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208 hedge funds and large institutions have $572M invested in ORIX in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $518M → $572M (+$54.3M)

9% more funds holding

Funds holding: 190208 (+18)

0.05% more ownership

Funds ownership: 2.13%2.18% (+0.05%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
83
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M +$1.93M +94,103 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$93.5M +$3.21M +156,312 +4%
Bank of America
3
Bank of America
North Carolina
$53M +$2.04M +99,516 +4%
TAM
4
Todd Asset Management
Kentucky
$39.2M +$271K +13,193 +0.8%
Northern Trust
5
Northern Trust
Illinois
$24.1M -$12.9K -630 -0.1%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$23.8M
BlackRock
7
BlackRock
New York
$19.7M -$944K -45,957 -5%
Wells Fargo
8
Wells Fargo
California
$16.3M +$207K +10,089 +1%
American Century Companies
9
American Century Companies
Missouri
$12.2M +$1.56M +76,144 +16%
QCM
10
Quantinno Capital Management
New York
$10.8M +$4.63M +225,580 +88%
Millennium Management
11
Millennium Management
New York
$8.25M +$3.34M +162,559 +80%
EGA
12
Eagle Global Advisors
Texas
$7.05M -$1.73M -84,335 -21%
BCAM
13
Boston Common Asset Management
Massachusetts
$6.07M -$277K -13,471 -5%
QCM
14
QRG Capital Management
Illinois
$5.63M +$63.5K +3,092 +1%
HJIM
15
Henry James International Management
New York
$5.47M -$737K -35,900 -13%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$5.33M -$126K -6,117 -3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.33M +$593K +28,894 +14%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$5.17M -$262K -12,749 -5%
GHAM
19
Gilman Hill Asset Management
Connecticut
$4.43M +$14.5K +705 +0.4%
VPIM
20
Vanguard Personalized Indexing Management
California
$4.09M +$526K +25,641 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.01M -$9.31M -453,500 -72%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$3.79M -$156K -7,615 -4%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$3.64M -$81.2K -3,957 -2%
Charles Schwab
24
Charles Schwab
California
$3.45M +$159K +7,731 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.39M +$1.21M +58,869 +64%

IX Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2025, worth a combined $572M — up 10% from $518M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IX positions and 17 closed out — a net gain of 23 holders — while 83 added to existing stakes and 56 trimmed.

The largest buyer was Quantinno Capital Management, adding an estimated $4.63M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $9.31M.

  • 208 institutional investors held ORIX (IX) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $572M of ORIX stock for Q2 2025, up 10% quarter-over-quarter.
  • 40 funds opened new ORIX positions in Q2 2025 and 17 closed out, a net change of +23 holders.
  • The largest ORIX buyer in Q2 2025 was Quantinno Capital Management, an estimated $4.63M added.
  • The largest ORIX seller in Q2 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2025.