205 hedge funds and large institutions have $570M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
82
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$21.3K +$21.2K +943 +31,433%
GRP
152
Global Retirement Partners
California
$20.6K +$20.6K +913 New
TPWA
153
Twin Peaks Wealth Advisors
California
$20.5K +$20.5K +806 New
HAP
154
Harbor Asset Planning
Massachusetts
$20.4K +$20.4K +905 New
CAL
155
Capital Analysts LLC
Pennsylvania
$17K -$2.83K -125 -14%
UB
156
UMB Bank
Missouri
$16.7K -$2.14K -95 -11%
MCM
157
MAI Capital Management
Ohio
$15.9K +$14.4K +640 +985%
Acadian Asset Management
158
Acadian Asset Management
Massachusetts
$15K +$15K +685 New
AF
159
Allworth Financial
California
$13.8K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$12.3K -$7.23K -326 -37%
IA
161
IFP Advisors
Florida
$12.1K +$338 +15 +3%
AAS
162
Ameritas Advisory Services
Nebraska
$12K +$12K +535 New
EWM
163
Evolution Wealth Management
Florida
$11.3K +$11.3K +500 New
ACA
164
Atlas Capital Advisors
Wyoming
$11K -$52.7K -2,340 -83%
FMP
165
Financial Management Professionals
Texas
$10.9K -$9.89K -439 -48%
AFG
166
Albion Financial Group
Utah
$10.7K
SO
167
Sierra Ocean
California
$10.5K +$1.98K +88 +23%
BI
168
Binnacle Investments
Iowa
$8.29K +$6.04K +268 +268%
LFG
169
Larson Financial Group
Missouri
$8.22K +$8.22K +365 New
WA
170
Whipplewood Advisors
Colorado
$8.13K +$7.57K +336 +1,344%
NA
171
NewEdge Advisors
Louisiana
$7.52K +$315 +14 +4%
PWA
172
Physician Wealth Advisors
Utah
$6.53K
GKIM
173
GW&K Investment Management
Massachusetts
$6K
SPIA
174
Steward Partners Investment Advisory
New York
$5.86K -$2.14K -95 -27%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$5.52K