We are live on ! Find out more

216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
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 +$5.33K +215 New
RFP
177
Root Financial Partners
California
$4.94K +$4.69K +189 New
ASN
178
Advisory Services Network
Georgia
$4.7K +$4.46K +180 New
PB
179
Pinnacle Bancorp
Nebraska
$4.57K
CFO
180
CVA Family Office
Colorado
$4.39K
ZBNA
181
Zions Bancorporation, National Association
Utah
$4.18K -$372 -15 -9%
BIA
182
Bell Investment Advisors
California
$3.66K
HI
183
Harbour Investments
Wisconsin
$3.66K +$2.23K +90 +180%
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 +$1.94K +78 +223%
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 +$347 +14 +22%
NS
192
NBC Securities
Alabama
$1.99K
TFA
193
Transamerica Financial Advisors
Florida
$1.91K +$1.64K +66 New
MCM
194
Manchester Capital Management
Vermont
$1.83K
GWM
195
Geneos Wealth Management
Colorado
$1.83K -$49.3K -1,986 -97%
RWS
196
Retirement Wealth Solutions
Wisconsin
$1.49K +$1.41K +57 New
MA
197
Montag & Associates
Georgia
$1.12K +$1.07K +43 New
FCAS
198
First Command Advisory Services
Texas
$1.04K
PWAM
199
Private Wealth Asset Management
Iowa
$1.04K
EP
200
Essential Partners
California
$1.04K +$992 +40 New

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.