189 hedge funds and large institutions have $516M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
71
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CYG
176
Clean Yield Group
Vermont
$940
FCAS
177
First Command Advisory Services
Texas
$836 +$836 +40 New
PWAM
178
Private Wealth Asset Management
Iowa
$836 +$836 +40 New
Kayne Anderson Rudnick Investment Management
179
Kayne Anderson Rudnick Investment Management
California
$731 -$1.98K -95 -73%
GSWM
180
Golden State Wealth Management
California
$731
CPG
181
Cornerstone Planning Group
New Jersey
$604
HWP
182
Highline Wealth Partners
California
$522 +$522 +25 New
AWM
183
Abound Wealth Management
Tennessee
$418 -$209 -10 -33%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$274 -$6.3K -345 -96%
ANBT
185
American National Bank & Trust
Texas
$254 +$254 +12 New
Deutsche Bank
186
Deutsche Bank
Germany
$188 +$188 +9 New
GWSG
187
GPS Wealth Strategies Group
Colorado
$167 +$167 +8 New
HHGA
188
Halbert Hargrove Global Advisors
California
$149 +$149 +7 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$63 -$18.7K -892 -100%
AA
190
ABC Arbitrage
France
-$865K -40,695 Closed
Citadel Advisors
191
Citadel Advisors
Florida
-$702K -33,060 Closed
PAS
192
Park Avenue Securities
New York
-$368K -17,300 Closed
Two Sigma Investments
193
Two Sigma Investments
New York
-$273K -12,835 Closed
JIC
194
Johnson Investment Counsel
Ohio
-$229K -10,795 Closed
Marshall Wace
195
Marshall Wace
United Kingdom
-$226K -10,660 Closed
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
-$215K -10,120 Closed
UCFA
197
United Capital Financial Advisors
Texas
-$210K -9,900 Closed
ACM
198
Aquatic Capital Management
Illinois
-$150K -7,050 Closed
AWM
199
Avior Wealth Management
Nebraska
-$30K -1,410 Closed
VWM
200
Venturi Wealth Management
Texas
-$17.7K -835 Closed