204 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 16 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
82
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$1.21M 53,855 -80 -0.1%
P
52
&Partners
Tennessee
$1.15M 66,390 +16,555 +33%
S
53
SimplyRich
California
$1.03M 45,636 +14,188 +45%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.02M 45,202 +2,690 +6%
AAM
55
Advisors Asset Management
Colorado
$995K 44,196 +4,749 +12%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$973K 43,195 -1 -0%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$953K 42,318 +38,365 +971%
VT
58
Vise Technologies
New York
$892K 39,597 +39,597 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$869K 38,571 +4,225 +12%
GT
60
Greenleaf Trust
Michigan
$834K 37,035 -6,715 -15%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$832K 36,933 +353 +1%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$824K 36,581 +36,581 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$763K 33,956 -4,125 -11%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$755K 33,533 -80,297 -71%
MYIA
65
Mount Yale Investment Advisors
Colorado
$731K 32,473 +9,448 +41%
State Street
66
State Street
Massachusetts
$724K 32,135
Marshall Wace
67
Marshall Wace
United Kingdom
$712K 31,623 +31,623 New
Corient Private Wealth
68
Corient Private Wealth
Florida
$711K 31,566 +10,642 +51%
Ameriprise
69
Ameriprise
Minnesota
$692K 30,710 +11,125 +57%
SC
70
Soundwatch Capital
Connecticut
$674K 1,125 +1,125 New
SGA
71
Strategic Global Advisors
California
$662K 29,375 +6,771 +30%
AssetMark Inc
72
AssetMark Inc
California
$634K 28,145 -1,285 -4%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$631K 28,002 +3,871 +16%
Creative Planning
74
Creative Planning
Kansas
$604K 26,837 +2,803 +12%
AWA
75
Aaron Wealth Advisors
Illinois
$585K 25,970 +3,913 +18%