ORIX
284 hedge funds and large institutions have $1.02B invested in ORIX in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 136 increasing their positions, 31 reducing their positions, and 17 closing their positions.
1,202% more capital inflows, than outflows
Capital inflows: $251M | Capital outflows: $19.2M
339% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 31
265% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 17
17% more funds holding
Funds holding: 242 → 284 (+42)
0.69% more ownership
Funds ownership: 2.42% → 3.1% (+0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cullen Capital Management
New York
|
+$34.3M |
| 2 |
ClearBridge Investments
New York
|
+$33.3M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$19.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$19.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.51M |
| 2 |
Henry James International Management
New York
|
-$2.83M |
| 3 |
AlphaCore Capital
La Jolla,
California
|
-$1.93M |
| 4 |
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
-$1.91M |
| 5 |
Vanguard Personalized Indexing Management
Oakland,
California
|
-$1.48M |
IX Hedge Fund Activity: Q1 2026 in Review
284 of the 8,217 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2026, worth a combined $1.02B — up 30% from $784M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IX positions and 17 closed out — a net gain of 45 holders — while 136 added to existing stakes and 31 trimmed.
The largest buyer was Cullen Capital Management, opening a new position worth an estimated $34.3M. The largest seller was Morgan Stanley, cutting an estimated $3.51M.
- 284 institutional investors held ORIX (IX) as of Q1 2026, up from 242 in Q4 2025.
- Funds reported $1.02B of ORIX stock for Q1 2026, up 30% quarter-over-quarter.
- 62 funds opened new ORIX positions in Q1 2026 and 17 closed out, a net change of +45 holders.
- The largest ORIX buyer in Q1 2026 was Cullen Capital Management, an estimated $34.3M added.
- The largest ORIX seller in Q1 2026 was Morgan Stanley, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2026.