213 hedge funds and large institutions have $661M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 49 reducing their positions, and 22 closing their positions.

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