213 hedge funds and large institutions have $661M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
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
HAP
151
Harbor Asset Planning
Massachusetts
$23.6K
AF
152
Allworth Financial
California
$23.1K
CAL
153
Capital Analysts LLC
Pennsylvania
$20K
UB
154
UMB Bank
Missouri
$19.3K
BI
155
Binnacle Investments
Iowa
$19K
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$17K
Jones Financial Companies
157
Jones Financial Companies
Missouri
$16.9K
EWM
158
Evolution Wealth Management
Florida
$13.1K
IA
159
IFP Advisors
Florida
$12.9K
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$12.7K
FMP
161
Financial Management Professionals
Texas
$12.6K
AFG
162
Albion Financial Group
Utah
$12.4K
SL
163
Salomon & Ludwin
Virginia
$12.2K
LFG
164
Larson Financial Group
Missouri
$11.2K
MCM
165
MAI Capital Management
Ohio
$9.41K
TWD
166
True Wealth Design
Ohio
$9.27K
NA
167
NewEdge Advisors
Louisiana
$8.36K
Bessemer Group
168
Bessemer Group
New Jersey
$8K
PWA
169
Physician Wealth Advisors
Utah
$7.58K
GKIM
170
GW&K Investment Management
Massachusetts
$7K
PTC
171
Private Trust Company
Ohio
$7K
SPIA
172
Steward Partners Investment Advisory
New York
$6.79K
MG
173
Mather Group
Illinois
$6.79K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$6.4K
WANY
175
Wealthspire Advisors (New York)
New York
$5.62K