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ORIX
IX

208 hedge funds and large institutions have $572M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $518M → $572M (+$54.3M)

9% more funds holding

Funds holding: 190 → 208 (+18)

0.05% more ownership

Funds ownership: 2.13% → 2.18% (+0.05%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
83
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QCM
Quantinno Capital Management
New York
+$4.63M
2
Millennium Management
Millennium Management
New York
+$3.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.21M
4
Bank of America
Bank of America
North Carolina
+$2.04M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.31M
2
EGA
Eagle Global Advisors
Texas
-$1.73M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.65M
4
BlackRock
BlackRock
New York
-$944K
5
HJIM
Henry James International Management
New York
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$1.22M +$205K +9,979 +23%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$1.21M -$1.64K -80 -0.1%
DCM
53
DGS Capital Management
New Jersey
$1.16M +$22.7K +1,105 +2%
P
54
&Partners
Tennessee
$1.15M +$340K +16,555 +33%
S
55
SimplyRich
California
$1.03M +$291K +14,188 +45%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.02M +$55.2K +2,690 +6%
AAM
57
Advisors Asset Management
Colorado
$995K +$97.5K +4,749 +12%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$973K -$21 -1 -0%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$953K +$788K +38,365 +971%
VT
60
Vise Technologies
New York
$892K +$813K +39,597 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$869K +$86.8K +4,225 +12%
GT
62
Greenleaf Trust
Michigan
$834K -$138K -6,715 -15%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$832K +$7.25K +353 +1%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$824K +$751K +36,581 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$763K -$84.7K -4,125 -11%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$755K -$1.65M -80,297 -71%
MYIA
67
Mount Yale Investment Advisors
Colorado
$731K +$194K +9,448 +41%
State Street
68
State Street
Massachusetts
$724K – – –
Marshall Wace
69
Marshall Wace
United Kingdom
$712K +$649K +31,623 New
Corient Private Wealth
70
Corient Private Wealth
Florida
$711K +$219K +10,643 +51%
Ameriprise
71
Ameriprise
Minnesota
$692K +$228K +11,125 +57%
SC
72
Soundwatch Capital
Connecticut
$674K +$23.1K +1,125 New
SGA
73
Strategic Global Advisors
California
$662K +$139K +6,771 +30%
AssetMark Inc
74
AssetMark Inc
California
$634K -$26.4K -1,285 -4%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$631K +$79.5K +3,871 +16%
1 2
3
4 5

IX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2025, worth a combined $572M — up 10% from $518M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IX positions and 17 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Quantinno Capital Management, adding an estimated $4.63M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.31M.

  • 208 institutional investors held ORIX (IX) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $572M of ORIX stock for Q2 2025, up 10% quarter-over-quarter.
  • 40 funds opened new ORIX positions in Q2 2025 and 17 closed out, a net change of +23 holders.
  • The largest ORIX buyer in Q2 2025 was Quantinno Capital Management, an estimated $4.63M added.
  • The largest ORIX seller in Q2 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2025.