We are live on ! Find out more

189 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

9% more funds holding

Funds holding: 174189 (+15)

0.11% more ownership

Funds ownership: 1.88%1.98% (+0.11%)

1% less capital invested

Capital invested by funds: $519M → $512M (-$7.6M)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$929K +$14.4K +655 +2%
AQR Capital Management
52
AQR Capital Management
Connecticut
$887K +$270K +12,325 +42%
CFO
53
Callan Family Office
Pennsylvania
$880K +$908K +41,435 New
CCIA
54
Campbell & Co Investment Adviser
Maryland
$880K +$608K +27,770 +204%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$875K -$94.2K -4,300 -9%
AA
56
ABC Arbitrage
France
$865K +$892K +40,695 New
DCM
57
DGS Capital Management
New Jersey
$839K -$15.6K -710 -2%
US Bancorp
58
US Bancorp
Minnesota
$826K +$191K +8,710 +29%
AAM
59
Advisors Asset Management
Colorado
$815K +$21.7K +990 +3%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$811K -$277K -12,625 -25%
P
61
&Partners
Tennessee
$759K +$316K +14,405 +69%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$734K +$23.1K +1,055 +3%
Citadel Advisors
63
Citadel Advisors
Florida
$702K +$270K +12,315 +59%
Millennium Management
64
Millennium Management
New York
$694K +$716K +32,675 New
HC
65
Henshaw Capital
Massachusetts
$685K
State Street
66
State Street
Massachusetts
$683K -$24.1K -1,100 -3%
S
67
SimplyRich
California
$659K -$7.56K -345 -1%
AssetMark Inc
68
AssetMark Inc
California
$628K -$1.41M -64,160 -68%
VT
69
Vise Technologies
New York
$602K +$621K +28,340 New
KCM
70
Kathmere Capital Management
Pennsylvania
$531K -$24.7K -1,125 -4%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$531K +$548K +25,000 New
SAI
72
Systematic Alpha Investments
New Jersey
$527K
Creative Planning
73
Creative Planning
Kansas
$523K +$27K +1,230 +5%
SGA
74
Strategic Global Advisors
California
$491K +$1.21K +55 +0.2%
Citigroup
75
Citigroup
New York
$488K +$27K +1,230 +6%

IX Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.

  • 189 institutional investors held ORIX (IX) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
  • The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.