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189 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

9% more funds holding

Funds holding: 174189 (+15)

0.11% more ownership

Funds ownership: 1.88%1.98% (+0.11%)

1% less capital invested

Capital invested by funds: $519M → $512M (-$7.6M)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$93.5K -$1.42K -65 -1%
WSFS
127
Wilmington Savings Fund Society
Delaware
$71.7K -$1.31K -60 -2%
CH
128
Cromwell Holdings
Wyoming
$64.8K
ACA
129
Atlas Capital Advisors
Wyoming
$57K -$8.77K -400 -13%
FFA
130
Farther Finance Advisors
California
$49.6K +$219 +10 +0.4%
W
131
WealthCollab
Washington
$35.4K +$2.63K +120 +8%
LC
132
Lindbrook Capital
California
$35.3K
AWM
133
Avior Wealth Management
Nebraska
$30K -$986 -45 -3%
FMP
134
Financial Management Professionals
Texas
$28.6K +$7.12K +325 +32%
BGAI
135
Bruce G. Allen Investments
Colorado
$27.6K
PS
136
Principal Securities
Iowa
$25.7K -$548 -25 -2%
BWAM
137
Boyd Watterson Asset Management
Ohio
$24.9K
BTI
138
Blue Trust Inc
Georgia
$23.3K -$480K -21,900 -95%
EWA
139
EverSource Wealth Advisors
Alabama
$21K -$44.8K -2,045 -67%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.5K +845 +1,690%
CAL
141
Capital Analysts LLC
Pennsylvania
$19K
UB
142
UMB Bank
Missouri
$18.8K +$3.18K +145 +20%
VCM
143
Versant Capital Management
Arizona
$18.2K +$18.7K +855 New
VWM
144
Venturi Wealth Management
Texas
$17.7K +$9.64K +440 +111%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$16K +$1.64K +75 +11%
AF
146
Allworth Financial
California
$15K +$2.52K +115 +19%
SO
147
Sierra Ocean
California
$13.6K +$14K +640 New
WA
148
Whipplewood Advisors
Colorado
$13.3K +$13.7K +625 New
RS
149
R Squared
Hong Kong
$10.6K +$11K +500 New
IA
150
IFP Advisors
Florida
$10.1K +$110 +5 +1%

IX Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.

  • 189 institutional investors held ORIX (IX) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
  • The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.