212 hedge funds and large institutions have $660M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 49 reducing their positions, and 22 closing their positions.

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