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171 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.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $480M → $680M (+$200M)

8% more funds holding

Funds holding: 159171 (+12)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% 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 Holding Trade Value Shares
Change
Change in
Stake
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$229K
DWT
102
Dorsey & Whitney Trust
South Dakota
$226K +$4.91K +230 +2%
UCFA
103
United Capital Financial Advisors
Texas
$225K +$2.46K +115 +1%
BP
104
Ballentine Partners
Massachusetts
$225K +$216K +10,100 New
RJFSA
105
Raymond James Financial Services Advisors
Florida
$219K +$210K +9,825 New
AG
106
Ascent Group
Virginia
$217K +$2.24K +105 +1%
Truist Financial
107
Truist Financial
North Carolina
$213K +$9.18K +430 +5%
CCA
108
Cottonwood Capital Advisors
Utah
$211K +$200K +9,345 New
PA
109
Parallel Advisors
California
$207K -$854 -40 -0.4%
KOCAA
110
Knights of Columbus Asset Advisors
Connecticut
$206K
P
111
&Partners
Tennessee
$203K +$194K +9,105 New
Osaic Holdings
112
Osaic Holdings
Arizona
$189K +$86.3K +4,040 +90%
BTI
113
Blue Trust Inc
Georgia
$177K +$148K +6,925 +635%
WTC
114
WhitTier Trust Company
Nevada
$126K +$71.3K +3,340 +144%
GI
115
GAMMA Investing
California
$118K +$23.5K +1,100 +26%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$106K +$9.93K +465 +11%
HNB
117
Huntington National Bank
Ohio
$101K +$29.3K +1,370 +43%
LC
118
Lindbrook Capital
California
$83.1K
CH
119
Cromwell Holdings
Wyoming
$67.9K +$65.1K +3,050 New
ACA
120
Atlas Capital Advisors
Wyoming
$64.1K -$4.38K -205 -7%
EWA
121
EverSource Wealth Advisors
Alabama
$61.4K +$5.87K +275 +12%
FFA
122
Farther Finance Advisors
California
$51.2K +$19K +890 +63%
W
123
WealthCollab
Washington
$34.4K
AWM
124
Avior Wealth Management
Nebraska
$31.7K +$961 +45 +3%
BGAI
125
Bruce G. Allen Investments
Colorado
$28.9K +$1.92K +90 +7%

IX Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2024, worth a combined $680M — up 42% from $480M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 11 closed out — a net gain of 13 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.44M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.73M.

  • 171 institutional investors held ORIX (IX) as of Q2 2024, up from 159 in Q1 2024.
  • Funds reported $680M of ORIX stock for Q2 2024, up 42% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q2 2024 was Fidelity Investments, an estimated $6.44M added.
  • The largest ORIX seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.