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ORIX
IX

216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208 → 216 (+8)

0% less ownership

Funds ownership: 2.18% → 2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
90
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
QCM
Quantinno Capital Management
New York
+$3.64M
3
TAM
Todd Asset Management
Kentucky
+$2.62M
4
American Century Companies
American Century Companies
Missouri
+$2.38M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.19M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.8M
2
Millennium Management
Millennium Management
New York
-$8.27M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$5.16M
4
QCM
QRG Capital Management
Illinois
-$3.33M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
226
R Squared
Hong Kong
– -$230K -10,204 Closed
PSP
227
Principal Street Partners
Tennessee
– -$221K -9,832 Closed
CC
228
Centiva Capital
New York
– -$206K -9,127 Closed
SG Americas Securities
229
SG Americas Securities
New York
– -$165K -7,316 Closed
BIG
230
Brooklyn Investment Group
New York
– -$75.2K -3,343 Closed
WSFS
231
Wilmington Savings Fund Society
Delaware
– -$74.2K -3,295 Closed
NC
232
NewSquare Capital
Pennsylvania
– -$59.9K -2,659 Closed
GWM
233
Gitterman Wealth Management
New Jersey
– -$42.6K -1,890 Closed
SC
234
Soundwatch Capital
Connecticut
– -$674K -1,125 Closed
TPWA
235
Twin Peaks Wealth Advisors
California
– -$20.5K -806 Closed
SO
236
Sierra Ocean
California
– -$10.5K -468 Closed
WA
237
Whipplewood Advisors
Colorado
– -$8.13K -361 Closed
BCM
238
Boreal Capital Management
Florida
– -$4.73K -210 Closed
BCM
239
Blume Capital Management
California
– -$338 -15 Closed
HWM
240
Hemington Wealth Management
Virginia
– +$868 +35 New
6 7 8 9
10

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.