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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
TCM
276
Triumph Capital Management
Colorado
$390 +$413 +13 New
CCWM
277
Cassaday & Co Wealth Management
Virginia
$300 +$317 +10 New
RIL
278
Rothschild Investment LLC
Illinois
$259
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$180 +$190 +6 New
TFA
280
Toth Financial Advisory
Virginia
$150
AC
281
AlphaCore Capital
California
-$1.93M -66,186 Closed
PMWMG
282
Parr McKnight Wealth Management Group
Minnesota
-$1.91M -65,395 Closed
CCIA
283
Campbell & Co Investment Adviser
Maryland
-$1.23M -42,163 Closed
SGI
284
Summit Global Investments
Utah
-$585K -20,036 Closed
TI
285
Trexquant Investment
Connecticut
-$493K -16,886 Closed
Verition Fund Management
286
Verition Fund Management
Connecticut
-$372K -12,734 Closed
SCP
287
Sivia Capital Partners
California
-$352K -12,033 Closed
Two Sigma Advisers
288
Two Sigma Advisers
New York
-$313K -10,700 Closed
KOCAA
289
Knights of Columbus Asset Advisors
Connecticut
-$233K -7,964 Closed
KAS
290
Kestra Advisory Services
Texas
-$35K -1,198 Closed
Acadian Asset Management
291
Acadian Asset Management
Massachusetts
-$20K -685 Closed
EW
292
Elyxium Wealth
California
-$9.17K -314 Closed
BSB
293
Bangor Savings Bank
Maine
-$6.81K -233 Closed
DJSG
294
D.J. St. Germain
Massachusetts
-$877 -30 Closed
CTC
295
Central Trust Company
Missouri
-$146 -5 Closed
MMCM
296
Murphy & Mullick Capital Management
New York
-$117 -4 Closed

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.