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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$1.61M +$116K +4,374 +9%
BCI
52
Brinker Capital Investments
Pennsylvania
$1.58M +$48.2K +1,821 +3%
ACM
53
Ativo Capital Management
Illinois
$1.49M -$89.8K -3,393 -6%
AAM
54
Advisors Asset Management
Colorado
$1.47M +$113K +4,267 +9%
IC
55
IEQ Capital
California
$1.35M +$311K +11,750 +34%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.29M +$84.5K +3,192 +8%
CCIA
57
Campbell & Co Investment Adviser
Maryland
$1.23M -$249K -9,403 -18%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.2M +$270K +10,214 +33%
Two Sigma Investments
59
Two Sigma Investments
New York
$1.18M +$1.07M +40,478 New
Ameriprise
60
Ameriprise
Minnesota
$1.15M -$18K -681 -2%
GT
61
Greenleaf Trust
Michigan
$1.09M -$1.64K -62 -0.2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$1.05M +$32.6K +1,231 +4%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.03M +$167K +6,316 +22%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$997K +$903K +34,107 New
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$951K -$564K -21,299 -40%
LPL Financial
66
LPL Financial
California
$948K +$31K +1,172 +4%
State Street
67
State Street
Massachusetts
$939K
Creative Planning
68
Creative Planning
Kansas
$921K +$39.8K +1,505 +5%
SC
69
Syon Capital
California
$871K +$163K +6,156 +26%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$852K +$561K +21,191 +266%
TAFW
71
Tred Avon Family Wealth
Maryland
$845K -$28.5K -1,075 -4%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$829K +$51.5K +1,947 +7%
CG
73
Caprock Group
Idaho
$818K +$68K +2,567 +10%
UBS Group
74
UBS Group
Switzerland
$782K +$307K +11,610 +77%
DWM
75
Dynasty Wealth Management
Florida
$782K +$85K +3,209 +14%