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ORIX
IX

208 hedge funds and large institutions have $572M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $518M → $572M (+$54.3M)

9% more funds holding

Funds holding: 190 → 208 (+18)

0.05% more ownership

Funds ownership: 2.13% → 2.18% (+0.05%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
83
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QCM
Quantinno Capital Management
New York
+$4.63M
2
Millennium Management
Millennium Management
New York
+$3.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.21M
4
Bank of America
Bank of America
North Carolina
+$2.04M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.31M
2
EGA
Eagle Global Advisors
Texas
-$1.73M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.65M
4
BlackRock
BlackRock
New York
-$944K
5
HJIM
Henry James International Management
New York
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
201
Kayne Anderson Rudnick Investment Management
California
$788 – – –
PWA
202
Principia Wealth Advisory
Texas
$788 +$719 +35 New
CPG
203
Cornerstone Planning Group
New Jersey
$702 – – –
AWM
204
Abound Wealth Management
Tennessee
$451 – – –
GWSG
205
GPS Wealth Strategies Group
Colorado
$450 +$246 +12 +150%
BCM
206
Blume Capital Management
California
$338 +$308 +15 New
SL
207
Salomon & Ludwin
Virginia
$297 +$267 +13 New
TRCT
208
Tower Research Capital (TRC)
New York
$45 +$41 +2 New
TC
209
TownSquare Capital
Utah
– -$368K -17,617 Closed
FCI
210
Financial Counselors Inc
Kansas
– -$273K -13,087 Closed
P
211
Pitcairn
Pennsylvania
– -$247K -11,839 Closed
DWT
212
Dorsey & Whitney Trust
South Dakota
– -$221K -10,588 Closed
BP
213
Ballentine Partners
Massachusetts
– -$214K -10,250 Closed
CCM
214
Coldstream Capital Management
Washington
– -$107K -5,101 Closed
WF
215
Wayfinding Financial
Washington
– -$34K -1,642 Closed
GFPC
216
Global Financial Private Client
Florida
– -$8.88K -425 Closed
MG
217
Mather Group
Illinois
– -$5.43K -260 Closed
AF
218
Atala Financial
California
– -$3.24K -155 Closed
CA
219
Continuum Advisory
Idaho
– -$1.78K -85 Closed
CYG
220
Clean Yield Group
Vermont
– -$940 -45 Closed
HWP
221
Highline Wealth Partners
California
– -$522 -25 Closed
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
– -$274 -15 Closed
ANBT
223
American National Bank & Trust
Texas
– -$254 -12 Closed
Deutsche Bank
224
Deutsche Bank
Germany
– -$188 -9 Closed
HHGA
225
Halbert Hargrove Global Advisors
California
– -$149 -7 Closed
5 6 7 8
9

IX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2025, worth a combined $572M — up 10% from $518M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IX positions and 17 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Quantinno Capital Management, adding an estimated $4.63M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.31M.

  • 208 institutional investors held ORIX (IX) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $572M of ORIX stock for Q2 2025, up 10% quarter-over-quarter.
  • 40 funds opened new ORIX positions in Q2 2025 and 17 closed out, a net change of +23 holders.
  • The largest ORIX buyer in Q2 2025 was Quantinno Capital Management, an estimated $4.63M added.
  • The largest ORIX seller in Q2 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2025.