We are live on ! Find out more

280 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 31

288% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $785M → $1.02B (+$235M)

17% more funds holding

Funds holding: 240280 (+40)

0.72% more ownership

Funds ownership: 2.31%3.03% (+0.72%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
133
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$162K +$67.1K +2,113 +64%
TPCW
177
TD Private Client Wealth
New York
$148K +$154K +4,857 +5,583%
EWA
178
EverSource Wealth Advisors
Alabama
$148K +$3.81K +120 +3%
HNB
179
Huntington National Bank
Ohio
$122K +$14K +442 +12%
FFA
180
Farther Finance Advisors
California
$110K +$12.4K +391 +12%
CH
181
Cromwell Holdings
Wyoming
$91.5K
HI
182
Horizon Investments
North Carolina
$81.6K +$86.3K +2,720 New
Deutsche Bank
183
Deutsche Bank
Germany
$68.8K +$72.8K +2,294 New
SL
184
Salomon & Ludwin
Virginia
$63.2K +$43.2K +1,361 +183%
W
185
WealthCollab
Washington
$54.7K
Russell Investments Group
186
Russell Investments Group
United Kingdom
$52.9K +$8.54K +269 +18%
BIM
187
Brentview Investment Management
Illinois
$52.8K
AF
188
Allworth Financial
California
$50.5K +$20.6K +650 +63%
VSQM
189
V-Square Quantitative Management
Illinois
$48.5K +$14.9K +468 +41%
BGAI
190
Bruce G. Allen Investments
Colorado
$46.3K
AA
191
Addison Advisors
Vermont
$46.1K
AFC
192
Ares Financial Consulting
California
$45.4K +$47.3K +1,490 New
TFA
193
Transamerica Financial Advisors
Florida
$41.4K +$41.5K +1,307 +1,743%
OCWP
194
Owl Creek Wealth Partners
Colorado
$39.1K +$41.4K +1,304 New
BTI
195
Blue Trust Inc
Georgia
$36.6K -$5.71K -180 -13%
TPWA
196
Twin Peaks Wealth Advisors
California
$36K +$38.1K +1,200 New
LFG
197
Larson Financial Group
Missouri
$32K +$10.8K +341 +47%
BWAM
198
Boyd Watterson Asset Management
Ohio
$28.9K
HAP
199
Harbor Asset Planning
Massachusetts
$27.1K
MCM
200
Manchester Capital Management
Vermont
$23.7K

IX Hedge Fund Activity: Q1 2026 in Review

280 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $785M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IX positions and 16 closed out — a net gain of 46 holders — while 133 added to existing stakes and 31 trimmed.

The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.

  • 280 institutional investors held ORIX (IX) as of Q1 2026, up from 240 in Q4 2025.
  • Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
  • 62 funds opened new ORIX positions in Q1 2026 and 16 closed out, a net change of +46 holders.
  • The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
  • The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.