189 hedge funds and large institutions have $516M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
71
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$931K +$58.1K +2,782 +7%
US Bancorp
52
US Bancorp
Minnesota
$921K +$108K +5,193 +13%
GT
53
Greenleaf Trust
Michigan
$914K
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$902K -$210K -10,044 -19%
BCI
55
Brinker Capital Investments
Pennsylvania
$891K -$295K -14,102 -25%
OPS
56
Orion Portfolio Solutions
Nebraska
$891K -$295K -14,102 -25%
HighTower Advisors
57
HighTower Advisors
Illinois
$888K -$132K -6,338 -13%
AAM
58
Advisors Asset Management
Colorado
$824K +$22.7K +1,087 +3%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$796K -$117K -5,579 -13%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$764K -$33.5K -1,605 -4%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$717K -$4.05K -194 -0.6%
State Street
62
State Street
Massachusetts
$671K
S
63
SimplyRich
California
$656K +$8.3K +398 +1%
AssetMark Inc
64
AssetMark Inc
California
$615K -$2.93K -140 -0.5%
CFO
65
Callan Family Office
Pennsylvania
$603K -$262K -12,550 -30%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$599K +$240K +11,505 +67%
KCM
67
Kathmere Capital Management
Pennsylvania
$561K +$38.8K +1,855 +7%
SAI
68
Systematic Alpha Investments
New Jersey
$518K
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$504K +$504K +24,131 New
Creative Planning
70
Creative Planning
Kansas
$502K -$12K -576 -2%
CG
71
Caprock Group
Idaho
$495K +$33K +1,580 +7%
WTC
72
WhitTier Trust Company
Nevada
$485K +$168K +8,063 +53%
MYIA
73
Mount Yale Investment Advisors
Colorado
$481K +$24K +1,150 +5%
SGA
74
Strategic Global Advisors
California
$472K -$10.6K -506 -2%
AWA
75
Aaron Wealth Advisors
Illinois
$461K +$23.3K +1,117 +5%