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189 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

9% more funds holding

Funds holding: 174189 (+15)

0.11% more ownership

Funds ownership: 1.88%1.98% (+0.11%)

1% less capital invested

Capital invested by funds: $519M → $512M (-$7.6M)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$482K +$29.9K +1,365 +6%
Corient Private Wealth
77
Corient Private Wealth
Florida
$476K -$229K -10,455 -32%
CG
78
Caprock Group
Idaho
$469K +$16.2K +740 +3%
MYIA
79
Mount Yale Investment Advisors
Colorado
$465K +$14.1K +645 +3%
AWA
80
Aaron Wealth Advisors
Illinois
$445K +$28.4K +1,295 +7%
MML Investors Services
81
MML Investors Services
Massachusetts
$409K +$60.1K +2,745 +17%
TC
82
TownSquare Capital
Utah
$397K +$78.7K +3,590 +24%
YCM
83
Yousif Capital Management
Michigan
$396K
S
84
SignatureFD
Georgia
$385K -$48.5K -2,215 -11%
FCI
85
Financial Counselors Inc
Kansas
$385K
Ameriprise
86
Ameriprise
Minnesota
$385K -$35.4K -1,615 -8%
PAS
87
Park Avenue Securities
New York
$368K +$88.9K +4,055 +31%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$365K +$58.8K +2,685 +19%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$352K -$26.1K -1,190 -7%
UBS Group
90
UBS Group
Switzerland
$341K -$251K -11,435 -42%
FAFN
91
First Affirmative Financial Network
Colorado
$340K +$329 +15 +0.1%
Franklin Resources
92
Franklin Resources
California
$334K +$32.9K +1,500 +11%
WTC
93
WhitTier Trust Company
Nevada
$323K +$175K +7,990 +111%
CL
94
Choreo LLC
Illinois
$313K -$51.4K -2,345 -14%
Raymond James Financial
95
Raymond James Financial
Florida
$312K +$322K +14,705 New
LSAG
96
Lake Street Advisors Group
New Hampshire
$304K +$4.93K +225 +2%
GT
97
Glenmede Trust
Pennsylvania
$293K -$4.6K -210 -1%
SAI
98
Savvy Advisors Inc
New York
$286K +$295K +13,460 New
HR
99
Hardy Reed
Mississippi
$285K
LPL Financial
100
LPL Financial
California
$281K +$95K +4,335 +49%

IX Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.

  • 189 institutional investors held ORIX (IX) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
  • The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.