278 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
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
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
126
Marks Group Wealth Management
Minnesota
$484K
Franklin Resources
127
Franklin Resources
California
$483K
EWM
128
Empirical Wealth Management
Washington
$459K
HWM
129
HB Wealth Management
Georgia
$448K
FAFN
130
First Affirmative Financial Network
Colorado
$432K
HR
131
Hardy Reed
Mississippi
$430K
HWAM
132
Hennion & Walsh Asset Management
New Jersey
$424K
AssetMark Inc
133
AssetMark Inc
California
$404K
OL
134
Optas LLC
Texas
$385K
PP
135
PDS Planning
Ohio
$384K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$370K
OCA
137
OpenArc Corporate Advisory
Georgia
$369K
YCM
138
Yousif Capital Management
Michigan
$367K
CCA
139
Checchi Capital Advisers
California
$354K
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$344K
AHL
141
Abel Hall LLC
Louisiana
$343K
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$343K
NWAG
143
Net Worth Advisory Group
Utah
$332K
AG
144
Ascent Group
Virginia
$330K
CA
145
Clearstead Advisors
Ohio
$322K
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$318K
HFS
147
Hantz Financial Services
Michigan
$312K
PA
148
Parallel Advisors
California
$308K
DWT
149
Dorsey & Whitney Trust
South Dakota
$298K
SAM
150
Smartleaf Asset Management
Massachusetts
$291K