215 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
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
AAS
201
Ameritas Advisory Services
Nebraska
$914
Kayne Anderson Rudnick Investment Management
202
Kayne Anderson Rudnick Investment Management
California
$914
GSWM
203
Golden State Wealth Management
California
$914
BFS
204
Bare Financial Services
Pennsylvania
$836
GWSA
205
Global Wealth Strategies & Associates
Colorado
$810
DJSG
206
D.J. St. Germain
Massachusetts
$784
OCM
207
Orion Capital Management
California
$757
CPG
208
Cornerstone Planning Group
New Jersey
$631
ACA
209
American Capital Advisory
Idaho
$627
AWM
210
Abound Wealth Management
Tennessee
$523
GWSG
211
GPS Wealth Strategies Group
Colorado
$522
PAM
212
Palisade Asset Management
Minnesota
$392
CIAM
213
Caitong International Asset Management
Hong Kong
$183
TRCT
214
Tower Research Capital (TRC)
New York
$52
CRC
215
Curi RMB Capital
Illinois
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
WT
217
Whittier Trust
California
MYIA
218
Mount Yale Investment Advisors
Colorado
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
VAS
220
Vestmark Advisory Solutions
Massachusetts
WTC
221
WhitTier Trust Company
Nevada
YIH
222
Y-Intercept (HK)
Hong Kong
MT
223
Midwest Trust
Kansas
RS
224
R Squared
Hong Kong
PSP
225
Principal Street Partners
Tennessee