Orange County Bancorp
OBT • NASDAQ
Orange County Bancorp is a banks - regional company in the financial services sector on NASDAQ, with a market cap of $383.6M. As of Q3 2025, 55% of shares are held by 92 institutional investors, with BlackRock, Inc. as the largest holder at 14.75%.
Market Cap$383.6M
Banks - Regional
Financial Services
Employees197.0
Websiteorangebanktrust.com
Country
United States of America
Overview
Overview of institutional ownership in OBT as of Q3 2025 with a market cap of $337.0M
All Institutions
- Institutions
- 92
- Value Held
- $184.5M
- Shares Held
- 7.3M
- Avg Position
- $2.0M
- Median Position
- $303.5K
Hedge Funds
- Hedge Funds
- 13
- Value Held
- $9.3M
- Shares Held
- 370.9K
- Avg Position
- $719.2K
- Median Position
- $499.8K
Ownership Breakdown
Based on market cap of $337.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in OBT as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $49.7M 0.00% of portfolio |
$29.3M 3.05% of portfolio | |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | $14.9M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $13.9M 0.00% of portfolio |
M MANUFACTURERES LIFE INSURANCE CO Institution | $8.0M 0.01% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $6.3M 0.00% of portfolio |
B BANC FUNDS CO LLC Institution | $6.2M 1.52% of portfolio |
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $6.1M 0.00% of portfolio |
 STATE STREET CORP Institution | $4.1M 0.00% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $4.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OBT in Q3 2025
- Traded
- +$3.2M
- Buyers
- 55
- Sellers
- 30
- Total Bought
- +$31.9M
- Total Sold
- −$28.6M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
B BlackRock, Inc. Institution | +$20.9M +830.2K shares |
A AMERICAN CENTURY COMPANIES INC Institution | +$986.9K +39.1K shares |
 FIRST TRUST ADVISORS LP ETF Provider | +$810.6K +32.2K shares |
 SummerHaven Investment Management, LLC Long Only Manager | +$770.0K +30.5K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$760.0K +30.1K shares |
S Squarepoint Ops LLC Hedge Fund•Quant | +$597.3K +23.7K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$504.1K +20.0K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$499.8K +19.8K shares |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | +$414.0K +16.4K shares |
N Nuveen, LLC Institution | +$397.3K +15.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLINGTON MANAGEMENT CO LLP Long Only Manager | −$9.5M −374.9K shares |
 ENDEAVOUR CAPITAL ADVISORS INC Private Equity | −$5.1M −198.2K shares |
 Fourthstone LLC Hedge Fund•Long/Short | −$4.3M −168.9K shares |
B BANC FUNDS CO LLC Institution | −$2.1M −82.1K shares |
 BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | −$1.6M −63.4K shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | −$1.1M −42.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$816.0K −31.6K shares |
 PMC FIG Opportunities LLC Real Assets | −$703.6K −27.2K shares |
 HENNESSY ADVISORS INC Institution | −$646.0K −25.0K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$545.1K −21.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OBT in Q3 2025
- New Positions
- 10
- New Value
- $2.5M
- Exited Positions
- 13
- Exited Value
- $10.4M
New Positions
| Institution | Position Value |
|---|---|
SummerHaven Investment Management, LLC Long Only Manager | $770.0K 30.5K shares |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $499.8K 19.8K shares |
 Hillsdale Investment Management Inc. Long Only Manager | $307.6K 12.2K shares |
 Connor, Clark & Lunn Investment Management Ltd. Long Only Manager | $235.5K 9.3K shares |
 Susquehanna Portfolio Strategies, LLC Private Equity | $214.3K 8.5K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $205.8K 8.2K shares |
 ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant | $200.3K 7.9K shares |
$16.8K 685.0 shares | |
O Optiver Holding B.V. Institution | $4.3K 170.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $25.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ENDEAVOUR CAPITAL ADVISORS INC Private Equity | $5.1M 198.2K shares |
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | $1.6M 63.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $816.0K 31.6K shares |
PMC FIG Opportunities LLC Real Assets | $703.6K 27.2K shares |
HENNESSY ADVISORS INC Institution | $646.0K 25.0K shares |
 HighTower Advisors, LLC RIA/Wealth | $439.1K 17.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $299.3K 11.6K shares |
P Persistent Asset Partners Ltd Institution | $242.6K 9.4K shares |
 CULBERTSON A N & CO INC RIA/Wealth | $201.6K 7.8K shares |
C Cubist Systematic Strategies, LLC Institution | $197.3K 7.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in OBT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OBT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
3.05% $29.3M | |
E EJF Capital LLC Institution | 1.68% $2.9M |
B BANC FUNDS CO LLC Institution | 1.52% $6.2M |
SummerHaven Investment Management, LLC Long Only Manager | 0.45% $770.0K |
Fourthstone LLC Hedge Fund•Long/Short | 0.32% $1.8M |
 Gator Capital Management, LLC Hedge Fund•Long/Short | 0.13% $508.7K |
 Azora Capital LP Hedge Fund•Long/Short | 0.06% $1.3M |
K KAHN BROTHERS & CO INC /DE/ RIA/Wealth | 0.03% $201.7K |
 SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short | 0.03% $199.7K |
 GLOBEFLEX CAPITAL L P Long Only Manager | 0.02% $118.8K |
Hedge Fund Spotlight
Discover hedge funds investing in OBT
Azora Capital LP
Hedge Fund • Long/Short
Portfolio ManagerRavi (Nmn) Chopra
- Portfolio Value
- $2.2B
- Positions
- 63
- Last Reported
- Q3 2025
Sector Allocation
Position in Orange County Bancorp
- Market Value
- $1.3M
- Shares Held
- 50.0K
- Portfolio Weight
- 0.06%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Diversified Financial Services | $144.4M | 6.69% | |
Financial - Capital Markets Financial Services | $117.6M | 5.45% | |
Banks - Regional Financial Services | $115.4M | 5.35% |
