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208 hedge funds and large institutions have $572M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $518M → $572M (+$54.3M)

9% more funds holding

Funds holding: 190208 (+18)

0.05% more ownership

Funds ownership: 2.13%2.18% (+0.05%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
83
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$28.5K +$3.7K +180 +17%
AC
152
AlphaCore Capital
California
$26.9K +$24.5K +1,195 New
BWAM
153
Boyd Watterson Asset Management
Ohio
$26.3K
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$21.3K +$19.4K +943 +31,433%
GRP
155
Global Retirement Partners
California
$20.6K +$18.7K +913 New
TPWA
156
Twin Peaks Wealth Advisors
California
$20.5K +$16.5K +806 New
HAP
157
Harbor Asset Planning
Massachusetts
$20.4K +$18.6K +905 New
CAL
158
Capital Analysts LLC
Pennsylvania
$17K -$2.57K -125 -14%
UB
159
UMB Bank
Missouri
$16.7K -$1.95K -95 -11%
MCM
160
MAI Capital Management
Ohio
$15.9K +$13.1K +640 +985%
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
$15K +$14.1K +685 New
AF
162
Allworth Financial
California
$13.8K
Jones Financial Companies
163
Jones Financial Companies
Missouri
$12.3K -$6.69K -326 -37%
IA
164
IFP Advisors
Florida
$12.1K +$308 +15 +3%
AAS
165
Ameritas Advisory Services
Nebraska
$12K +$11K +535 New
EWM
166
Evolution Wealth Management
Florida
$11.3K +$10.3K +500 New
ACA
167
Atlas Capital Advisors
Wyoming
$11K -$48K -2,340 -83%
FMP
168
Financial Management Professionals
Texas
$10.9K -$9.01K -439 -48%
AFG
169
Albion Financial Group
Utah
$10.7K
SO
170
Sierra Ocean
California
$10.5K +$1.81K +88 +23%
BI
171
Binnacle Investments
Iowa
$8.29K +$5.5K +268 +268%
LFG
172
Larson Financial Group
Missouri
$8.22K +$7.49K +365 New
WA
173
Whipplewood Advisors
Colorado
$8.13K +$6.9K +336 +1,344%
NA
174
NewEdge Advisors
Louisiana
$7.52K +$287 +14 +4%
PWA
175
Physician Wealth Advisors
Utah
$6.53K

IX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2025, worth a combined $572M — up 10% from $518M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IX positions and 17 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Quantinno Capital Management, adding an estimated $4.63M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.31M.

  • 208 institutional investors held ORIX (IX) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $572M of ORIX stock for Q2 2025, up 10% quarter-over-quarter.
  • 40 funds opened new ORIX positions in Q2 2025 and 17 closed out, a net change of +23 holders.
  • The largest ORIX buyer in Q2 2025 was Quantinno Capital Management, an estimated $4.63M added.
  • The largest ORIX seller in Q2 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2025.