We are live on ! Find out more

189 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

9% more funds holding

Funds holding: 174189 (+15)

0.11% more ownership

Funds ownership: 1.88%1.98% (+0.11%)

1% less capital invested

Capital invested by funds: $519M → $512M (-$7.6M)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
101
Atomi Financial Group
New York
$275K -$20.6K -940 -7%
Two Sigma Investments
102
Two Sigma Investments
New York
$273K +$281K +12,835 New
QCG
103
Quadrant Capital Group
Ohio
$271K +$1.97K +90 +0.7%
RCM
104
RNC Capital Management
California
$271K -$8.22K -375 -3%
CCA
105
Checchi Capital Advisers
California
$259K +$1.42K +65 +0.5%
NWAG
106
Net Worth Advisory Group
Utah
$258K -$6.13K -280 -2%
Lido Advisors
107
Lido Advisors
California
$253K +$261K +11,900 New
DWT
108
Dorsey & Whitney Trust
South Dakota
$236K +$21.6K +985 +10%
P
109
Pitcairn
Pennsylvania
$236K +$4.71K +215 +2%
JIC
110
Johnson Investment Counsel
Ohio
$229K
Marshall Wace
111
Marshall Wace
United Kingdom
$226K +$234K +10,660 New
BP
112
Ballentine Partners
Massachusetts
$222K +$8.33K +380 +4%
EI
113
Ethic Inc
New York
$216K -$256K -11,685 -53%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$215K +$222K +10,120 New
UCFA
115
United Capital Financial Advisors
Texas
$210K +$4.05K +185 +2%
GWM
116
Gitterman Wealth Management
New Jersey
$205K +$17.7K +810 +9%
PP
117
PDS Planning
Ohio
$203K -$34.6K -1,580 -14%
PA
118
Parallel Advisors
California
$196K +$657 +30 +0.3%
KOCAA
119
Knights of Columbus Asset Advisors
Connecticut
$173K
ACM
120
Aquatic Capital Management
Illinois
$150K +$144K +6,550 +1,310%
GI
121
GAMMA Investing
California
$137K -$26.8K -1,225 -16%
SAM
122
Smartleaf Asset Management
Massachusetts
$136K +$103K +4,705 +283%
Osaic Holdings
123
Osaic Holdings
Arizona
$134K +$15.9K +725 +13%
SG Americas Securities
124
SG Americas Securities
New York
$123K +$127K +5,785 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$94K -$5.81K -265 -6%

IX Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.

  • 189 institutional investors held ORIX (IX) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
  • The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.