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280 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, 133 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 31

288% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 16

30% more capital invested

Capital invested by funds: $785M → $1.02B (+$235M)

17% more funds holding

Funds holding: 240280 (+40)

0.72% more ownership

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

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
62
Increased
133
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$178M +$13.6M +429,675 +8%
Morgan Stanley
2
Morgan Stanley
New York
$150M -$3.51M -110,727 -2%
Bank of America
3
Bank of America
North Carolina
$86.8M +$814K +25,662 +0.9%
TAM
4
Todd Asset Management
Kentucky
$55.2M +$395K +12,432 +0.7%
Northern Trust
5
Northern Trust
Illinois
$39.3M +$7.66M +241,232 +23%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$34.4M
CCM
7
Cullen Capital Management
New York
$32.4M +$34.3M +1,080,361 New
ClearBridge Investments
8
ClearBridge Investments
New York
$31.5M +$33.3M +1,049,544 New
American Century Companies
9
American Century Companies
Missouri
$28.9M +$6.36M +200,350 +26%
BlackRock
10
BlackRock
New York
$28.2M +$1.02M +32,224 +4%
QCM
11
Quantinno Capital Management
New York
$27.7M +$4.12M +129,739 +16%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$23.1M +$19.3M +606,655 +370%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$17.7M +$19.2M +605,636 +91,210%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.3M +$12.6M +397,352 +349%
Wells Fargo
15
Wells Fargo
California
$13.8M +$10.6M +334,895 +268%
Charles Schwab
16
Charles Schwab
California
$10.6M +$2.15M +67,902 +24%
EGA
17
Eagle Global Advisors
Texas
$10.1M +$12.1K +380 +0.1%
JP Morgan Chase
18
JP Morgan Chase
New York
$9.16M +$4.94M +155,629 +98%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$8.73M +$1.36M +42,969 +17%
Raymond James Financial
20
Raymond James Financial
Florida
$6.28M +$6.07M +191,391 +1,054%
GHAM
21
Gilman Hill Asset Management
Connecticut
$6.09M +$121K +3,808 +2%
BCAM
22
Boston Common Asset Management
Massachusetts
$5.25M -$38.8K -1,223 -0.7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.16M +$1.27M +39,938 +30%
Jane Street
24
Jane Street
New York
$5.02M +$5.31M +167,463 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$4.97M +$398K +12,532 +8%