173 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
71
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JIC
101
Johnson Investment Counsel
Ohio
$251K 2,159
PWPS
102
Pinnacle Wealth Planning Services
Ohio
$239K 2,059
DWT
103
Dorsey & Whitney Trust
South Dakota
$235K 2,028 -7 -0.3%
BP
104
Ballentine Partners
Massachusetts
$234K 2,014 -6 -0.3%
AG
105
Ascent Group
Virginia
$226K 1,944 -2 -0.1%
UCFA
106
United Capital Financial Advisors
Texas
$225K 1,943 -78 -4%
PA
107
Parallel Advisors
California
$214K 1,841 -22 -1%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$210K 1,811 -154 -8%
LPL Financial
109
LPL Financial
California
$207K 1,781 +1,781 New
GWM
110
Gitterman Wealth Management
New Jersey
$205K 1,765 +1,765 New
KOCAA
111
Knights of Columbus Asset Advisors
Connecticut
$189K 1,630 -219 -12%
GI
112
GAMMA Investing
California
$178K 1,533 +473 +45%
WTC
113
WhitTier Trust Company
Nevada
$167K 1,438 +305 +27%
Osaic Holdings
114
Osaic Holdings
Arizona
$129K 1,112 -589 -35%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$109K 937 -19 -2%
HNB
116
Huntington National Bank
Ohio
$104K 893 -16 -2%
WSFS
117
Wilmington Savings Fund Society
Delaware
$79.7K 687 +687 New
ACA
118
Atlas Capital Advisors
Wyoming
$71.6K 617 +41 +7%
CH
119
Cromwell Holdings
Wyoming
$70.8K 610
EWA
120
EverSource Wealth Advisors
Alabama
$70.4K 607 +99 +19%
FFA
121
Farther Finance Advisors
California
$54K 465 +4 +0.9%
SAM
122
Smartleaf Asset Management
Massachusetts
$39.8K 333 +253 +316%
LC
123
Lindbrook Capital
California
$38.5K 332 -415 -56%
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
$35.9K 44,444 -4,646 -9%
W
125
WealthCollab
Washington
$35.9K 309