206 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, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.08M
2 +$3.66M
3 +$3.52M
4
Bank of America
Bank of America
North Carolina
+$2.24M
5
Morgan Stanley
Morgan Stanley
New York
+$2.12M

Top Sellers

1 -$10.2M
2 -$1.9M
3 -$1.81M
4
BlackRock
BlackRock
New York
-$1.03M
5
HJIM
Henry James International Management
New York
-$808K
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
151
Boyd Watterson Asset Management
Ohio
$26.3K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$21.3K
GRP
153
Global Retirement Partners
California
$20.6K
TPWA
154
Twin Peaks Wealth Advisors
California
$20.5K
HAP
155
Harbor Asset Planning
Massachusetts
$20.4K
CAL
156
Capital Analysts LLC
Pennsylvania
$17K
UB
157
UMB Bank
Missouri
$16.7K
MCM
158
MAI Capital Management
Ohio
$15.9K
Acadian Asset Management
159
Acadian Asset Management
Massachusetts
$15K
AF
160
Allworth Financial
California
$13.8K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$12.3K
IA
162
IFP Advisors
Florida
$12.1K
AAS
163
Ameritas Advisory Services
Nebraska
$12K
EWM
164
Evolution Wealth Management
Florida
$11.3K
ACA
165
Atlas Capital Advisors
Wyoming
$11K
FMP
166
Financial Management Professionals
Texas
$10.9K
AFG
167
Albion Financial Group
Utah
$10.7K
SO
168
Sierra Ocean
California
$10.5K
BI
169
Binnacle Investments
Iowa
$8.29K
LFG
170
Larson Financial Group
Missouri
$8.22K
WA
171
Whipplewood Advisors
Colorado
$8.13K
NA
172
NewEdge Advisors
Louisiana
$7.52K
PWA
173
Physician Wealth Advisors
Utah
$6.53K
GKIM
174
GW&K Investment Management
Massachusetts
$6K
SPIA
175
Steward Partners Investment Advisory
New York
$5.86K