ORIX
280 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.
329% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 31
288% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 16
30% more capital invested
Capital invested by funds: $785M → $1.02B (+$235M)
17% more funds holding
Funds holding: 240 → 280 (+40)
0.72% more ownership
Funds ownership: 2.31% → 3.03% (+0.72%)
Top Buyers
| 1 |
CCM
Cullen Capital Management
New York
|
+$34.3M |
| 2 |
ClearBridge Investments
New York
|
+$33.3M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$19.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$19.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.6M |
Top Sellers
IX Hedge Fund Activity: Q1 2026 in Review
280 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $785M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IX positions and 16 closed out — a net gain of 46 holders — while 133 added to existing stakes and 31 trimmed.
The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.
- 280 institutional investors held ORIX (IX) as of Q1 2026, up from 240 in Q4 2025.
- Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
- 62 funds opened new ORIX positions in Q1 2026 and 16 closed out, a net change of +46 holders.
- The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
- The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2026.