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ORIX
IX

Overview Fund Activity

204 hedge funds and large institutions have $570M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
82
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCM
1
Quantinno Capital Management
New York
$10.8M
2
Millennium Management
2
Millennium Management
New York
$8.25M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93.5M
4
Bank of America
4
Bank of America
North Carolina
$53M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.01M
2
EGA
2
Eagle Global Advisors
Texas
$7.05M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$755K
4
BlackRock
4
BlackRock
New York
$19.7M
5
HJIM
5
Henry James International Management
New York
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
101
RNC Capital Management
California
$325K 14,420 +1,650 +13%
IC
102
IEQ Capital
California
$324K 14,371 +14,371 New
HR
103
Hardy Reed
Mississippi
$305K 13,525 +100 +0.7%
LNWTC
104
Laird Norton Wetherby Trust Company
Washington
$302K 13,400 – –
MT
105
Midwest Trust
Kansas
$301K 13,384 +13,384 New
Lido Advisors
106
Lido Advisors
California
$290K 12,884 -2,316 -15%
YCM
107
Yousif Capital Management
Michigan
$275K 12,225 +925 +8%
CCA
108
Checchi Capital Advisers
California
$272K 12,082 -1,523 -11%
SC
109
Syon Capital
California
$271K 12,033 +12,033 New
UBS Group
110
UBS Group
Switzerland
$265K 11,756 +676 +6%
AG
111
Ascent Group
Virginia
$265K 11,749 -856 -7%
EI
112
Ethic Inc
New York
$261K 11,783 +962 +9%
NWAG
113
Net Worth Advisory Group
Utah
$257K 11,413 -109 -0.9%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$251K 11,150 -169 -1%
SCP
115
Sivia Capital Partners
California
$247K 10,970 +10,970 New
ECM
116
Evergreen Capital Management
Washington
$246K 10,933 +10,933 New
PP
117
PDS Planning
Ohio
$239K 10,624 -225 -2%
OL
118
Optas LLC
Texas
$236K 10,484 +10,484 New
RS
119
R Squared
Hong Kong
$230K 10,204 +10,204 New
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$229K 10,178 +10,178 New
PSP
121
Principal Street Partners
Tennessee
$221K 9,832 +9,832 New
VWM
122
Venturi Wealth Management
Texas
$217K 9,656 +9,656 New
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$208K 9,243 +9,243 New
PA
124
Parallel Advisors
California
$208K 9,215 -20 -0.2%
CC
125
Centiva Capital
New York
$206K 9,127 +9,127 New
3 4
5
6 7