Orange County Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Orange County Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 72 institutions that filed 13F reports for both quarters added to or opened positions in Orange County Bancorp, and 27 cut or closed them. Together they added a net 53K shares, +0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 206K shares (−15.3%); index fund managers were net buyers of 171K shares (+5.6%). 15 opened a new position and 4 sold out entirely.

Bought, Q2 2026 72 institutions, 15 of them new holders Sold, Q2 2026 27 institutions, 4 of them sold out

Net change, all compared +53K shares (+0.7%)

Net change, active managers −206K shares (−15.3%), 13 bought, 4 sold

Buyers versus sellers

institutions compared, 115

72 bought 16 27 sold

Active managers and hedge funds 13 bought · 4 sold · −206K

Index fund managers 9 bought · 0 sold · +171K

Other institutions 50 bought · 23 sold · +88K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+79K +270.1%	108K	$4M
American Century Companies Inc Active manager	+76K +32.5%	312K	$11.5M
Blackrock, Inc. Index funds	+68K +3.6%	2.0M	$72.1M
Elizabeth Park Capital Advisors, Ltd.	+37K New position	37K	$1.4M
Geode Capital Management, LLC Index funds	+30K +11.4%	290K	$10.7M
Qube Research & Technologies Ltd Hedge fund	+30K +266.3%	41K	$1.5M
State Street Corp Index funds	+29K +15.6%	216K	$8M
Dimensional Fund Advisors LP	+27K +21.2%	154K	$5.7M
Renaissance Technologies LLC Hedge fund	+26K +114.4%	49K	$1.8M
Two Sigma Investments, LP Hedge fund	+23K +29.8%	102K	$3.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+19K +108.5%	37K	$1.4M
Vanguard Portfolio Management LLC Index funds	+18K +26.5%	86K	$3.2M
Jpmorgan Chase & Co	+18K +368.6%	22K	$831,792
Xtx Topco Ltd	+14K +111.7%	27K	$980,371
BNP Paribas Financial Markets	+12K +111.0%	23K	$844,432
Northern Trust Corp Index funds	+10K +11.5%	99K	$3.6M
Bank Of America Corp	+10K +21.3%	58K	$2.1M
Voleon Capital Management LP Hedge fund	+9,964 New position	9,964	$366,476
Morgan Stanley	+9,752 +9.6%	111K	$4.1M
Vanguard Capital Management LLC Index funds	+9,304 +2.0%	471K	$17.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+79K +270.1%	108K	$4M
American Century Companies Inc Active manager	+76K +32.5%	312K	$11.5M
Qube Research & Technologies Ltd Hedge fund	+30K +266.3%	41K	$1.5M
Renaissance Technologies LLC Hedge fund	+26K +114.4%	49K	$1.8M
Two Sigma Investments, LP Hedge fund	+23K +29.8%	102K	$3.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+19K +108.5%	37K	$1.4M
Voleon Capital Management LP Hedge fund	+9,964 New position	9,964	$366,476
Quadrature Capital Ltd Hedge fund	+6,654 New position	6,654	$244,734
Citadel Advisors LLC Hedge fund	+5,106 +24.3%	26K	$962,017
Squarepoint Ops LLC Hedge fund	+3,301 +26.5%	16K	$579,506

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−399K −80.2%	98K	$3.6M
Alliancebernstein L.P. Active manager	−55K −25.2%	164K	$5.2M
Fourthstone LLC	−27K Sold out	0	—
Maltese Capital Management LLC	−26K −48.6%	27K	$993,060
Nuveen, LLC	−21K −50.2%	21K	$775,139
Millennium Management LLC Hedge fund	−21K −44.1%	27K	$977,612
Numerai Gp LLC	−15K Sold out	0	—
Banc Funds Co LLC	−12K −5.8%	186K	$6.8M
Marshall Wace, LLP Hedge fund	−11K −12.8%	77K	$2.8M
Ejf Capital LP	−10K −12.7%	71K	$2.6M
Barclays PLC	−7,581 −22.6%	26K	$953,227
Hillsdale Investment Management Inc.	−4,200 −34.4%	8,000	$294,240
HSBC Holdings PLC	−3,371 −7.2%	43K	$1.6M
Thrivent Financial For Lutherans	−3,150 −32.3%	6,611	$243,000
Manufacturers Life Insurance Company, The	−1,780 −0.6%	308K	$11.3M
Connor, Clark & Lunn Investment Management Ltd.	−1,281 −13.4%	8,278	$304,465
Orange Investment Advisors, Inc.	−568 −0.1%	1.1M	$39M
Tower Research Capital LLC (TRC)	−528 −33.9%	1,030	$37,883
California State Teachers Retirement System	−468 −74.1%	164	$6,032
Eversource Wealth Advisors, LLC	−280 −73.3%	102	$3,752

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−399K −80.2%	98K	$3.6M
Alliancebernstein L.P. Active manager	−55K −25.2%	164K	$5.2M
Millennium Management LLC Hedge fund	−21K −44.1%	27K	$977,612
Marshall Wace, LLP Hedge fund	−11K −12.8%	77K	$2.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Elizabeth Park Capital Advisors, Ltd.	37K	$1.4M
Voleon Capital Management LPHedge fund	9,964	$366,476
Mercer Global Advisors Inc	6,881	$253,083
Quadrature Capital LtdHedge fund	6,654	$244,734
Y-Intercept (Hong Kong) Ltd	6,323	$232,560
Culbertson A N & Co Inc	5,800	$213,324
Biondo Investment Advisors, LLC	5,700	$209,646
Goalvest Advisory LLC	4,100	$150,798
State Of Tennessee, Department Of Treasury	3,227	$118,690
Integrated Wealth Concepts LLC	365	$13,428

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Fourthstone LLC	27K	$875,740
Numerai Gp LLC	15K	$490,605
Mai Capital Management	43	$1,376
Wealth Preservation Advisors, LLC	2	$64

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 111
Ten largest holders: 70.8%
Index fund managers: 44.8%
Active managers and hedge funds: 15.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	13	4	2	0	−206K	−15.3%
Index fund managers	9	0	0	0	+171K	+5.6%
Other institutions	50	23	13	4	+88K	+3.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Orange County Bancorp.

Only managers that filed a holdings report for both quarters are compared (115 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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