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280 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 31

288% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $785M → $1.02B (+$235M)

17% more funds holding

Funds holding: 240280 (+40)

0.72% more ownership

Funds ownership: 2.31%3.03% (+0.72%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
133
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
101
Systematic Alpha Investments
New Jersey
$744K
HF
102
HRT Financial
New York
$732K +$776K +24,438 New
SA
103
Sanctuary Advisors
Indiana
$700K +$741K +23,337 New
Lido Advisors
104
Lido Advisors
California
$697K +$192K +6,036 +35%
AFG
105
Atomi Financial Group
New York
$695K +$140K +4,404 +23%
SAI
106
Savvy Advisors Inc
New York
$690K +$70.3K +2,216 +11%
Citadel Advisors
107
Citadel Advisors
Florida
$639K +$289K +9,121 +75%
VCM
108
Versant Capital Management
Arizona
$634K +$119K +3,749 +22%
Voloridge Investment Management
109
Voloridge Investment Management
Florida
$634K +$671K +21,133 New
BIG
110
Brooklyn Investment Group
New York
$617K +$291K +9,185 +81%
CRC
111
Curi RMB Capital
Illinois
$612K -$1.31M -41,390 -67%
VWM
112
Venturi Wealth Management
Texas
$608K +$29.4K +928 +5%
Millennium Management
113
Millennium Management
New York
$598K +$633K +19,943 New
GT
114
Glenmede Trust
Pennsylvania
$593K +$49.2K +1,551 +9%
Arrowstreet Capital
115
Arrowstreet Capital
Massachusetts
$576K +$610K +19,215 New
Truist Financial
116
Truist Financial
North Carolina
$572K +$334K +10,536 +124%
ECM
117
Evergreen Capital Management
Washington
$570K +$79.5K +2,506 +15%
STA
118
Summit Trail Advisors
New York
$564K +$597K +18,814 New
SC
119
Savant Capital
Illinois
$554K +$102K +3,221 +21%
EI
120
Ethic Inc
New York
$538K +$102K +3,220 +22%
ACM
121
Aquatic Capital Management
Illinois
$528K +$508K +16,007 +999%
JF
122
JMN Financial
Ohio
$504K +$121K +3,816 +29%
VA
123
Vident Advisory
Georgia
$502K +$75.5K +2,378 +17%
S
124
SignatureFD
Georgia
$498K -$4.32K -136 -0.8%
NW
125
Naviter Wealth
Arkansas
$487K +$43.5K +1,371 +9%

IX Hedge Fund Activity: Q1 2026 in Review

280 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $785M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IX positions and 16 closed out — a net gain of 46 holders — while 133 added to existing stakes and 31 trimmed.

The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.

  • 280 institutional investors held ORIX (IX) as of Q1 2026, up from 240 in Q4 2025.
  • Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
  • 62 funds opened new ORIX positions in Q1 2026 and 16 closed out, a net change of +46 holders.
  • The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
  • The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.