bancorp, Inc.). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $16.0B in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OBT?

As of Q4 2025, 50 institutional investors report holding OBT (Orange County Bancorp, Inc.) in their 13F filings.

Who is the largest institutional holder of OBT?

The largest institutional holder of OBT is WELLINGTON MANAGEMENT GROUP LLP with $16.0B in shares.

Is institutional ownership of OBT increasing or decreasing?

This quarter, 7 institutions opened new positions in OBT and 3 closed their positions.