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ORIX
IX

191 hedge funds and large institutions have $518M invested in ORIX in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $512M → $518M (+$6.29M)

1% more funds holding

Funds holding: 190 → 191 (+1)

0.15% more ownership

Funds ownership: 1.98% → 2.13% (+0.15%)

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
73
Reduced
66
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.82M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.64M
3
Millennium Management
Millennium Management
New York
+$3.59M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.35M
2
Wells Fargo
Wells Fargo
California
-$1.64M
3
AA
ABC Arbitrage
France
-$865K
4
SGI
Summit Global Investments
Utah
-$709K
5
Citadel Advisors
Citadel Advisors
Florida
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
– -$30K -1,410 Closed
VWM
202
Venturi Wealth Management
Texas
– -$17.7K -835 Closed
RS
203
R Squared
Hong Kong
– -$10.6K -500 Closed
CFGS
204
Concourse Financial Group Securities
Alabama
– -$6.89K -325 Closed
CAM
205
Creekmur Asset Management
Illinois
– -$4.46K -210 Closed
VHAM
206
Van Hulzen Asset Management
California
– -$3.61K -170 Closed
TPCW
207
TD Private Client Wealth
New York
– -$2.76K -130 Closed
ATC
208
Advantage Trust Company
Kansas
– -$1.7K -80 Closed
DRP
209
Decker Retirement Planning
Utah
– -$1.38K -65 Closed
CA
210
Clearstead Advisors
Ohio
– -$638 -30 Closed
MFG
211
Mendota Financial Group
Wisconsin
– -$425 -20 Closed
5 6 7 8
9

IX Hedge Fund Activity: Q1 2025 in Review

191 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2025, worth a combined $518M — up 1.2% from $512M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IX positions and 21 closed out — a net gain of 6 holders — while 73 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.82M. The largest seller was Morgan Stanley, cutting an estimated $3.35M.

  • 191 institutional investors held ORIX (IX) as of Q1 2025, up from 190 in Q4 2024.
  • Funds reported $518M of ORIX stock for Q1 2025, up 1.2% quarter-over-quarter.
  • 27 funds opened new ORIX positions in Q1 2025 and 21 closed out, a net change of +6 holders.
  • The largest ORIX buyer in Q1 2025 was Fidelity Investments, an estimated $3.82M added.
  • The largest ORIX seller in Q1 2025 was Morgan Stanley, an estimated $3.35M sold.

Based on aggregated 13F filings for Q1 2025.