189 hedge funds and large institutions have $516M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
71
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
101
Ascent Group
Virginia
$263K +$263K +12,605 New
P
102
Pitcairn
Pennsylvania
$247K +$15K +719 +6%
NWAG
103
Net Worth Advisory Group
Utah
$241K -$13.3K -638 -5%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$236K +$236K +11,319 New
YCM
105
Yousif Capital Management
Michigan
$236K -$154K -7,350 -39%
UBS Group
106
UBS Group
Switzerland
$231K -$104K -4,980 -31%
PP
107
PDS Planning
Ohio
$227K +$26.8K +1,284 +13%
EI
108
Ethic Inc
New York
$225K +$13.1K +631 +6%
DWT
109
Dorsey & Whitney Trust
South Dakota
$221K -$11.2K -537 -5%
SC
110
Savant Capital
Illinois
$217K +$217K +10,368 New
BP
111
Ballentine Partners
Massachusetts
$214K -$4.18K -200 -2%
GWM
112
Gitterman Wealth Management
New Jersey
$205K +$3.95K +189 +2%
PA
113
Parallel Advisors
California
$193K
KOCAA
114
Knights of Columbus Asset Advisors
Connecticut
$162K -$7.86K -376 -5%
SAM
115
Smartleaf Asset Management
Massachusetts
$156K +$21.3K +1,004 +16%
SG Americas Securities
116
SG Americas Securities
New York
$121K -$252 -12 -0.2%
GI
117
GAMMA Investing
California
$119K -$15.3K -732 -11%
CCM
118
Coldstream Capital Management
Washington
$107K +$107K +5,101 New
HNB
119
Huntington National Bank
Ohio
$103K +$11.1K +529 +12%
GWM
120
Geneos Wealth Management
Colorado
$86K +$81.1K +3,880 +1,651%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$83K -$9.81K -467 -11%
WSFS
122
Wilmington Savings Fund Society
Delaware
$68.8K -$1.67K -80 -2%
CH
123
Cromwell Holdings
Wyoming
$63.7K
ACA
124
Atlas Capital Advisors
Wyoming
$59.1K +$3.03K +145 +5%
Bessemer Group
125
Bessemer Group
New Jersey
$48K +$41.5K +1,973 +636%