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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$225K +$42.7K +1,720 +26%
Citigroup
127
Citigroup
New York
$216K -$157K -6,312 -43%
AAP
128
Arax Advisory Partners
Colorado
$215K +$174K +7,016 +576%
UCFA
129
United Capital Financial Advisors
Texas
$214K +$204K +8,206 New
Truist Financial
130
Truist Financial
North Carolina
$214K +$203K +8,190 New
SRC
131
Sage Rhino Capital
California
$211K +$200K +8,077 New
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$208K -$54.6K -2,203 -22%
KOCAA
133
Knights of Columbus Asset Advisors
Connecticut
$208K +$4.71K +190 +2%
DWT
134
Dorsey & Whitney Trust
South Dakota
$206K +$196K +7,888 New
GI
135
GAMMA Investing
California
$164K +$25.6K +1,031 +20%
Osaic Holdings
136
Osaic Holdings
Arizona
$158K -$3.22K -130 -2%
EWA
137
EverSource Wealth Advisors
Alabama
$146K -$19K -767 -12%
HFS
138
Hantz Financial Services
Michigan
$123K +$55.4K +2,232 +90%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$117K +$76.4K +3,080 +217%
HNB
140
Huntington National Bank
Ohio
$109K -$16.4K -660 -14%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$88.7K +$84.2K +3,393 New
CH
142
Cromwell Holdings
Wyoming
$79.7K
FFA
143
Farther Finance Advisors
California
$53.6K +$1.41K +57 +3%
W
144
WealthCollab
Washington
$47.6K
AA
145
Addison Advisors
Vermont
$46.7K +$6.2K +250 +16%
BIM
146
Brentview Investment Management
Illinois
$46K
BGAI
147
Bruce G. Allen Investments
Colorado
$40.4K
BTI
148
Blue Trust Inc
Georgia
$40.1K +$6.67K +269 +21%
PS
149
Principal Securities
Iowa
$39.3K +$3.62K +146 +11%
GRP
150
Global Retirement Partners
California
$37.7K +$13.2K +531 +58%

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.