We are live on ! Find out more

189 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

9% more funds holding

Funds holding: 174189 (+15)

0.11% more ownership

Funds ownership: 1.88%1.98% (+0.11%)

1% less capital invested

Capital invested by funds: $519M → $512M (-$7.6M)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.88M +$164K +7,480 +6%
SEI Investments
27
SEI Investments
Pennsylvania
$2.41M +$40.2K +1,835 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.25M +$51.9K +2,370 +2%
WA
29
Wambolt & Associates
Colorado
$2.2M -$89.6K -4,090 -4%
Cerity Partners
30
Cerity Partners
New York
$2.05M -$188K -8,565 -8%
NGA
31
Naples Global Advisors
Florida
$1.9M +$767 +35 +0%
RWM
32
Ritholtz Wealth Management
New York
$1.87M -$55.3K -2,525 -3%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.85M +$1.9M +86,930 New
BCM
34
BTC Capital Management
Iowa
$1.76M +$196K +8,955 +12%
PAM
35
Paradigm Asset Management
New York
$1.54M -$646K -29,500 -29%
Goldman Sachs
36
Goldman Sachs
New York
$1.53M +$34K +1,550 +2%
PMWMG
37
Parr McKnight Wealth Management Group
Minnesota
$1.45M +$1.5M +68,315 New
WT
38
Whittier Trust
California
$1.45M +$499K +22,785 +50%
Mariner
39
Mariner
Kansas
$1.44M -$383K -17,490 -21%
CC
40
Callan Capital
California
$1.24M -$252K -11,490 -16%
ACM
41
Ativo Capital Management
Illinois
$1.24M -$21.9K -1,000 -2%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.21M +$347K +15,850 +39%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.21M +$347K +15,850 +39%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$1.14M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.13M -$986 -45 -0.1%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.09M +$316K +14,400 +39%
SGI
47
Summit Global Investments
Utah
$1.07M +$1.1M +50,230 New
HighTower Advisors
48
HighTower Advisors
Illinois
$1.04M +$309K +14,110 +41%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$976K +$764K +34,890 +316%
GT
50
Greenleaf Trust
Michigan
$930K

IX Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.

  • 189 institutional investors held ORIX (IX) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
  • The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.