205 hedge funds and large institutions have $570M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
82
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
176
Boreal Capital Management
Florida
$4.73K +$4.73K +210 New
PTC
177
Private Trust Company
Ohio
$4.17K +$1.24K +55 +42%
Bessemer Group
178
Bessemer Group
New Jersey
$4K -$42.1K -2,085 -91%
ZBNA
179
Zions Bancorporation, National Association
Utah
$3.94K
PB
180
Pinnacle Bancorp
Nebraska
$3.94K
CFO
181
CVA Family Office
Colorado
$3.78K -$45 -2 -1%
FHA
182
First Horizon Advisors
Tennessee
$3.73K +$3.73K +165 New
BIA
183
Bell Investment Advisors
California
$3.15K -$1.1K -49 -26%
CFD
184
Creative Financial Designs
Indiana
$3.04K -$1.69K -75 -36%
BWL
185
Bogart Wealth LLC
Virginia
$2.7K +$1.35K +60 +100%
BCWM
186
Bartlett & Co Wealth Management
Ohio
$2.59K
TPCW
187
TD Private Client Wealth
New York
$2.37K +$2.37K +105 New
TIM
188
Tortoise Investment Management
New York
$2.29K +$23 +1 +1%
BLC
189
Brown, Lisle/Cummings
Rhode Island
$1.82K +$22 +1 +1%
MCM
190
Manchester Capital Management
Vermont
$1.58K +$1.58K +70 New
BHWM
191
Beaird Harris Wealth Management
Texas
$1.46K
HI
192
Harbour Investments
Wisconsin
$1.13K
CI
193
CX Institutional
Indiana
$1K
NS
194
NBC Securities
Alabama
$1K +$1K +76 New
FCAS
195
First Command Advisory Services
Texas
$901
PWAM
196
Private Wealth Asset Management
Iowa
$901
GSWM
197
Golden State Wealth Management
California
$788
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$788
PWA
199
Principia Wealth Advisory
Texas
$788 +$788 +35 New
CPG
200
Cornerstone Planning Group
New Jersey
$702