215 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
176
Wealthspire Advisors (New York)
New York
$5.62K
RFP
177
Root Financial Partners
California
$4.94K
ASN
178
Advisory Services Network
Georgia
$4.7K
PB
179
Pinnacle Bancorp
Nebraska
$4.57K
CFO
180
CVA Family Office
Colorado
$4.39K
ZBNA
181
Zions Bancorporation, National Association
Utah
$4.18K
BIA
182
Bell Investment Advisors
California
$3.66K
HI
183
Harbour Investments
Wisconsin
$3.66K
CFD
184
Creative Financial Designs
Indiana
$3.53K
BWL
185
Bogart Wealth LLC
Virginia
$3.13K
BCWM
186
Bartlett & Co Wealth Management
Ohio
$3K
PWA
187
Principia Wealth Advisory
Texas
$2.95K
TPCW
188
TD Private Client Wealth
New York
$2.74K
TIM
189
Tortoise Investment Management
New York
$2.65K
BLC
190
Brown, Lisle/Cummings
Rhode Island
$2.11K
BHWM
191
Beaird Harris Wealth Management
Texas
$2.05K
NS
192
NBC Securities
Alabama
$1.99K
TFA
193
Transamerica Financial Advisors
Florida
$1.91K
MCM
194
Manchester Capital Management
Vermont
$1.83K
GWM
195
Geneos Wealth Management
Colorado
$1.83K
RWS
196
Retirement Wealth Solutions
Wisconsin
$1.49K
MA
197
Montag & Associates
Georgia
$1.12K
FCAS
198
First Command Advisory Services
Texas
$1.04K
PWAM
199
Private Wealth Asset Management
Iowa
$1.04K
CI
200
CX Institutional
Indiana
$1K