215 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
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
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
151
Boyd Watterson Asset Management
Ohio
$25.2K
HAP
152
Harbor Asset Planning
Massachusetts
$23.6K
AF
153
Allworth Financial
California
$23.1K
CAL
154
Capital Analysts LLC
Pennsylvania
$20K
UB
155
UMB Bank
Missouri
$19.3K
BI
156
Binnacle Investments
Iowa
$19K
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$17K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$16.9K
EWM
159
Evolution Wealth Management
Florida
$13.1K
IA
160
IFP Advisors
Florida
$12.9K
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$12.7K
FMP
162
Financial Management Professionals
Texas
$12.6K
AFG
163
Albion Financial Group
Utah
$12.4K
SL
164
Salomon & Ludwin
Virginia
$12.2K
LFG
165
Larson Financial Group
Missouri
$11.2K
MCM
166
MAI Capital Management
Ohio
$9.41K
TWD
167
True Wealth Design
Ohio
$9.27K
NA
168
NewEdge Advisors
Louisiana
$8.36K
Bessemer Group
169
Bessemer Group
New Jersey
$8K
PWA
170
Physician Wealth Advisors
Utah
$7.58K
GKIM
171
GW&K Investment Management
Massachusetts
$7K
PTC
172
Private Trust Company
Ohio
$7K
SPIA
173
Steward Partners Investment Advisory
New York
$6.79K
MG
174
Mather Group
Illinois
$6.79K
PFBT
175
Parkside Financial Bank & Trust
Missouri
$6.4K