189 hedge funds and large institutions have $516M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
71
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
26
Crossmark Global Holdings
Texas
$2.81M -$620K -29,691 -18%
Cerity Partners
27
Cerity Partners
New York
$2.77M +$826K +39,517 +42%
SEI Investments
28
SEI Investments
Pennsylvania
$2.52M +$146K +7,003 +6%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$2.48M -$397K -18,960 -14%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.38M +$1.42M +67,915 +148%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.36M +$147K +7,022 +7%
WA
32
Wambolt & Associates
Colorado
$2.22M +$55K +2,642 +3%
BCM
33
BTC Capital Management
Iowa
$2.04M +$301K +14,413 +17%
Goldman Sachs
34
Goldman Sachs
New York
$2.01M +$508K +24,334 +34%
NGA
35
Naples Global Advisors
Florida
$1.93M +$42.2K +2,001 +2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.91M +$845K +40,444 +79%
RWM
37
Ritholtz Wealth Management
New York
$1.74M -$99.9K -4,781 -5%
WT
38
Whittier Trust
California
$1.59M +$168K +8,036 +12%
PAM
39
Paradigm Asset Management
New York
$1.51M
First Trust Advisors
40
First Trust Advisors
Illinois
$1.49M -$326K -15,602 -18%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$1.48M +$619K +29,634 +72%
CC
42
Callan Capital
California
$1.45M +$236K +11,286 +19%
PMWMG
43
Parr McKnight Wealth Management Group
Minnesota
$1.41M -$21.5K -1,028 -2%
Mariner
44
Mariner
Kansas
$1.23M -$184K -8,809 -13%
ACM
45
Ativo Capital Management
Illinois
$1.2M -$10.3K -492 -0.8%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$1.17M +$648K +31,000 +124%
QCG
47
Quadrant Capital Group
Ohio
$1.15M +$886K +42,420 +332%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$1.13M +$1.67K +80 +0.1%
CRC
49
Curi RMB Capital
Illinois
$1.1M +$1.1M +52,803 New
P
50
&Partners
Tennessee
$1.08M +$316K +14,545 +41%