ORIX
191 hedge funds and large institutions have $518M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 21 closing their positions.
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
11% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 66
1% more capital invested
Capital invested by funds: $512M → $518M (+$6.29M)
1% more funds holding
Funds holding: 190 → 191 (+1)
0.15% more ownership
Funds ownership: 1.98% → 2.13% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.82M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$3.64M |
| 3 |
Millennium Management
New York
|
+$3.59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.74M |
| 5 |
D.E. Shaw & Co
New York
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.35M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.64M |
| 3 |
AA
ABC Arbitrage
Paris,
France
|
-$865K |
| 4 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$709K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$702K |
IX Hedge Fund Activity: Q1 2025 in Review
191 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2025, worth a combined $518M — up 1.2% from $512M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IX positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 66 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $3.35M.
- 191 institutional investors held ORIX (IX) as of Q1 2025, up from 190 in Q4 2024.
- Funds reported $518M of ORIX stock for Q1 2025, up 1.2% quarter-over-quarter.
- 27 funds opened new ORIX positions in Q1 2025 and 21 closed out, a net change of +6 holders.
- The largest ORIX buyer in Q1 2025 was Fidelity Investments, an estimated $3.82M added.
- The largest ORIX seller in Q1 2025 was Morgan Stanley, an estimated $3.35M sold.
Based on aggregated 13F filings for Q1 2025.