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ORIX
IX

283 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, 135 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 31

265% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $784M → $1.02B (+$237M)

17% more funds holding

Funds holding: 241 → 283 (+42)

0.72% more ownership

Funds ownership: 2.31% → 3.03% (+0.72%)

Holders
283
Holders Change
+42
Holders Change %
+17.43%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
62
Increased
135
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Cullen Capital Management
New York
+$34.3M
2
ClearBridge Investments
ClearBridge Investments
New York
+$33.3M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$19.3M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$19.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.51M
2
HJIM
Henry James International Management
New York
-$2.83M
3
AC
AlphaCore Capital
California
-$1.93M
4
PMWMG
Parr McKnight Wealth Management Group
Minnesota
-$1.91M
5
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
-$1.48M

IX Hedge Fund Activity: Q1 2026 in Review

283 of the 8,191 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 135 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.

  • 283 institutional investors held ORIX (IX) as of Q1 2026, up from 241 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.