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ORIX
IX

191 hedge funds and large institutions have $518M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $512M → $518M (+$6.29M)

1% more funds holding

Funds holding: 190 → 191 (+1)

0.15% more ownership

Funds ownership: 1.98% → 2.13% (+0.15%)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
73
Reduced
66
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.82M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.64M
3
Millennium Management
Millennium Management
New York
+$3.59M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.35M
2
Wells Fargo
Wells Fargo
California
-$1.64M
3
AA
ABC Arbitrage
France
-$865K
4
SGI
Summit Global Investments
Utah
-$709K
5
Citadel Advisors
Citadel Advisors
Florida
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
26
Crossmark Global Holdings
Texas
$2.81M -$622K -29,691 -18%
Cerity Partners
27
Cerity Partners
New York
$2.77M +$829K +39,517 +42%
SEI Investments
28
SEI Investments
Pennsylvania
$2.52M +$147K +7,003 +6%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$2.48M -$398K -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 +$55.4K +2,642 +3%
BCM
33
BTC Capital Management
Iowa
$2.04M +$302K +14,413 +17%
Goldman Sachs
34
Goldman Sachs
New York
$2.01M +$510K +24,334 +34%
NGA
35
Naples Global Advisors
Florida
$1.93M +$42K +2,001 +2%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.91M +$848K +40,444 +79%
RWM
37
Ritholtz Wealth Management
New York
$1.74M -$100K -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 -$327K -15,602 -18%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$1.48M +$621K +29,634 +72%
CC
42
Callan Capital
California
$1.45M +$237K +11,286 +19%
PMWMG
43
Parr McKnight Wealth Management Group
Minnesota
$1.41M -$21.6K -1,028 -2%
Mariner
44
Mariner
Kansas
$1.23M -$185K -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 +$650K +31,000 +124%
QCG
47
Quadrant Capital Group
Ohio
$1.15M +$889K +42,420 +332%
HC
48
Henshaw Capital
Massachusetts
$1.14M +$469K +22,365 +69%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$1.13M +$1.68K +80 +0.1%
CRC
50
Curi RMB Capital
Illinois
$1.1M +$1.11M +52,803 New
1
2
3 4 5

IX Hedge Fund Activity: Q1 2025 in Review

191 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2025, worth a combined $518M — up 1.2% from $512M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IX positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $3.35M.

  • 191 institutional investors held ORIX (IX) as of Q1 2025, up from 190 in Q4 2024.
  • Funds reported $518M of ORIX stock for Q1 2025, up 1.2% quarter-over-quarter.
  • 27 funds opened new ORIX positions in Q1 2025 and 21 closed out, a net change of +6 holders.
  • The largest ORIX buyer in Q1 2025 was Fidelity Investments, an estimated $3.82M added.
  • The largest ORIX seller in Q1 2025 was Morgan Stanley, an estimated $3.35M sold.

Based on aggregated 13F filings for Q1 2025.