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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
151
Boyd Watterson Asset Management
Ohio
$25.2K -$5.08K -205 -18%
HAP
152
Harbor Asset Planning
Massachusetts
$23.6K
AF
153
Allworth Financial
California
$23.1K +$6.7K +270 +44%
CAL
154
Capital Analysts LLC
Pennsylvania
$20K
UB
155
UMB Bank
Missouri
$19.3K
BI
156
Binnacle Investments
Iowa
$19K +$8.88K +358 +97%
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$17K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$16.9K +$1.96K +79 +14%
EWM
159
Evolution Wealth Management
Florida
$13.1K
IA
160
IFP Advisors
Florida
$12.9K -$1.02K -41 -8%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$12.7K -$11.4K -459 -49%
FMP
162
Financial Management Professionals
Texas
$12.6K
AFG
163
Albion Financial Group
Utah
$12.4K
SL
164
Salomon & Ludwin
Virginia
$12.2K +$11.4K +460 +3,538%
LFG
165
Larson Financial Group
Missouri
$11.2K +$1.54K +62 +17%
MCM
166
MAI Capital Management
Ohio
$9.41K -$8.56K -345 -49%
TWD
167
True Wealth Design
Ohio
$9.27K +$8.8K +355 New
NA
168
NewEdge Advisors
Louisiana
$8.36K -$347 -14 -4%
Bessemer Group
169
Bessemer Group
New Jersey
$8K +$3.08K +124 +63%
PWA
170
Physician Wealth Advisors
Utah
$7.58K
GKIM
171
GW&K Investment Management
Massachusetts
$7K
PTC
172
Private Trust Company
Ohio
$7K +$2.06K +83 +45%
SPIA
173
Steward Partners Investment Advisory
New York
$6.79K
MG
174
Mather Group
Illinois
$6.79K +$6.45K +260 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$6.4K

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.