189 hedge funds and large institutions have $516M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
71
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
126
WealthCollab
Washington
$39.8K +$5.06K +242 +15%
BIM
127
Brentview Investment Management
Illinois
$36.8K +$36.8K +1,760 New
WF
128
Wayfinding Financial
Washington
$34K +$34K +1,642 New
FFA
129
Farther Finance Advisors
California
$32.6K -$16.1K -772 -33%
LC
130
Lindbrook Capital
California
$31.3K -$3.34K -160 -10%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$28K +$12.2K +585 +77%
BIG
132
Brooklyn Investment Group
New York
$27.8K +$27.7K +1,324 +26,480%
BGAI
133
Bruce G. Allen Investments
Colorado
$26.5K -$627 -30 -2%
PS
134
Principal Securities
Iowa
$25.7K -$103K -968 -80%
Osaic Holdings
135
Osaic Holdings
Arizona
$25.4K -$106K -5,070 -81%
BWAM
136
Boyd Watterson Asset Management
Ohio
$24.4K
BTI
137
Blue Trust Inc
Georgia
$22.7K -$209 -10 -0.9%
FMP
138
Financial Management Professionals
Texas
$19.3K -$8.84K -423 -31%
EWA
139
EverSource Wealth Advisors
Alabama
$18.7K -$2.01K -96 -10%
Jones Financial Companies
140
Jones Financial Companies
Missouri
$18.6K +$11.4K +540 +159%
CAL
141
Capital Analysts LLC
Pennsylvania
$18K
UB
142
UMB Bank
Missouri
$17.4K -$1.04K -50 -6%
AF
143
Allworth Financial
California
$12.5K -$1.95K -96 -14%
IA
144
IFP Advisors
Florida
$10.9K +$961 +46 +10%
AFG
145
Albion Financial Group
Utah
$9.92K
GFPC
146
Global Financial Private Client
Florida
$8.88K
SO
147
Sierra Ocean
California
$7.94K -$5.43K -260 -41%
NC
148
NewSquare Capital
Pennsylvania
$7.63K +$3.87K +185 +103%
SPIA
149
Steward Partners Investment Advisory
New York
$7.42K -$313 -15 -4%
WA
150
Whipplewood Advisors
Colorado
$7.31K -$175K -600 -96%