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ORIX
IX

191 hedge funds and large institutions have $518M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $512M → $518M (+$6.29M)

1% more funds holding

Funds holding: 190 → 191 (+1)

0.15% more ownership

Funds ownership: 1.98% → 2.13% (+0.15%)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
73
Reduced
66
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.82M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.64M
3
Millennium Management
Millennium Management
New York
+$3.59M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.35M
2
Wells Fargo
Wells Fargo
California
-$1.64M
3
AA
ABC Arbitrage
France
-$865K
4
SGI
Summit Global Investments
Utah
-$709K
5
Citadel Advisors
Citadel Advisors
Florida
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
101
Financial Counselors Inc
Kansas
$273K -$106K -5,043 -28%
RCM
102
RNC Capital Management
California
$267K +$419 +20 +0.2%
AG
103
Ascent Group
Virginia
$263K +$264K +12,605 New
P
104
Pitcairn
Pennsylvania
$247K +$15.1K +719 +6%
NWAG
105
Net Worth Advisory Group
Utah
$241K -$13.4K -638 -5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$236K +$237K +11,319 New
YCM
107
Yousif Capital Management
Michigan
$236K -$154K -7,350 -39%
UBS Group
108
UBS Group
Switzerland
$231K -$104K -4,980 -31%
PP
109
PDS Planning
Ohio
$227K +$26.9K +1,284 +13%
EI
110
Ethic Inc
New York
$225K +$13.2K +631 +6%
DWT
111
Dorsey & Whitney Trust
South Dakota
$221K -$11.3K -537 -5%
BP
112
Ballentine Partners
Massachusetts
$214K -$4.19K -200 -2%
GWM
113
Gitterman Wealth Management
New Jersey
$205K +$3.96K +189 +2%
PA
114
Parallel Advisors
California
$193K – – –
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$162K -$7.88K -376 -5%
SAM
116
Smartleaf Asset Management
Massachusetts
$156K +$21.1K +1,004 +16%
SG Americas Securities
117
SG Americas Securities
New York
$121K -$252 -12 -0.2%
GI
118
GAMMA Investing
California
$119K -$15.3K -732 -11%
CCM
119
Coldstream Capital Management
Washington
$107K +$107K +5,101 New
HNB
120
Huntington National Bank
Ohio
$103K +$11.1K +529 +12%
GWM
121
Geneos Wealth Management
Colorado
$86K +$81.3K +3,880 +1,651%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$83K -$9.79K -467 -11%
WSFS
123
Wilmington Savings Fund Society
Delaware
$68.8K -$1.68K -80 -2%
CH
124
Cromwell Holdings
Wyoming
$63.7K – – –
ACA
125
Atlas Capital Advisors
Wyoming
$59.1K +$3.04K +145 +5%
3 4
5
6 7

IX Hedge Fund Activity: Q1 2025 in Review

191 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2025, worth a combined $518M — up 1.2% from $512M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IX positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $3.35M.

  • 191 institutional investors held ORIX (IX) as of Q1 2025, up from 190 in Q4 2024.
  • Funds reported $518M of ORIX stock for Q1 2025, up 1.2% quarter-over-quarter.
  • 27 funds opened new ORIX positions in Q1 2025 and 21 closed out, a net change of +6 holders.
  • The largest ORIX buyer in Q1 2025 was Fidelity Investments, an estimated $3.82M added.
  • The largest ORIX seller in Q1 2025 was Morgan Stanley, an estimated $3.35M sold.

Based on aggregated 13F filings for Q1 2025.