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ORIX
IX

Overview Fund Activity

205 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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
82
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.01M
2
EGA
Eagle Global Advisors
Texas
$7.05M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$755K
4
BlackRock
BlackRock
New York
$19.7M
5
HJIM
Henry James International Management
New York
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.24M -$94.1K -4,177 -3%
Cerity Partners
27
Cerity Partners
New York
$3.04M +$49.1K +2,182 +2%
CGH
28
Crossmark Global Holdings
Texas
$3.02M -$4.71K -209 -0.2%
SEI Investments
29
SEI Investments
Pennsylvania
$2.84M +$127K +5,620 +5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.65M +$102K +4,532 +4%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$2.52M -$156K -6,936 -6%
BCM
32
BTC Capital Management
Iowa
$2.29M +$87.4K +3,879 +4%
WA
33
Wambolt & Associates
Colorado
$2.21M -$212K -9,321 -9%
Goldman Sachs
34
Goldman Sachs
New York
$2.17M +$2.12K +94 +0.1%
NGA
35
Naples Global Advisors
Florida
$2.08M +$17.2K +764 +0.8%
CCIA
36
Campbell & Co Investment Adviser
Maryland
$2.03M +$427K +18,954 +27%
AQR Capital Management
37
AQR Capital Management
Connecticut
$1.8M +$798K +35,425 +80%
RWM
38
Ritholtz Wealth Management
New York
$1.74M -$142K -6,305 -8%
QCG
39
Quadrant Capital Group
Ohio
$1.65M +$404K +17,944 +33%
PAM
40
Paradigm Asset Management
New York
$1.63M – – –
First Trust Advisors
41
First Trust Advisors
Illinois
$1.54M -$66.9K -2,971 -4%
PMWMG
42
Parr McKnight Wealth Management Group
Minnesota
$1.53M +$15.2K +677 +1%
CFO
43
Callan Family Office
Pennsylvania
$1.49M +$842K +37,400 +129%
CRC
44
Curi RMB Capital
Illinois
$1.39M +$202K +8,969 +17%
Mariner
45
Mariner
Kansas
$1.31M -$20K -888 -2%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.27M +$306K +13,602 +32%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$1.26M – – –
WT
48
Whittier Trust
California
$1.26M -$459K -20,403 -27%
ACM
49
Ativo Capital Management
Illinois
$1.26M -$40.5K -1,800 -3%
US Bancorp
50
US Bancorp
Minnesota
$1.22M +$225K +9,979 +23%
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