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 %
NA
151
NewEdge Advisors
Louisiana
$6.69K
PWA
152
Physician Wealth Advisors
Utah
$6.06K
GKIM
153
GW&K Investment Management
Massachusetts
$6K
AA
154
Addison Advisors
Vermont
$5.54K
MG
155
Mather Group
Illinois
$5.43K -$104 -5 -2%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$5.12K +$5.12K +245 New
CFD
157
Creative Financial Designs
Indiana
$4.39K +$1.57K +75 +56%
HFS
158
Hantz Financial Services
Michigan
$4K +$4K +206 New
BIA
159
Bell Investment Advisors
California
$3.95K +$1.02K +49 +35%
ZBNA
160
Zions Bancorporation, National Association
Utah
$3.66K +$3.66K +175 New
PB
161
Pinnacle Bancorp
Nebraska
$3.66K +$3.66K +175 New
CFO
162
CVA Family Office
Colorado
$3.55K
AF
163
Atala Financial
California
$3.24K
AAP
164
Arax Advisory Partners
Colorado
$3.03K +$3.03K +145 New
PTC
165
Private Trust Company
Ohio
$2.72K +$2.72K +130 New
BCWM
166
Bartlett & Co Wealth Management
Ohio
$2.4K
BI
167
Binnacle Investments
Iowa
$2.09K +$2.09K +100 New
TIM
168
Tortoise Investment Management
New York
$2.09K +$2.09K +100 New
CA
169
Continuum Advisory
Idaho
$1.78K -$2.09K -100 -54%
BLC
170
Brown, Lisle/Cummings
Rhode Island
$1.67K +$1.67K +80 New
MCM
171
MAI Capital Management
Ohio
$1.36K -$1.36K -65 -50%
BHWM
172
Beaird Harris Wealth Management
Texas
$1.36K
BWL
173
Bogart Wealth LLC
Virginia
$1.25K +$1.25K +60 New
HI
174
Harbour Investments
Wisconsin
$1.05K
CI
175
CX Institutional
Indiana
$1K +$1K +50 New