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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.81M
2 +$3.62M
3 +$3.58M
4
Bank of America
Bank of America
North Carolina
+$2.73M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Ascent Group
Virginia
$263K
P
102
Pitcairn
Pennsylvania
$247K
NWAG
103
Net Worth Advisory Group
Utah
$241K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$236K
YCM
105
Yousif Capital Management
Michigan
$236K
UBS Group
106
UBS Group
Switzerland
$231K
PP
107
PDS Planning
Ohio
$227K
EI
108
Ethic Inc
New York
$225K
DWT
109
Dorsey & Whitney Trust
South Dakota
$221K
SC
110
Savant Capital
Illinois
$217K
BP
111
Ballentine Partners
Massachusetts
$214K
GWM
112
Gitterman Wealth Management
New Jersey
$205K
PA
113
Parallel Advisors
California
$193K
KOCAA
114
Knights of Columbus Asset Advisors
Connecticut
$162K
SAM
115
Smartleaf Asset Management
Massachusetts
$156K
SG Americas Securities
116
SG Americas Securities
New York
$121K
GI
117
GAMMA Investing
California
$119K
CCM
118
Coldstream Capital Management
Washington
$107K
HNB
119
Huntington National Bank
Ohio
$103K
GWM
120
Geneos Wealth Management
Colorado
$86K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$83K
WSFS
122
Wilmington Savings Fund Society
Delaware
$68.8K
CH
123
Cromwell Holdings
Wyoming
$63.7K
ACA
124
Atlas Capital Advisors
Wyoming
$59.1K
Bessemer Group
125
Bessemer Group
New Jersey
$48K