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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$161M +$16.1M +607,896 +12%
Morgan Stanley
2
Morgan Stanley
New York
$150M +$1.97M +74,473 +1%
Bank of America
3
Bank of America
North Carolina
$83.8M +$13.1M +492,952 +21%
TAM
4
Todd Asset Management
Kentucky
$53.4M -$513K -19,388 -1%
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$33.5M
Northern Trust
6
Northern Trust
Illinois
$31.2M -$568K -21,437 -2%
BlackRock
7
BlackRock
New York
$26.5M -$733K -27,697 -3%
QCM
8
Quantinno Capital Management
New York
$23.2M +$4.41M +166,567 +27%
American Century Companies
9
American Century Companies
Missouri
$22.3M +$3.25M +122,745 +19%
EGA
10
Eagle Global Advisors
Texas
$9.79M +$532K +20,088 +6%
Charles Schwab
11
Charles Schwab
California
$8.3M +$1.72M +65,067 +30%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$7.25M +$281K +10,627 +4%
HJIM
13
Henry James International Management
New York
$5.87M -$1.03M -38,759 -16%
GHAM
14
Gilman Hill Asset Management
Connecticut
$5.82M +$63.7K +2,405 +1%
VPIM
15
Vanguard Personalized Indexing Management
California
$5.3M -$702K -26,508 -13%
BCAM
16
Boston Common Asset Management
Massachusetts
$5.15M -$1.55M -58,684 -25%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$4.79M -$422K -15,926 -9%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.63M -$280K -10,588 -6%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$4.48M -$21.9K -827 -0.5%
SEI Investments
20
SEI Investments
Pennsylvania
$4.15M +$211K +7,981 +6%
CWM
21
Calamos Wealth Management
Illinois
$4.1M +$3.72M +140,402 New
AQR Capital Management
22
AQR Capital Management
Connecticut
$3.86M +$749K +28,292 +27%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.75M +$111K +4,201 +3%
Wells Fargo
24
Wells Fargo
California
$3.66M +$874 +33 +0%
QCM
25
QRG Capital Management
Illinois
$3.64M +$231K +8,737 +8%