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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$3.22M -$288K -11,600 -9%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$3.06M +$136K +5,476 +5%
QCM
28
QRG Capital Management
Illinois
$3.03M -$3.33M -134,205 -54%
BCM
29
BTC Capital Management
Iowa
$2.85M +$189K +7,634 +8%
AQR Capital Management
30
AQR Capital Management
Connecticut
$2.71M +$591K +23,843 +30%
NGA
31
Naples Global Advisors
Florida
$2.46M +$22.3K +900 +1%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$1.28M +51,595 +122%
PAM
33
Paradigm Asset Management
New York
$2.19M +$278K +11,200 +15%
Goldman Sachs
34
Goldman Sachs
New York
$2.09M -$405K -16,348 -17%
RWM
35
Ritholtz Wealth Management
New York
$2.03M +$16.8K +677 +0.9%
AC
36
AlphaCore Capital
California
$2.03M +$1.9M +76,512 +6,403%
QCG
37
Quadrant Capital Group
Ohio
$1.91M
PMWMG
38
Parr McKnight Wealth Management Group
Minnesota
$1.74M -$32.9K -1,327 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.7M -$2.8M -112,800 -63%
CLGM
40
Capitolis Liquid Global Markets
New York
$1.7M +$1.61M +64,900 New
Mariner
41
Mariner
Kansas
$1.55M +$35.9K +1,447 +2%
Marshall Wace
42
Marshall Wace
United Kingdom
$1.53M +$666K +26,870 +85%
US Bancorp
43
US Bancorp
Minnesota
$1.5M +$82.6K +3,330 +6%
P
44
&Partners
Tennessee
$1.43M -$288K -11,615 -17%
ACM
45
Ativo Capital Management
Illinois
$1.42M -$32.3K -1,302 -2%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.41M +$217K +8,762 +19%
DCM
47
DGS Capital Management
New Jersey
$1.41M +$65.5K +2,640 +5%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$1.41M
Citadel Advisors
49
Citadel Advisors
Florida
$1.37M +$1.3M +52,490 New
BCI
50
Brinker Capital Investments
Pennsylvania
$1.37M -$95.8K -3,861 -7%

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.