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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
201
CX Institutional
Indiana
$1K
AAS
202
Ameritas Advisory Services
Nebraska
$914 -$12.4K -500 -93%
GSWM
203
Golden State Wealth Management
California
$914
Kayne Anderson Rudnick Investment Management
204
Kayne Anderson Rudnick Investment Management
California
$914
BFS
205
Bare Financial Services
Pennsylvania
$836 +$794 +32 New
GWSA
206
Global Wealth Strategies & Associates
Colorado
$810 +$769 +31 New
DJSG
207
D.J. St. Germain
Massachusetts
$784 +$744 +30 New
OCM
208
Orion Capital Management
California
$757 +$719 +29 New
CPG
209
Cornerstone Planning Group
New Jersey
$631 -$595 -24 -80%
ACA
210
American Capital Advisory
Idaho
$627 +$595 +24 New
AWM
211
Abound Wealth Management
Tennessee
$523
GWSG
212
GPS Wealth Strategies Group
Colorado
$522
PAM
213
Palisade Asset Management
Minnesota
$392 +$372 +15 New
CIAM
214
Caitong International Asset Management
Hong Kong
$183 +$174 +7 New
TRCT
215
Tower Research Capital (TRC)
New York
$52
CRC
216
Curi RMB Capital
Illinois
-$1.39M -61,772 Closed
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
-$1.26M -56,000 Closed
WT
218
Whittier Trust
California
-$1.26M -55,908 Closed
HC
219
Henshaw Capital
Massachusetts
-$1.23M -54,585 Closed
MYIA
220
Mount Yale Investment Advisors
Colorado
-$731K -32,473 Closed
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
-$631K -28,002 Closed
VAS
222
Vestmark Advisory Solutions
Massachusetts
-$537K -23,837 Closed
WTC
223
WhitTier Trust Company
Nevada
-$507K -22,529 Closed
YIH
224
Y-Intercept (HK)
Hong Kong
-$489K -21,735 Closed
MT
225
Midwest Trust
Kansas
-$301K -13,384 Closed

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.