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216 hedge funds and large institutions have $662M invested in ORIX in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 50

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $572M → $662M (+$89.9M)

4% more funds holding

Funds holding: 208216 (+8)

0% less ownership

Funds ownership: 2.18%2.18% (-0%)

Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
2.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$132M -$124K -4,997 -0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$128M +$18.7M +753,944 +18%
Bank of America
3
Bank of America
North Carolina
$62M +$529K +21,330 +0.9%
TAM
4
Todd Asset Management
Kentucky
$48.2M +$2.62M +105,837 +6%
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$30M +$2.19M +88,100 +8%
Northern Trust
6
Northern Trust
Illinois
$28.5M +$500K +20,150 +2%
BlackRock
7
BlackRock
New York
$24.4M +$1.44M +57,927 +7%
American Century Companies
8
American Century Companies
Missouri
$16.7M +$2.38M +95,796 +18%
QCM
9
Quantinno Capital Management
New York
$16.4M +$3.64M +146,782 +30%
EGA
10
Eagle Global Advisors
Texas
$8.23M +$43.3K +1,745 +0.6%
HJIM
11
Henry James International Management
New York
$6.26M -$84.9K -3,425 -1%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$6.2M +$195K +7,860 +3%
BCAM
13
Boston Common Asset Management
Massachusetts
$6.14M -$857K -34,538 -13%
Charles Schwab
14
Charles Schwab
California
$5.72M +$1.63M +65,780 +43%
VPIM
15
Vanguard Personalized Indexing Management
California
$5.43M +$655K +26,412 +15%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.36M -$774K -31,216 -13%
GHAM
17
Gilman Hill Asset Management
Connecticut
$5.14M +$6.82K +275 +0.1%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$4.7M +$289K +11,638 +7%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.42M +$462K +18,623 +12%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.02M -$191K -7,692 -5%
SEI Investments
21
SEI Investments
Pennsylvania
$3.51M +$199K +8,019 +6%
CGH
22
Crossmark Global Holdings
Texas
$3.5M +$273 +11 +0%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.44M -$311K -12,536 -9%
Wells Fargo
24
Wells Fargo
California
$3.27M -$14.8M -598,269 -83%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.24M +$168K +6,765 +6%

IX Hedge Fund Activity: Q3 2025 in Review

216 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2025, worth a combined $662M — up 16% from $572M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IX positions and 24 closed out — a net gain of 11 holders — while 90 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Wells Fargo, cutting an estimated $14.8M.

  • 216 institutional investors held ORIX (IX) as of Q3 2025, up from 208 in Q2 2025.
  • Funds reported $662M of ORIX stock for Q3 2025, up 16% quarter-over-quarter.
  • 35 funds opened new ORIX positions in Q3 2025 and 24 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q3 2025 was Fidelity Investments, an estimated $18.7M added.
  • The largest ORIX seller in Q3 2025 was Wells Fargo, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2025.