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ORIX
IX

208 hedge funds and large institutions have $572M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $518M → $572M (+$54.3M)

9% more funds holding

Funds holding: 190 → 208 (+18)

0.05% more ownership

Funds ownership: 2.13% → 2.18% (+0.05%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
83
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QCM
Quantinno Capital Management
New York
+$4.63M
2
Millennium Management
Millennium Management
New York
+$3.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.21M
4
Bank of America
Bank of America
North Carolina
+$2.04M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.31M
2
EGA
Eagle Global Advisors
Texas
-$1.73M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.65M
4
BlackRock
BlackRock
New York
-$944K
5
HJIM
Henry James International Management
New York
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
176
GW&K Investment Management
Massachusetts
$6K – – –
SPIA
177
Steward Partners Investment Advisory
New York
$5.86K -$1.95K -95 -27%
PFBT
178
Parkside Financial Bank & Trust
Missouri
$5.52K – – –
BCM
179
Boreal Capital Management
Florida
$4.73K +$4.31K +210 New
PTC
180
Private Trust Company
Ohio
$4.17K +$1.13K +55 +42%
Bessemer Group
181
Bessemer Group
New Jersey
$4K -$42.8K -2,085 -91%
PB
182
Pinnacle Bancorp
Nebraska
$3.94K – – –
ZBNA
183
Zions Bancorporation, National Association
Utah
$3.94K – – –
CFO
184
CVA Family Office
Colorado
$3.78K -$41 -2 -1%
FHA
185
First Horizon Advisors
Tennessee
$3.73K +$3.39K +165 New
BIA
186
Bell Investment Advisors
California
$3.15K -$1.01K -49 -26%
CFD
187
Creative Financial Designs
Indiana
$3.04K -$1.54K -75 -36%
BWL
188
Bogart Wealth LLC
Virginia
$2.7K +$1.23K +60 +100%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$2.59K – – –
TPCW
190
TD Private Client Wealth
New York
$2.37K +$2.16K +105 New
TIM
191
Tortoise Investment Management
New York
$2.29K +$21 +1 +1%
BLC
192
Brown, Lisle/Cummings
Rhode Island
$1.82K +$21 +1 +1%
MCM
193
Manchester Capital Management
Vermont
$1.58K +$1.44K +70 New
BHWM
194
Beaird Harris Wealth Management
Texas
$1.46K – – –
HI
195
Harbour Investments
Wisconsin
$1.13K – – –
CI
196
CX Institutional
Indiana
$1K – – –
NS
197
NBC Securities
Alabama
$1K +$1.56K +76 New
FCAS
198
First Command Advisory Services
Texas
$901 – – –
PWAM
199
Private Wealth Asset Management
Iowa
$901 – – –
GSWM
200
Golden State Wealth Management
California
$788 – – –
5 6 7
8
9

IX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2025, worth a combined $572M — up 10% from $518M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IX positions and 17 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Quantinno Capital Management, adding an estimated $4.63M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.31M.

  • 208 institutional investors held ORIX (IX) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $572M of ORIX stock for Q2 2025, up 10% quarter-over-quarter.
  • 40 funds opened new ORIX positions in Q2 2025 and 17 closed out, a net change of +23 holders.
  • The largest ORIX buyer in Q2 2025 was Quantinno Capital Management, an estimated $4.63M added.
  • The largest ORIX seller in Q2 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2025.