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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$455K
UBS AM
102
UBS AM
Illinois
$450K +$408K +15,397 New
SC
103
Savant Capital
Illinois
$446K +$51.7K +1,952 +15%
NW
104
Naviter Wealth
Arkansas
$435K -$36.6K -1,381 -8%
EI
105
Ethic Inc
New York
$430K +$27.9K +1,052 +8%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$429K +$22.8K +863 +6%
HR
107
Hardy Reed
Mississippi
$420K -$8.55K -323 -2%
VA
108
Vident Advisory
Georgia
$420K -$7.31K -276 -2%
AssetMark Inc
109
AssetMark Inc
California
$410K -$97.3K -3,674 -21%
EWM
110
Empirical Wealth Management
Washington
$391K +$354K +13,383 New
HWM
111
HB Wealth Management
Georgia
$385K +$50.3K +1,900 +17%
JF
112
JMN Financial
Ohio
$380K +$344K +12,999 New
OL
113
Optas LLC
Texas
$377K +$41.6K +1,570 +14%
PP
114
PDS Planning
Ohio
$376K +$42.1K +1,589 +14%
Verition Fund Management
115
Verition Fund Management
Connecticut
$372K +$337K +12,734 New
YCM
116
Yousif Capital Management
Michigan
$371K
BWA
117
Basecamp Wealth Advisors
Washington
$370K +$335K +12,647 New
CCA
118
Checchi Capital Advisers
California
$368K +$4.71K +178 +1%
Citadel Advisors
119
Citadel Advisors
Florida
$356K -$1.07M -40,311 -77%
SCP
120
Sivia Capital Partners
California
$352K +$27.3K +1,032 +9%
BIG
121
Brooklyn Investment Group
New York
$336K +$301K +11,374 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$336K -$4.71K -178 -2%
NWAG
123
Net Worth Advisory Group
Utah
$325K +$10.3K +389 +4%
Two Sigma Advisers
124
Two Sigma Advisers
New York
$313K +$283K +10,700 New
AG
125
Ascent Group
Virginia
$309K +$4.08K +154 +1%