278 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 133 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
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
MCM
201
MAI Capital Management
Ohio
$22K
AAP
202
Arax Advisory Partners
Colorado
$21.4K
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$20.8K
ASN
204
Advisory Services Network
Georgia
$20.8K
IA
205
IFP Advisors
Florida
$19.6K
TWD
206
True Wealth Design
Ohio
$18.3K
B
207
Bayban
Minnesota
$17.7K
SIS
208
Sound Income Strategies
Florida
$16.6K
HI
209
Harbour Investments
Wisconsin
$15.3K
AA
210
Ancora Advisors
Ohio
$15.1K
CAL
211
Capital Analysts LLC
Pennsylvania
$15K
EWM
212
Evolution Wealth Management
Florida
$15K
FMP
213
Financial Management Professionals
Texas
$14.5K
AFG
214
Albion Financial Group
Utah
$14.2K
BIA
215
Bell Investment Advisors
California
$13.7K
PTC
216
Private Trust Company
Ohio
$12.4K
MG
217
Mather Group
Illinois
$12.1K
Bessemer Group
218
Bessemer Group
New Jersey
$12K
TCA
219
Trifecta Capital Advisors
Illinois
$12K
LI
220
LRI Investments
Florida
$11.2K
SPIA
221
Steward Partners Investment Advisory
New York
$10.3K
LAS
222
Lloyd Advisory Services
Georgia
$9.84K
KFG
223
Kingdom Financial Group
Arizona
$9.84K
WA
224
Whipplewood Advisors
Colorado
$9.6K
GKIM
225
GW&K Investment Management
Massachusetts
$9K