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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$396K +$84.3K +3,398 +29%
ECM
102
Evergreen Capital Management
Washington
$393K +$102K +4,105 +38%
HR
103
Hardy Reed
Mississippi
$384K +$29.2K +1,179 +9%
VA
104
Vident Advisory
Georgia
$383K +$363K +14,645 New
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$361K +$343K +13,821 New
EI
106
Ethic Inc
New York
$357K +$47K +1,896 +16%
LNWTC
107
Laird Norton Wetherby Trust Company
Washington
$350K
SC
108
Savant Capital
Illinois
$348K -$1.86K -75 -0.6%
FAFN
109
First Affirmative Financial Network
Colorado
$342K -$57.5K -2,319 -15%
TI
110
Trexquant Investment
Connecticut
$336K -$252K -10,146 -44%
CCA
111
Checchi Capital Advisers
California
$324K +$8.38K +338 +3%
XT
112
XTX Topco
Cayman Islands
$320K +$304K +12,243 New
YCM
113
Yousif Capital Management
Michigan
$319K
VWM
114
Venturi Wealth Management
Texas
$308K +$53.1K +2,139 +22%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$305K +$12.9K +519 +5%
OL
116
Optas LLC
Texas
$296K +$20.8K +840 +8%
PP
117
PDS Planning
Ohio
$295K +$16.4K +663 +6%
HWM
118
HB Wealth Management
Georgia
$294K +$279K +11,263 New
SCP
119
Sivia Capital Partners
California
$287K +$769 +31 +0.3%
NWAG
120
Net Worth Advisory Group
Utah
$281K -$16.5K -666 -6%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$275K +$32.3K +1,302 +14%
AG
122
Ascent Group
Virginia
$272K -$32.8K -1,321 -11%
PA
123
PharVision Advisers
Florida
$250K +$237K +9,559 New
PA
124
Parallel Advisors
California
$242K +$918 +37 +0.4%
BHCM
125
Brevan Howard Capital Management
Jersey
$230K +$218K +8,795 New

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.