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199 hedge funds and large institutions have $676M invested in Orion in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

468% more call options, than puts

Call options by funds: $6.18M | Put options by funds: $1.09M

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 62

8% more funds holding

Funds holding: 185199 (+14)

1.98% less ownership

Funds ownership: 94.27%92.29% (-2%)

21% less capital invested

Capital invested by funds: $859M → $676M (-$183M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
36
Increased
76
Reduced
62
Closed
22
Calls
$6.18M
Puts
$1.09M
Net Calls
+$5.09M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
QOP
26
Quinn Opportunity Partners
Virginia
$4.98M +$5.44M +384,865 New
LIP
27
Lighthouse Investment Partners
Florida
$4.82M +$2.19M +155,000 +71%
FPA
28
First Pacific Advisors
California
$4.34M +$242K +17,131 +5%
FP
29
Foundry Partners
Minnesota
$4.23M +$62.5K +4,423 +1%
T. Rowe Price Investment Management
30
T. Rowe Price Investment Management
Maryland
$4.12M -$13.4M -944,232 -75%
CSS
31
Cubist Systematic Strategies
Connecticut
$4.02M +$4.39M +310,805 New
Millennium Management
32
Millennium Management
New York
$4.01M -$4.6M -325,131 -51%
RC
33
Roubaix Capital
Colorado
$3.95M -$443K -31,324 -9%
Diamond Hill Capital Management
34
Diamond Hill Capital Management
Ohio
$3.75M +$989K +69,924 +32%
Citadel Advisors
35
Citadel Advisors
Florida
$3.73M -$227K -16,085 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.66M +$388K +27,442 +11%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$3.53M +$1.27M +90,138 +49%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$3.52M +$75.6K +5,349 +2%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.52M +$1.49M +105,605 +63%
ISL
40
Ingalls & Snyder LLC
New York
$3.5M +$3.82M +270,493 New
Morgan Stanley
41
Morgan Stanley
New York
$3.24M -$1.38M -97,880 -28%
ICM
42
Invenomic Capital Management
Massachusetts
$3.13M +$3.42M +241,707 New
Raymond James Financial
43
Raymond James Financial
Florida
$2.98M +$1.89M +133,826 +138%
Goldman Sachs
44
Goldman Sachs
New York
$2.89M -$1.66M -117,218 -34%
GCP
45
GSA Capital Partners
United Kingdom
$2.83M +$2.56M +181,245 +480%
LSV Asset Management
46
LSV Asset Management
Illinois
$2.73M
N
47
Nuveen
North Carolina
$2.72M -$6.84M -483,996 -70%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$2.61M +$2.85M +201,741 New
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$2.6M -$3.6M -254,340 -56%
Bank of America
50
Bank of America
North Carolina
$2.55M +$2.31M +163,273 +486%

OEC Hedge Fund Activity: Q1 2025 in Review

199 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q1 2025, worth a combined $676M — down 21% from $859M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OEC positions and 22 closed out — a net gain of 14 holders — while 76 added to existing stakes and 62 trimmed.

The largest buyer was Quinn Opportunity Partners, opening a new position worth an estimated $5.44M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $14.9M sold.

  • 199 institutional investors held Orion (OEC) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $676M of Orion stock for Q1 2025, down 21% quarter-over-quarter.
  • 36 funds opened new Orion positions in Q1 2025 and 22 closed out, a net change of +14 holders.
  • The largest Orion buyer in Q1 2025 was Quinn Opportunity Partners, an estimated $5.44M added.
  • The largest Orion seller in Q1 2025 was Schroder Investment Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2025.