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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
Creative Planning
76
Creative Planning
Kansas
$604K +$57.6K +2,803 +12%
AWA
77
Aaron Wealth Advisors
Illinois
$585K +$80.3K +3,913 +18%
SAI
78
Systematic Alpha Investments
New Jersey
$559K – – –
LPL Financial
79
LPL Financial
California
$554K +$196K +9,522 +63%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$537K +$489K +23,837 New
TI
81
Trexquant Investment
Connecticut
$518K +$53.6K +2,611 +13%
WTC
82
WhitTier Trust Company
Nevada
$507K -$14.7K -714 -3%
YIH
83
Y-Intercept (HK)
Hong Kong
$489K +$446K +21,735 New
PAW
84
Plan A Wealth
Nebraska
$474K +$432K +21,044 New
KCM
85
Kathmere Capital Management
Pennsylvania
$469K -$124K -6,048 -23%
GIM
86
Glenmede Investment Management
Pennsylvania
$455K +$415K +20,210 New
SFA
87
Sequoia Financial Advisors
Ohio
$438K -$21.7K -1,057 -5%
SGI
88
Summit Global Investments
Utah
$431K +$56.1K +2,734 +17%
MML Investors Services
89
MML Investors Services
Massachusetts
$422K -$6.39K -311 -2%
SAI
90
Savvy Advisors Inc
New York
$402K +$56.8K +2,764 +18%
PAS
91
Park Avenue Securities
New York
$398K +$363K +17,677 New
CL
92
Choreo LLC
Illinois
$391K +$26.2K +1,275 +8%
Raymond James Financial
93
Raymond James Financial
Florida
$386K +$9.38K +457 +3%
S
94
SignatureFD
Georgia
$377K -$28.9K -1,406 -8%
VCM
95
Versant Capital Management
Arizona
$377K +$19.2K +934 +6%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$361K -$260K -12,649 -44%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$357K +$36K +1,752 +12%
Franklin Resources
98
Franklin Resources
California
$354K -$1.99K -97 -0.6%
FAFN
99
First Affirmative Financial Network
Colorado
$347K +$14K +684 +5%
AFG
100
Atomi Financial Group
New York
$346K -$10.1K -490 -3%
2 3
4
5 6

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.