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ORIX
IX

Overview Fund Activity

205 hedge funds and large institutions have $570M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
82
Reduced
56
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCM
Quantinno Capital Management
New York
$10.8M
2
Millennium Management
Millennium Management
New York
$8.25M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$93.5M
4
Bank of America
Bank of America
North Carolina
$53M
5
Morgan Stanley
Morgan Stanley
New York
$114M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.01M
2
EGA
Eagle Global Advisors
Texas
$7.05M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$755K
4
BlackRock
BlackRock
New York
$19.7M
5
HJIM
Henry James International Management
New York
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M +$2.12M +94,103 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$93.5M +$3.52M +156,312 +4%
Bank of America
3
Bank of America
North Carolina
$53M +$2.24M +99,516 +4%
TAM
4
Todd Asset Management
Kentucky
$39.2M +$297K +13,193 +0.8%
Northern Trust
5
Northern Trust
Illinois
$24.1M -$14.2K -630 -0.1%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$23.8M – – –
BlackRock
7
BlackRock
New York
$19.7M -$1.03M -45,957 -5%
Wells Fargo
8
Wells Fargo
California
$16.3M +$227K +10,089 +1%
American Century Companies
9
American Century Companies
Missouri
$12.2M +$1.71M +76,144 +16%
QCM
10
Quantinno Capital Management
New York
$10.8M +$5.08M +225,580 +88%
Millennium Management
11
Millennium Management
New York
$8.25M +$3.66M +162,559 +80%
EGA
12
Eagle Global Advisors
Texas
$7.05M -$1.9M -84,335 -21%
BCAM
13
Boston Common Asset Management
Massachusetts
$6.07M -$303K -13,471 -5%
QCM
14
QRG Capital Management
Illinois
$5.63M +$69.6K +3,092 +1%
HJIM
15
Henry James International Management
New York
$5.47M -$808K -35,900 -13%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$5.33M -$139K -6,117 -3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.33M +$651K +28,894 +14%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$5.17M -$287K -12,749 -5%
GHAM
19
Gilman Hill Asset Management
Connecticut
$4.43M +$15.9K +705 +0.4%
VPIM
20
Vanguard Personalized Indexing Management
California
$4.09M +$578K +25,641 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.01M -$10.2M -453,500 -72%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$3.79M -$172K -7,615 -4%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$3.64M -$89.1K -3,957 -2%
Charles Schwab
24
Charles Schwab
California
$3.45M +$174K +7,731 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$3.39M +$1.33M +58,869 +64%
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