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280 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 31

288% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $785M → $1.02B (+$235M)

17% more funds holding

Funds holding: 240280 (+40)

0.72% more ownership

Funds ownership: 2.31%3.03% (+0.72%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
133
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$1.05M +$172K +5,417 +19%
AWA
77
Aaron Wealth Advisors
Illinois
$1.02M +$332K +10,465 +44%
SGA
78
Strategic Global Advisors
California
$985K +$211K +6,635 +25%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$983K +$344K +10,848 +49%
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$976K +$32 +1 +0%
Creative Planning
81
Creative Planning
Kansas
$973K +$29.8K +938 +3%
CG
82
Caprock Group
Idaho
$967K +$135K +4,264 +15%
State Street
83
State Street
Massachusetts
$964K
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$925K +$979K +30,840 New
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$906K +$51.7K +1,629 +6%
KCM
86
Kathmere Capital Management
Pennsylvania
$891K +$107K +3,386 +13%
PAS
87
Park Avenue Securities
New York
$865K +$331K +10,442 +57%
SC
88
Syon Capital
California
$857K -$38.3K -1,206 -4%
FWCM
89
Ferguson Wellman Capital Management
Oregon
$839K +$887K +27,960 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$828K +$410K +12,931 +88%
Stifel Financial
91
Stifel Financial
Missouri
$819K +$866K +27,303 New
DWM
92
Dynasty Wealth Management
Florida
$804K +$2.1K +66 +0.2%
XT
93
XTX Topco
Cayman Islands
$798K +$844K +26,595 New
AI
94
Atria Investments
North Carolina
$780K +$593K +18,677 +254%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$780K +$601K +18,936 +268%
SFA
96
Sequoia Financial Advisors
Ohio
$779K +$20.9K +657 +3%
CL
97
Choreo LLC
Illinois
$775K +$38.3K +1,206 +5%
PAW
98
Plan A Wealth
Nebraska
$756K +$28K +882 +4%
TAFW
99
Tred Avon Family Wealth
Maryland
$755K -$118K -3,720 -13%
IRP
100
Investment Research Partners
Pennsylvania
$744K +$38.6K +1,216 +5%

IX Hedge Fund Activity: Q1 2026 in Review

280 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $785M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IX positions and 16 closed out — a net gain of 46 holders — while 133 added to existing stakes and 31 trimmed.

The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.

  • 280 institutional investors held ORIX (IX) as of Q1 2026, up from 240 in Q4 2025.
  • Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
  • 62 funds opened new ORIX positions in Q1 2026 and 16 closed out, a net change of +46 holders.
  • The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
  • The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.