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ORIX
IX

208 hedge funds and large institutions have $572M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $518M → $572M (+$54.3M)

9% more funds holding

Funds holding: 190 → 208 (+18)

0.05% more ownership

Funds ownership: 2.13% → 2.18% (+0.05%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
83
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QCM
Quantinno Capital Management
New York
+$4.63M
2
Millennium Management
Millennium Management
New York
+$3.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.21M
4
Bank of America
Bank of America
North Carolina
+$2.04M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.31M
2
EGA
Eagle Global Advisors
Texas
-$1.73M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.65M
4
BlackRock
BlackRock
New York
-$944K
5
HJIM
Henry James International Management
New York
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
NW
101
Naviter Wealth
Arkansas
$331K +$302K +14,699 New
Citigroup
102
Citigroup
New York
$329K +$19K +924 +7%
RCM
103
RNC Capital Management
California
$325K +$33.9K +1,650 +13%
IC
104
IEQ Capital
California
$324K +$295K +14,371 New
HR
105
Hardy Reed
Mississippi
$305K +$2.05K +100 +0.7%
LNWTC
106
Laird Norton Wetherby Trust Company
Washington
$302K – – –
MT
107
Midwest Trust
Kansas
$301K +$275K +13,384 New
SC
108
Savant Capital
Illinois
$301K +$275K +13,379 New
Lido Advisors
109
Lido Advisors
California
$290K -$47.6K -2,316 -15%
YCM
110
Yousif Capital Management
Michigan
$275K +$19K +925 +8%
CCA
111
Checchi Capital Advisers
California
$272K -$31.3K -1,523 -11%
SC
112
Syon Capital
California
$271K +$247K +12,033 New
UBS Group
113
UBS Group
Switzerland
$265K +$13.9K +676 +6%
AG
114
Ascent Group
Virginia
$265K -$17.6K -856 -7%
EI
115
Ethic Inc
New York
$261K +$19.8K +962 +9%
NWAG
116
Net Worth Advisory Group
Utah
$257K -$2.24K -109 -0.9%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$251K -$3.47K -169 -1%
SCP
118
Sivia Capital Partners
California
$247K +$225K +10,970 New
ECM
119
Evergreen Capital Management
Washington
$246K +$224K +10,933 New
PP
120
PDS Planning
Ohio
$239K -$4.62K -225 -2%
OL
121
Optas LLC
Texas
$236K +$215K +10,484 New
RS
122
R Squared
Hong Kong
$230K +$210K +10,204 New
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$229K +$209K +10,178 New
PSP
124
Principal Street Partners
Tennessee
$221K +$202K +9,832 New
VWM
125
Venturi Wealth Management
Texas
$217K +$198K +9,656 New
3 4
5
6 7

IX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2025, worth a combined $572M — up 10% from $518M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IX positions and 17 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Quantinno Capital Management, adding an estimated $4.63M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.31M.

  • 208 institutional investors held ORIX (IX) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $572M of ORIX stock for Q2 2025, up 10% quarter-over-quarter.
  • 40 funds opened new ORIX positions in Q2 2025 and 17 closed out, a net change of +23 holders.
  • The largest ORIX buyer in Q2 2025 was Quantinno Capital Management, an estimated $4.63M added.
  • The largest ORIX seller in Q2 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2025.