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ORIX
IX

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: 216 → 240 (+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
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.1M
2
Bank of America
Bank of America
North Carolina
+$13.1M
3
QCM
Quantinno Capital Management
New York
+$4.41M
4
CWM
Calamos Wealth Management
Illinois
+$3.72M
5
American Century Companies
American Century Companies
Missouri
+$3.25M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.36M
2
CLGM
Capitolis Liquid Global Markets
New York
-$1.7M
3
BCAM
Boston Common Asset Management
Massachusetts
-$1.55M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.53M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
251
Mather Group
Illinois
– -$6.79K -260 Closed
WANY
252
Wealthspire Advisors (New York)
New York
– -$5.62K -215 Closed
ASN
253
Advisory Services Network
Georgia
– -$4.7K -180 Closed
TIM
254
Tortoise Investment Management
New York
– -$2.65K -101 Closed
RWS
255
Retirement Wealth Solutions
Wisconsin
– -$1.49K -57 Closed
MA
256
Montag & Associates
Georgia
– -$1.12K -43 Closed
PWAM
257
Private Wealth Asset Management
Iowa
– -$1.04K -40 Closed
AAS
258
Ameritas Advisory Services
Nebraska
– -$914 -35 Closed
BFS
259
Bare Financial Services
Pennsylvania
– -$836 -32 Closed
GWSA
260
Global Wealth Strategies & Associates
Colorado
– -$810 -31 Closed
OCM
261
Orion Capital Management
California
– -$757 -29 Closed
GWSG
262
GPS Wealth Strategies Group
Colorado
– -$522 -20 Closed
PAM
263
Palisade Asset Management
Minnesota
– -$392 -15 Closed
CIAM
264
Caitong International Asset Management
Hong Kong
– -$183 -7 Closed
TRCT
265
Tower Research Capital (TRC)
New York
– -$52 -2 Closed
7 8 9 10
11

IX Hedge Fund Activity: Q4 2025 in Review

240 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2025, worth a combined $785M — up 19% from $662M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IX positions and 25 closed out — a net gain of 29 holders — while 92 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.1M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $5.36M sold.

  • 240 institutional investors held ORIX (IX) as of Q4 2025, up from 216 in Q3 2025.
  • Funds reported $785M of ORIX stock for Q4 2025, up 19% quarter-over-quarter.
  • 54 funds opened new ORIX positions in Q4 2025 and 25 closed out, a net change of +29 holders.
  • The largest ORIX buyer in Q4 2025 was Fidelity Investments, an estimated $16.1M added.
  • The largest ORIX seller in Q4 2025 was Arrowstreet Capital, an estimated $5.36M sold.

Based on aggregated 13F filings for Q4 2025.