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280 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 31

288% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $785M → $1.02B (+$235M)

17% more funds holding

Funds holding: 240280 (+40)

0.72% more ownership

Funds ownership: 2.31%3.03% (+0.72%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
133
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$291K +$24.1K +758 +8%
P
152
Palladiem
Pennsylvania
$277K
ACA
153
Atlas Capital Advisors
Wyoming
$277K +$262K +8,259 +853%
RFC
154
Regions Financial Corp
Alabama
$272K +$288K +9,081 New
UCFA
155
United Capital Financial Advisors
Texas
$272K +$14.5K +457 +5%
GI
156
GAMMA Investing
California
$266K +$68.5K +2,159 +32%
MFS
157
Mattson Financial Services
Michigan
$265K +$280K +8,827 New
KeyBank National Association
158
KeyBank National Association
Ohio
$257K +$271K +8,555 New
MYIA
159
Mount Yale Investment Advisors
Colorado
$254K +$45.3K +1,428 +20%
Point72 Asset Management
160
Point72 Asset Management
Connecticut
$251K +$266K +8,386 New
BFA
161
Brown Financial Advisors
Ohio
$250K +$264K +8,322 New
X
162
Xponance
Pennsylvania
$246K +$261K +8,213 New
DOA
163
D'Orazio & Associates
Virginia
$243K +$25K +788 +11%
AWP
164
Abacus Wealth Partners
California
$239K
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$238K +$252K +7,932 New
VAS
166
Vestmark Advisory Solutions
Massachusetts
$238K +$251K +7,922 New
SRC
167
Sage Rhino Capital
California
$234K -$2.1K -66 -0.8%
WA
168
Wealth Alliance
New York
$234K +$247K +7,786 New
CCM
169
Coldstream Capital Management
Washington
$233K +$246K +7,765 New
BA
170
Bridgewater Advisors
New York
$217K +$181K +5,714 New
FMI
171
Frec Markets Inc
California
$216K +$229K +7,219 New
PWG
172
Portside Wealth Group
Utah
$214K +$227K +7,139 New
BP
173
Ballentine Partners
Massachusetts
$211K -$6.89K -217 -3%
EL
174
EWA LLC
Pennsylvania
$209K
EWA
175
EP Wealth Advisors
California
$203K +$214K +6,758 New

IX Hedge Fund Activity: Q1 2026 in Review

280 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $785M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IX positions and 16 closed out — a net gain of 46 holders — while 133 added to existing stakes and 31 trimmed.

The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.

  • 280 institutional investors held ORIX (IX) as of Q1 2026, up from 240 in Q4 2025.
  • Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
  • 62 funds opened new ORIX positions in Q1 2026 and 16 closed out, a net change of +46 holders.
  • The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
  • The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.