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ORIX
IX

191 hedge funds and large institutions have $518M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $512M → $518M (+$6.29M)

1% more funds holding

Funds holding: 190 → 191 (+1)

0.15% more ownership

Funds ownership: 1.98% → 2.13% (+0.15%)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
73
Reduced
66
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.82M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.64M
3
Millennium Management
Millennium Management
New York
+$3.59M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.35M
2
Wells Fargo
Wells Fargo
California
-$1.64M
3
AA
ABC Arbitrage
France
-$865K
4
SGI
Summit Global Investments
Utah
-$709K
5
Citadel Advisors
Citadel Advisors
Florida
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
P
51
&Partners
Tennessee
$1.08M +$305K +14,545 +41%
DCM
52
DGS Capital Management
New Jersey
$1.05M +$225K +10,719 +27%
AQR Capital Management
53
AQR Capital Management
Connecticut
$931K +$58.3K +2,782 +7%
US Bancorp
54
US Bancorp
Minnesota
$921K +$109K +5,193 +13%
GT
55
Greenleaf Trust
Michigan
$914K – – –
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$902K -$211K -10,044 -19%
BCI
57
Brinker Capital Investments
Pennsylvania
$891K -$296K -14,102 -25%
OPS
58
Orion Portfolio Solutions
Nebraska
$891K -$296K -14,102 -25%
HighTower Advisors
59
HighTower Advisors
Illinois
$888K -$133K -6,338 -13%
AAM
60
Advisors Asset Management
Colorado
$824K +$22.8K +1,087 +3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$796K -$117K -5,579 -13%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$764K -$33.6K -1,605 -4%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$717K -$4.07K -194 -0.6%
State Street
64
State Street
Massachusetts
$671K – – –
S
65
SimplyRich
California
$656K +$8.34K +398 +1%
AssetMark Inc
66
AssetMark Inc
California
$615K -$2.94K -140 -0.5%
CFO
67
Callan Family Office
Pennsylvania
$603K -$263K -12,550 -30%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$599K +$241K +11,505 +67%
KCM
69
Kathmere Capital Management
Pennsylvania
$561K +$38.9K +1,855 +7%
SAI
70
Systematic Alpha Investments
New Jersey
$518K – – –
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$504K +$506K +24,131 New
Creative Planning
72
Creative Planning
Kansas
$502K -$12.1K -576 -2%
CG
73
Caprock Group
Idaho
$495K +$33.1K +1,580 +7%
WTC
74
WhitTier Trust Company
Nevada
$485K +$169K +8,063 +53%
MYIA
75
Mount Yale Investment Advisors
Colorado
$481K +$24.1K +1,150 +5%
1 2
3
4 5

IX Hedge Fund Activity: Q1 2025 in Review

191 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2025, worth a combined $518M — up 1.2% from $512M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IX positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $3.35M.

  • 191 institutional investors held ORIX (IX) as of Q1 2025, up from 190 in Q4 2024.
  • Funds reported $518M of ORIX stock for Q1 2025, up 1.2% quarter-over-quarter.
  • 27 funds opened new ORIX positions in Q1 2025 and 21 closed out, a net change of +6 holders.
  • The largest ORIX buyer in Q1 2025 was Fidelity Investments, an estimated $3.82M added.
  • The largest ORIX seller in Q1 2025 was Morgan Stanley, an estimated $3.35M sold.

Based on aggregated 13F filings for Q1 2025.