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280 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 31

288% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $785M → $1.02B (+$235M)

17% more funds holding

Funds holding: 240280 (+40)

0.72% more ownership

Funds ownership: 2.31%3.03% (+0.72%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
133
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
JPL Wealth Management
Colorado
$2.4K +$2.54K +80 New
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$2.31K +$2.44K +77 New
NS
253
NBC Securities
Alabama
$2.28K
GWM
254
Geneos Wealth Management
Colorado
$2.1K
IBOK
255
Independence Bank of Kentucky
Kentucky
$2.1K
NRG
256
Nemes Rush Group
Michigan
$2.01K
SIC
257
SJS Investment Consulting
Ohio
$1.71K +$476 +15 +36%
BH
258
Burk Holdings
Oklahoma
$1.71K +$1.81K +57 New
EP
259
Essential Partners
California
$1.56K +$317 +10 +24%
MCM
260
MV Capital Management
Maryland
$1.44K +$857 +27 +129%
RWS
261
Retirement Wealth Solutions
Wisconsin
$1.41K +$1.49K +47 New
FNWA
262
Financial Network Wealth Advisors
Utah
$1.29K +$1.36K +43 New
FCAS
263
First Command Advisory Services
Texas
$1.2K
ECA
264
Elevated Capital Advisors
Utah
$1.05K
GSWM
265
Golden State Wealth Management
California
$1.05K
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$1.05K
GBT
267
Grove Bank & Trust
Florida
$1.05K +$1.11K +35 New
CI
268
CX Institutional
Indiana
$1K -$1.43K -45 -47%
CPG
269
Cornerstone Planning Group
New Jersey
$997
WA
270
WPG Advisers
Maryland
$690 +$730 +23 New
AWM
271
Abound Wealth Management
Tennessee
$600
BWL
272
Bogart Wealth LLC
Virginia
$600
GFA
273
Godfrey Financial Associates
New York
$570
BHWM
274
Beaird Harris Wealth Management
Texas
$405 -$2.06K -65 -82%
KG
275
Kilter Group
New York
$390 +$159 +5 +63%

IX Hedge Fund Activity: Q1 2026 in Review

280 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $785M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IX positions and 16 closed out — a net gain of 46 holders — while 133 added to existing stakes and 31 trimmed.

The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.

  • 280 institutional investors held ORIX (IX) as of Q1 2026, up from 240 in Q4 2025.
  • Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
  • 62 funds opened new ORIX positions in Q1 2026 and 16 closed out, a net change of +46 holders.
  • The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
  • The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.