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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
KCM
76
Kathmere Capital Management
Pennsylvania
$769K +$27K +1,018 +4%
SGA
77
Strategic Global Advisors
California
$765K +$78.6K +2,968 +13%
SFA
78
Sequoia Financial Advisors
Ohio
$740K +$14.9K +564 +2%
CL
79
Choreo LLC
Illinois
$725K +$124K +4,698 +24%
SAI
80
Systematic Alpha Investments
New Jersey
$725K
PAW
81
Plan A Wealth
Nebraska
$711K +$37K +1,396 +6%
IRP
82
Investment Research Partners
Pennsylvania
$690K -$1.27K -48 -0.2%
AWA
83
Aaron Wealth Advisors
Illinois
$688K +$57K +2,153 +10%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$641K +$21.8K +823 +4%
MML Investors Services
85
MML Investors Services
Massachusetts
$617K +$56.8K +2,144 +11%
SAI
86
Savvy Advisors Inc
New York
$607K +$31.6K +1,194 +6%
GRP
87
Global Retirement Partners
California
$599K +$504K +19,041 +1,319%
SGI
88
Summit Global Investments
Utah
$585K -$83.4K -3,151 -14%
STS
89
SG Trading Solutions
Utah
$577K +$522K +19,731 New
VWM
90
Venturi Wealth Management
Texas
$565K +$200K +7,552 +64%
AFG
91
Atomi Financial Group
New York
$548K +$49.4K +1,867 +11%
PAS
92
Park Avenue Securities
New York
$538K +$23.1K +874 +5%
GT
93
Glenmede Trust
Pennsylvania
$532K +$482K +18,210 New
Raymond James Financial
94
Raymond James Financial
Florida
$531K -$11.3K -425 -2%
VCM
95
Versant Capital Management
Arizona
$508K +$57.5K +2,170 +14%
TI
96
Trexquant Investment
Connecticut
$493K +$107K +4,028 +31%
S
97
SignatureFD
Georgia
$489K -$132 -5 -0%
ECM
98
Evergreen Capital Management
Washington
$482K +$38.5K +1,456 +10%
RCM
99
RNC Capital Management
California
$471K +$14.6K +550 +4%
Franklin Resources
100
Franklin Resources
California
$469K -$2.2K -83 -0.5%