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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
126
Pinnacle Wealth Planning Services
Ohio
$300K -$7.71K -291 -3%
DWT
127
Dorsey & Whitney Trust
South Dakota
$278K +$43.1K +1,627 +21%
SAM
128
Smartleaf Asset Management
Massachusetts
$271K +$20.1K +758 +9%
PA
129
Parallel Advisors
California
$270K -$530 -20 -0.2%
AHL
130
Abel Hall LLC
Louisiana
$266K +$241K +9,106 New
P
131
Palladiem
Pennsylvania
$264K +$237K +8,957 New
UCFA
132
United Capital Financial Advisors
Texas
$251K +$10.5K +398 +5%
Truist Financial
133
Truist Financial
North Carolina
$249K +$8.92K +337 +4%
OCA
134
OpenArc Corporate Advisory
Georgia
$233K +$211K +7,973 New
KOCAA
135
Knights of Columbus Asset Advisors
Connecticut
$233K
AWP
136
Abacus Wealth Partners
California
$233K +$211K +7,957 New
SRC
137
Sage Rhino Capital
California
$230K -$5.45K -206 -3%
Citigroup
138
Citigroup
New York
$220K -$19.5K -735 -9%
AI
139
Atria Investments
North Carolina
$215K +$195K +7,348 New
DOA
140
D'Orazio & Associates
Virginia
$213K +$193K +7,301 New
HFS
141
Hantz Financial Services
Michigan
$212K +$67.5K +2,549 +54%
BP
142
Ballentine Partners
Massachusetts
$212K +$192K +7,246 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$207K +$187K +7,071 New
MYIA
144
Mount Yale Investment Advisors
Colorado
$205K +$186K +7,029 New
EL
145
EWA LLC
Pennsylvania
$204K +$185K +6,984 New
GI
146
GAMMA Investing
California
$196K +$11.3K +427 +7%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$162K +$57.1K +2,155 +64%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$154K -$405K -15,283 -74%
EWA
149
EverSource Wealth Advisors
Alabama
$140K -$21.1K -798 -14%
HNB
150
Huntington National Bank
Ohio
$106K -$14.4K -545 -13%