We are live on ! Find out more

240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
226
Elevated Capital Advisors
Utah
$1.02K +$927 +35 New
CPG
227
Cornerstone Planning Group
New Jersey
$910 +$635 +24 +400%
DJSG
228
D.J. St. Germain
Massachusetts
$877
CFB
229
Cullen/Frost Bankers
Texas
$731 +$662 +25 New
MCM
230
MV Capital Management
Maryland
$614 +$556 +21 New
ACA
231
American Capital Advisory
Idaho
$585 -$106 -4 -17%
AWM
232
Abound Wealth Management
Tennessee
$585
BWL
233
Bogart Wealth LLC
Virginia
$584 -$2.65K -100 -83%
GFA
234
Godfrey Financial Associates
New York
$555 +$503 +19 New
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$409 +$371 +14 New
RIL
236
Rothschild Investment LLC
Illinois
$252 +$238 +9 New
KG
237
Kilter Group
New York
$234 +$212 +8 New
TFA
238
Toth Financial Advisory
Virginia
$147 +$132 +5 New
CTC
239
Central Trust Company
Missouri
$146 +$132 +5 New
MMCM
240
Murphy & Mullick Capital Management
New York
$117 +$106 +4 New
Arrowstreet Capital
241
Arrowstreet Capital
Massachusetts
-$5.36M -205,388 Closed
CLGM
242
Capitolis Liquid Global Markets
New York
-$1.7M -64,900 Closed
Marshall Wace
243
Marshall Wace
United Kingdom
-$1.53M -58,493 Closed
CAS
244
CTC Alternative Strategies
Illinois
-$895K -34,100 Closed
Millennium Management
245
Millennium Management
New York
-$868K -33,229 Closed
D.E. Shaw & Co
246
D.E. Shaw & Co
New York
-$694K -26,563 Closed
XT
247
XTX Topco
Cayman Islands
-$320K -12,243 Closed
PA
248
PharVision Advisers
Florida
-$250K -9,559 Closed
BHCM
249
Brevan Howard Capital Management
Jersey
-$230K -8,795 Closed
PS
250
Principal Securities
Iowa
-$39.3K -1,506 Closed