237 hedge funds and large institutions have $784M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 91 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
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
CAL
176
Capital Analysts LLC
Pennsylvania
$15K
EWM
177
Evolution Wealth Management
Florida
$14.6K
IA
178
IFP Advisors
Florida
$14.5K
SAG
179
SageView Advisory Group
California
$14.5K
FMP
180
Financial Management Professionals
Texas
$14.1K
AFG
181
Albion Financial Group
Utah
$13.9K
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$12.2K
MCM
183
MAI Capital Management
Ohio
$11.4K
RFP
184
Root Financial Partners
California
$9.99K
NA
185
NewEdge Advisors
Louisiana
$9.35K
EW
186
Elyxium Wealth
California
$9.17K
PWA
187
Physician Wealth Advisors
Utah
$8.47K
SWM
188
SHP Wealth Management
Massachusetts
$8.14K
GKIM
189
GW&K Investment Management
Massachusetts
$8K
PTC
190
Private Trust Company
Ohio
$7.83K
SPIA
191
Steward Partners Investment Advisory
New York
$7.6K
PFBT
192
Parkside Financial Bank & Trust
Missouri
$7.16K
BBHC
193
Brown Brothers Harriman & Co
New York
$7.16K
CFM
194
Cornerstone Financial Management
Massachusetts
$6.92K
BIA
195
Bell Investment Advisors
California
$6.87K
BSB
196
Bangor Savings Bank
Maine
$6.81K
PB
197
Pinnacle Bancorp
Nebraska
$5.11K
CFO
198
CVA Family Office
Colorado
$4.91K
SEP
199
Signature Equity Partners
Ohio
$4.7K
MNA
200
Manning & Napier Advisors
New York
$4.68K