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ORIX
IX

Overview Fund Activity

204 hedge funds and large institutions have $570M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
82
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCM
1
Quantinno Capital Management
New York
$10.8M
2
Millennium Management
2
Millennium Management
New York
$8.25M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.5M
4
Bank of America
4
Bank of America
North Carolina
$53M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.01M
2
EGA
2
Eagle Global Advisors
Texas
$7.05M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$755K
4
BlackRock
4
BlackRock
New York
$19.7M
5
HJIM
5
Henry James International Management
New York
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.24M 144,045 -4,177 -3%
Cerity Partners
27
Cerity Partners
New York
$3.04M 134,984 +2,182 +2%
CGH
28
Crossmark Global Holdings
Texas
$3.02M 134,130 -209 -0.2%
SEI Investments
29
SEI Investments
Pennsylvania
$2.84M 126,198 +5,620 +5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.65M 117,459 +4,532 +4%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$2.52M 111,844 -6,936 -6%
BCM
32
BTC Capital Management
Iowa
$2.29M 101,497 +3,879 +4%
WA
33
Wambolt & Associates
Colorado
$2.21M 97,031 -9,321 -9%
Goldman Sachs
34
Goldman Sachs
New York
$2.17M 96,548 +94 +0.1%
NGA
35
Naples Global Advisors
Florida
$2.08M 92,365 +764 +0.8%
CCIA
36
Campbell & Co Investment Adviser
Maryland
$2.03M 89,988 +18,954 +27%
AQR Capital Management
37
AQR Capital Management
Connecticut
$1.8M 79,972 +35,425 +80%
RWM
38
Ritholtz Wealth Management
New York
$1.74M 77,119 -6,305 -8%
QCG
39
Quadrant Capital Group
Ohio
$1.65M 73,134 +17,944 +33%
PAM
40
Paradigm Asset Management
New York
$1.63M 72,500 – –
First Trust Advisors
41
First Trust Advisors
Illinois
$1.54M 68,357 -2,971 -4%
PMWMG
42
Parr McKnight Wealth Management Group
Minnesota
$1.53M 67,964 +677 +1%
CFO
43
Callan Family Office
Pennsylvania
$1.49M 66,285 +37,400 +129%
CRC
44
Curi RMB Capital
Illinois
$1.39M 61,772 +8,969 +17%
Mariner
45
Mariner
Kansas
$1.31M 57,983 -888 -2%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.27M 56,265 +13,602 +32%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$1.26M 56,000 – –
WT
48
Whittier Trust
California
$1.26M 55,908 -20,403 -27%
ACM
49
Ativo Capital Management
Illinois
$1.26M 55,853 -1,800 -3%
US Bancorp
50
US Bancorp
Minnesota
$1.22M 54,052 +9,979 +23%
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