239 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
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
SIS
176
Sound Income Strategies
Florida
$16.7K
TWD
177
True Wealth Design
Ohio
$15.1K
EWM
178
Evolution Wealth Management
Florida
$14.6K
IA
179
IFP Advisors
Florida
$14.5K
SAG
180
SageView Advisory Group
California
$14.5K
FMP
181
Financial Management Professionals
Texas
$14.1K
AFG
182
Albion Financial Group
Utah
$13.9K
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$12.2K
MCM
184
MAI Capital Management
Ohio
$11.4K
RFP
185
Root Financial Partners
California
$9.99K
NA
186
NewEdge Advisors
Louisiana
$9.35K
EW
187
Elyxium Wealth
California
$9.17K
PWA
188
Physician Wealth Advisors
Utah
$8.47K
SWM
189
SHP Wealth Management
Massachusetts
$8.14K
GKIM
190
GW&K Investment Management
Massachusetts
$8K
PTC
191
Private Trust Company
Ohio
$7.83K
SPIA
192
Steward Partners Investment Advisory
New York
$7.6K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$7.16K
BBHC
194
Brown Brothers Harriman & Co
New York
$7.16K
CFM
195
Cornerstone Financial Management
Massachusetts
$6.92K
BIA
196
Bell Investment Advisors
California
$6.87K
BSB
197
Bangor Savings Bank
Maine
$6.81K
PB
198
Pinnacle Bancorp
Nebraska
$5.11K
CFO
199
CVA Family Office
Colorado
$4.91K
SEP
200
Signature Equity Partners
Ohio
$4.7K