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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
CWM
26
Calamos Wealth Management
Illinois
$4.9M +$728K +22,938 +16%
Calamos Advisors
27
Calamos Advisors
Illinois
$4.9M +$5.18M +163,340 New
OAM
28
Oppenheimer Asset Management
New York
$4.81M +$5.09M +160,542 New
SEI Investments
29
SEI Investments
Pennsylvania
$4.79M +$550K +17,330 +12%
GI
30
Gradient Investments
Minnesota
$4.72M +$5M +157,454 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$4.63M +$827K +26,052 +20%
QCM
32
QRG Capital Management
Illinois
$4.6M +$907K +28,594 +23%
CGH
33
Crossmark Global Holdings
Texas
$4.33M +$754K +23,752 +20%
Two Sigma Investments
34
Two Sigma Investments
New York
$4.22M +$3.18M +100,278 +248%
VPIM
35
Vanguard Personalized Indexing Management
California
$4.04M -$1.48M -46,666 -26%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$3.7M +$39K +1,228 +1%
Cerity Partners
37
Cerity Partners
New York
$3.69M +$504K +15,885 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
38
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.43M +$1.56M +49,200 +75%
HJIM
39
Henry James International Management
New York
$3.34M -$2.83M -89,330 -44%
Renaissance Technologies
40
Renaissance Technologies
New York
$3.29M +$3.48M +109,600 New
RWM
41
Ritholtz Wealth Management
New York
$3.12M +$806K +25,410 +32%
CFO
42
Callan Family Office
Pennsylvania
$3.12M +$42.4K +1,335 +1%
UBS AM
43
UBS AM
Illinois
$2.91M +$2.59M +81,689 +531%
BCI
44
Brinker Capital Investments
Pennsylvania
$2.9M +$1.34M +42,316 +78%
NGA
45
Naples Global Advisors
Florida
$2.83M +$159 +5 +0%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.65M +$1.51M +47,544 +116%
Mariner
47
Mariner
Kansas
$2.3M +$212K +6,686 +10%
US Bancorp
48
US Bancorp
Minnesota
$2.29M +$495K +15,588 +26%
LNWTC
49
Laird Norton Wetherby Trust Company
Washington
$2.23M +$44.1K +1,389 +2%
QCG
50
Quadrant Capital Group
Ohio
$2.19M

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.