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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
51
Campbell & Co Investment Adviser
Maryland
$1.35M -$953K -38,422 -43%
CFO
52
Callan Family Office
Pennsylvania
$1.34M -$369K -14,864 -22%
First Trust Advisors
53
First Trust Advisors
Illinois
$1.32M -$441K -17,776 -26%
S
54
SimplyRich
California
$1.21M +$16K +645 +1%
AAM
55
Advisors Asset Management
Colorado
$1.21M +$49.8K +2,009 +5%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.07M +$57K +2,297 +6%
VT
57
Vise Technologies
New York
$1.05M +$14.3K +577 +1%
Ameriprise
58
Ameriprise
Minnesota
$1.05M +$233K +9,380 +31%
GT
59
Greenleaf Trust
Michigan
$978K +$9.97K +402 +1%
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$939K -$15.4K -619 -2%
Corient Private Wealth
61
Corient Private Wealth
Florida
$908K +$78.9K +3,180 +10%
IC
62
IEQ Capital
California
$904K +$502K +20,222 +141%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$903K -$58.8K -2,370 -6%
CAS
64
CTC Alternative Strategies
Illinois
$895K +$846K +34,100 New
Millennium Management
65
Millennium Management
New York
$868K -$8.27M -333,297 -91%
State Street
66
State Street
Massachusetts
$839K
LPL Financial
67
LPL Financial
California
$817K +$166K +6,678 +27%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$802K -$81K -3,264 -10%
Creative Planning
69
Creative Planning
Kansas
$784K +$78.6K +3,170 +12%
TAFW
70
Tred Avon Family Wealth
Maryland
$783K +$744K +29,985 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$757K -$353K -14,232 -33%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$694K -$173K -6,970 -21%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$675K -$5.16M -208,191 -89%
KCM
74
Kathmere Capital Management
Pennsylvania
$661K +$111K +4,494 +22%
CG
75
Caprock Group
Idaho
$659K +$630K +25,410 New

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.