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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
SAI
76
Systematic Alpha Investments
New Jersey
$648K
SFA
77
Sequoia Financial Advisors
Ohio
$647K +$132K +5,318 +27%
SC
78
Syon Capital
California
$617K +$288K +11,606 +96%
DWM
79
Dynasty Wealth Management
Florida
$615K +$584K +23,542 New
SGA
80
Strategic Global Advisors
California
$607K -$153K -6,150 -21%
SGI
81
Summit Global Investments
Utah
$606K +$100K +4,030 +21%
PAW
82
Plan A Wealth
Nebraska
$599K +$46.6K +1,878 +9%
IRP
83
Investment Research Partners
Pennsylvania
$575K +$587K +23,656 New
AWA
84
Aaron Wealth Advisors
Illinois
$559K -$114K -4,587 -18%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$552K +$131K +5,270 +33%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$537K +$112K +4,525 +28%
CL
87
Choreo LLC
Illinois
$521K +$64.4K +2,595 +15%
SAI
88
Savvy Advisors Inc
New York
$512K +$43.3K +1,745 +10%
MML Investors Services
89
MML Investors Services
Massachusetts
$495K +$5.73K +231 +1%
Raymond James Financial
90
Raymond James Financial
Florida
$485K +$35.4K +1,429 +8%
AssetMark Inc
91
AssetMark Inc
California
$462K -$259K -10,454 -37%
PAS
92
Park Avenue Securities
New York
$458K -$3.79K -153 -0.9%
Lido Advisors
93
Lido Advisors
California
$449K +$107K +4,313 +33%
GIM
94
Glenmede Investment Management
Pennsylvania
$446K -$78K -3,146 -16%
AFG
95
Atomi Financial Group
New York
$441K +$37.6K +1,518 +10%
S
96
SignatureFD
Georgia
$438K
NW
97
Naviter Wealth
Arkansas
$425K +$38.7K +1,559 +11%
Franklin Resources
98
Franklin Resources
California
$422K +$11K +445 +3%
RCM
99
RNC Capital Management
California
$407K +$28.9K +1,165 +8%
VCM
100
Versant Capital Management
Arizona
$397K -$37.6K -1,516 -9%

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.