205 hedge funds and large institutions have $570M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
82
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
201
Abound Wealth Management
Tennessee
$451
GWSG
202
GPS Wealth Strategies Group
Colorado
$450 +$270 +12 +150%
BCM
203
Blume Capital Management
California
$338 +$338 +15 New
SL
204
Salomon & Ludwin
Virginia
$297 +$297 +13 New
TRCT
205
Tower Research Capital (TRC)
New York
$45 +$45 +2 New
TC
206
TownSquare Capital
Utah
-$368K -17,617 Closed
FCI
207
Financial Counselors Inc
Kansas
-$273K -13,087 Closed
P
208
Pitcairn
Pennsylvania
-$247K -11,839 Closed
DWT
209
Dorsey & Whitney Trust
South Dakota
-$221K -10,588 Closed
BP
210
Ballentine Partners
Massachusetts
-$214K -10,250 Closed
CCM
211
Coldstream Capital Management
Washington
-$107K -5,101 Closed
WF
212
Wayfinding Financial
Washington
-$34K -1,642 Closed
GFPC
213
Global Financial Private Client
Florida
-$8.88K -425 Closed
MG
214
Mather Group
Illinois
-$5.43K -260 Closed
AF
215
Atala Financial
California
-$3.24K -155 Closed
CA
216
Continuum Advisory
Idaho
-$1.78K -85 Closed
CYG
217
Clean Yield Group
Vermont
-$940 -45 Closed
HWP
218
Highline Wealth Partners
California
-$522 -25 Closed
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
-$274 -15 Closed
ANBT
220
American National Bank & Trust
Texas
-$254 -12 Closed
Deutsche Bank
221
Deutsche Bank
Germany
-$188 -9 Closed
HHGA
222
Halbert Hargrove Global Advisors
California
-$149 -7 Closed