We are live on ! Find out more

189 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 52

9% more funds holding

Funds holding: 174189 (+15)

0.11% more ownership

Funds ownership: 1.88%1.98% (+0.11%)

1% less capital invested

Capital invested by funds: $519M → $512M (-$7.6M)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
76
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M -$696K -31,770 -0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81M +$12.6M +575,340 +18%
Bank of America
3
Bank of America
North Carolina
$45.1M +$581K +26,505 +1%
TAM
4
Todd Asset Management
Kentucky
$36.8M +$244K +11,120 +0.6%
Northern Trust
5
Northern Trust
Illinois
$22.7M +$9.04M +412,645 +63%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$22.5M +$1.55M +70,700 +7%
BlackRock
7
BlackRock
New York
$19.9M -$836K -38,135 -4%
Wells Fargo
8
Wells Fargo
California
$16.8M -$1.93M -88,095 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M +$4.84M +221,000 +93%
American Century Companies
10
American Century Companies
Missouri
$9.04M +$117K +5,320 +1%
EGA
11
Eagle Global Advisors
Texas
$8.57M +$274K +12,525 +3%
HJIM
12
Henry James International Management
New York
$5.92M +$133K +6,090 +2%
QCM
13
QRG Capital Management
Illinois
$5.8M +$129K +5,890 +2%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$5.26M -$398K -18,180 -7%
QCM
15
Quantinno Capital Management
New York
$4.82M +$1.11M +50,880 +29%
BCAM
16
Boston Common Asset Management
Massachusetts
$4.79M -$377K -17,225 -7%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$4.38M +$2.59M +117,975 +133%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$4.23M +$32.2K +1,470 +0.7%
GHAM
19
Gilman Hill Asset Management
Connecticut
$3.89M +$304K +13,875 +8%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.74M -$468K -21,355 -11%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$3.64M -$1.12M -51,020 -23%
CGH
22
Crossmark Global Holdings
Texas
$3.48M +$447K +20,420 +14%
VPIM
23
Vanguard Personalized Indexing Management
California
$3.06M +$11.1K +505 +0.4%
Charles Schwab
24
Charles Schwab
California
$2.96M +$181K +8,250 +6%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$2.93M -$6.03K -275 -0.2%

IX Hedge Fund Activity: Q4 2024 in Review

189 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.

  • 189 institutional investors held ORIX (IX) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
  • The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.