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240 hedge funds and large institutions have $785M invested in ORIX in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $662M → $785M (+$123M)

11% more funds holding

Funds holding: 216240 (+24)

0.13% more ownership

Funds ownership: 2.18%2.31% (+0.13%)

Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
54
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
201
Signature Equity Partners
Ohio
$4.7K +$4.26K +161 New
MNA
202
Manning & Napier Advisors
New York
$4.68K +$4.21K +159 New
ZBNA
203
Zions Bancorporation, National Association
Utah
$4.67K
HI
204
Harbour Investments
Wisconsin
$4.09K
CFD
205
Creative Financial Designs
Indiana
$3.94K
NSIM
206
North Star Investment Management
Illinois
$3.65K +$3.31K +125 New
HWP
207
Highline Wealth Partners
California
$3.39K +$3.07K +116 New
BCWM
208
Bartlett & Co Wealth Management
Ohio
$3.36K
JFA
209
JNBA Financial Advisors
Minnesota
$3.19K +$2.89K +109 New
PWA
210
Principia Wealth Advisory
Texas
$3.1K -$185 -7 -6%
CI
211
CX Institutional
Indiana
$3K +$1.19K +45 +90%
IAS
212
IMA Advisory Services
Colorado
$2.72K +$2.46K +93 New
TPCW
213
TD Private Client Wealth
New York
$2.54K -$477 -18 -17%
BLC
214
Brown, Lisle/Cummings
Rhode Island
$2.36K
BHWM
215
Beaird Harris Wealth Management
Texas
$2.29K
NS
216
NBC Securities
Alabama
$2.22K
TFA
217
Transamerica Financial Advisors
Florida
$2.19K +$238 +9 +14%
GWM
218
Geneos Wealth Management
Colorado
$2.04K
IBOK
219
Independence Bank of Kentucky
Kentucky
$2.04K +$1.85K +70 New
NRG
220
Nemes Rush Group
Michigan
$1.96K +$1.77K +67 New
SIC
221
SJS Investment Consulting
Ohio
$1.23K +$1.11K +42 New
EP
222
Essential Partners
California
$1.23K +$53 +2 +5%
FCAS
223
First Command Advisory Services
Texas
$1.17K
GSWM
224
Golden State Wealth Management
California
$1.02K
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$1.02K