205 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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
82
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$1.21M -$1.8K -80 -0.1%
P
52
&Partners
Tennessee
$1.15M +$286K +16,555 +33%
S
53
SimplyRich
California
$1.03M +$319K +14,188 +45%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.02M +$60.6K +2,690 +6%
AAM
55
Advisors Asset Management
Colorado
$995K +$107K +4,749 +12%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$973K -$23 -1 -0%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$953K +$864K +38,365 +971%
VT
58
Vise Technologies
New York
$892K +$892K +39,597 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$869K +$95.1K +4,225 +12%
GT
60
Greenleaf Trust
Michigan
$834K -$151K -6,715 -15%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$832K +$7.95K +353 +1%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$824K +$824K +36,581 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$763K -$92.7K -4,125 -11%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$755K -$1.81M -80,297 -71%
MYIA
65
Mount Yale Investment Advisors
Colorado
$731K +$213K +9,448 +41%
State Street
66
State Street
Massachusetts
$724K
Marshall Wace
67
Marshall Wace
United Kingdom
$712K +$712K +31,623 New
Corient Private Wealth
68
Corient Private Wealth
Florida
$711K +$240K +10,642 +51%
Ameriprise
69
Ameriprise
Minnesota
$692K +$251K +11,125 +57%
SC
70
Soundwatch Capital
Connecticut
$674K +$674K +1,125 New
SGA
71
Strategic Global Advisors
California
$662K +$152K +6,771 +30%
AssetMark Inc
72
AssetMark Inc
California
$634K -$28.9K -1,285 -4%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$631K +$87.2K +3,871 +16%
Creative Planning
74
Creative Planning
Kansas
$604K +$63.1K +2,803 +12%
AWA
75
Aaron Wealth Advisors
Illinois
$585K +$88.1K +3,913 +18%