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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$96.3K -$72.8K -2,749 -45%
FFA
152
Farther Finance Advisors
California
$93.9K +$30.7K +1,160 +57%
CH
153
Cromwell Holdings
Wyoming
$89.1K
AAP
154
Arax Advisory Partners
Colorado
$59.8K -$164K -6,185 -75%
W
155
WealthCollab
Washington
$53.3K
BIM
156
Brentview Investment Management
Illinois
$51.4K
ACM
157
Aquatic Capital Management
Illinois
$46.8K +$42.4K +1,603 New
BGAI
158
Bruce G. Allen Investments
Colorado
$45.1K
AA
159
Addison Advisors
Vermont
$44.9K -$6.62K -250 -14%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$43.7K -$79.5K -3,003 -67%
BTI
161
Blue Trust Inc
Georgia
$41K -$3.5K -132 -9%
KAS
162
Kestra Advisory Services
Texas
$35K +$31.7K +1,198 New
VSQM
163
V-Square Quantitative Management
Illinois
$33.6K +$30.4K +1,149 New
AF
164
Allworth Financial
California
$30.2K +$3.94K +149 +17%
ACA
165
Atlas Capital Advisors
Wyoming
$28.3K +$25.6K +968 New
BWAM
166
Boyd Watterson Asset Management
Ohio
$28.2K
HAP
167
Harbor Asset Planning
Massachusetts
$26.4K
Bessemer Group
168
Bessemer Group
New Jersey
$25K +$14K +530 +165%
MCM
169
Manchester Capital Management
Vermont
$23.1K +$19.1K +720 +1,029%
SL
170
Salomon & Ludwin
Virginia
$22.2K +$7.17K +271 +57%
UB
171
UMB Bank
Missouri
$21.6K
LFG
172
Larson Financial Group
Missouri
$21.2K +$7.89K +298 +70%
CAL
173
Capital Analysts LLC
Pennsylvania
$21K
Acadian Asset Management
174
Acadian Asset Management
Massachusetts
$20K
Jones Financial Companies
175
Jones Financial Companies
Missouri
$19.4K +$821 +31 +5%