170 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWT
101
Dorsey & Whitney Trust
South Dakota
$226K 2,035 +46 +2%
UCFA
102
United Capital Financial Advisors
Texas
$225K 2,021 +23 +1%
BP
103
Ballentine Partners
Massachusetts
$225K 2,020 +2,020 New
RJFSA
104
Raymond James Financial Services Advisors
Florida
$219K 1,965 +1,965 New
AG
105
Ascent Group
Virginia
$217K 1,946 +21 +1%
Truist Financial
106
Truist Financial
North Carolina
$213K 1,915 +86 +5%
CCA
107
Cottonwood Capital Advisors
Utah
$211K 1,869 +1,869 New
PA
108
Parallel Advisors
California
$207K 1,863 -8 -0.4%
KOCAA
109
Knights of Columbus Asset Advisors
Connecticut
$206K 1,849
P
110
&Partners
Tennessee
$203K 1,821 +1,821 New
Osaic Holdings
111
Osaic Holdings
Arizona
$189K 1,701 +808 +90%
BTI
112
Blue Trust Inc
Georgia
$177K 1,603 +1,385 +635%
WTC
113
WhitTier Trust Company
Nevada
$126K 1,133 +668 +144%
GI
114
GAMMA Investing
California
$118K 1,060 +220 +26%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$106K 956 +93 +11%
HNB
116
Huntington National Bank
Ohio
$101K 909 +274 +43%
LC
117
Lindbrook Capital
California
$83.1K 747
CH
118
Cromwell Holdings
Wyoming
$67.9K 610 +610 New
ACA
119
Atlas Capital Advisors
Wyoming
$64.1K 576 -41 -7%
EWA
120
EverSource Wealth Advisors
Alabama
$61.4K 508 +55 +12%
FFA
121
Farther Finance Advisors
California
$51.2K 461 +178 +63%
W
122
WealthCollab
Washington
$34.4K 309
AWM
123
Avior Wealth Management
Nebraska
$31.7K 285 +9 +3%
BGAI
124
Bruce G. Allen Investments
Colorado
$28.9K 260 +18 +7%
AA
125
Addison Advisors
Vermont
$28.8K 259 +259 New