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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Bayban
Minnesota
$17.2K +$15.6K +590 New
SIS
177
Sound Income Strategies
Florida
$16.7K +$14.4K +544 New
TWD
178
True Wealth Design
Ohio
$15.1K +$4.26K +161 +45%
EWM
179
Evolution Wealth Management
Florida
$14.6K
IA
180
IFP Advisors
Florida
$14.5K
SAG
181
SageView Advisory Group
California
$14.5K +$13.1K +495 New
FMP
182
Financial Management Professionals
Texas
$14.1K
AFG
183
Albion Financial Group
Utah
$13.9K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$12.2K -$1.85K -70 -14%
MCM
185
MAI Capital Management
Ohio
$11.4K +$794 +30 +8%
RFP
186
Root Financial Partners
California
$9.99K +$4.05K +153 +81%
NA
187
NewEdge Advisors
Louisiana
$9.35K
EW
188
Elyxium Wealth
California
$9.17K +$8.31K +314 New
PWA
189
Physician Wealth Advisors
Utah
$8.47K
SWM
190
SHP Wealth Management
Massachusetts
$8.14K +$7.36K +278 New
GKIM
191
GW&K Investment Management
Massachusetts
$8K
PTC
192
Private Trust Company
Ohio
$7.83K
SPIA
193
Steward Partners Investment Advisory
New York
$7.6K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$7.16K
BBHC
195
Brown Brothers Harriman & Co
New York
$7.16K +$6.49K +245 New
CFM
196
Cornerstone Financial Management
Massachusetts
$6.92K +$6.28K +237 New
BIA
197
Bell Investment Advisors
California
$6.87K +$2.52K +95 +68%
BSB
198
Bangor Savings Bank
Maine
$6.81K +$6.17K +233 New
PB
199
Pinnacle Bancorp
Nebraska
$5.11K
CFO
200
CVA Family Office
Colorado
$4.91K