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191 hedge funds and large institutions have $550M invested in Orion in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,027% more call options, than puts

Call options by funds: $13M | Put options by funds: $610K

34% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 58

0.94% more ownership

Funds ownership: 92.29%93.23% (+0.94%)

4% less funds holding

Funds holding: 199191 (-8)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

19% less capital invested

Capital invested by funds: $676M → $550M (-$126M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
191
Holders Change
-8
Holders Change %
-4.02%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
26
Increased
78
Reduced
58
Closed
31
Calls
$13M
Puts
$610K
Net Calls
+$12.4M
Net Calls Change
+$7.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
76
GW&K Investment Management
Massachusetts
$997K -$31.3K -2,770 -3%
TAM
77
Tocqueville Asset Management
New York
$943K
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$901K +$26.5K +2,344 +3%
SFI
79
Susquehanna Fundamental Investments
Pennsylvania
$843K -$39.5K -3,495 -4%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$828K +$684K +60,519 +462%
GI
81
GAMCO Investors
Connecticut
$813K +$876K +77,510 New
Bank of America
82
Bank of America
North Carolina
$811K -$1.35M -119,531 -61%
SRA
83
Secured Retirement Advisors
Minnesota
$809K +$8.59K +760 +1%
NRD
84
Nebula Research & Development
New York
$780K -$157K -13,925 -16%
LCM
85
Legato Capital Management
California
$751K +$483K +42,730 +148%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$729K -$94.5K -8,356 -11%
Two Sigma Investments
87
Two Sigma Investments
New York
$703K +$113K +10,023 +18%
HF
88
HRT Financial
New York
$698K +$276K +24,380 +58%
CCIA
89
Campbell & Co Investment Adviser
Maryland
$675K +$728K +64,356 New
Legal & General Group
90
Legal & General Group
United Kingdom
$669K -$11.6K -1,022 -2%
AllianceBernstein
91
AllianceBernstein
Tennessee
$632K
SO
92
STRS Ohio
Ohio
$579K +$450K +39,800 +258%
WIA
93
Wealthedge Investment Advisors
New York
$575K +$620K +54,802 New
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$571K
Creative Planning
95
Creative Planning
Kansas
$560K -$3.38K -299 -0.6%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$552K +$53.6K +4,742 +10%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$539K +$581K +51,416 New
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$535K +$47.8K +4,226 +9%
Lazard Asset Management
99
Lazard Asset Management
New York
$514K +$5.25K +464 +1%
Ameriprise
100
Ameriprise
Minnesota
$506K -$819K -72,471 -60%

OEC Hedge Fund Activity: Q2 2025 in Review

191 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q2 2025, worth a combined $550M — down 19% from $676M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of OEC and 26 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 78 added.

The largest buyer was Pzena Investment Management, adding an estimated $14.1M. The largest seller was William Blair Investment Management, cutting an estimated $32.3M.

  • 191 institutional investors held Orion (OEC) as of Q2 2025, down from 199 in Q1 2025.
  • Funds reported $550M of Orion stock for Q2 2025, down 19% quarter-over-quarter.
  • 26 funds opened new Orion positions in Q2 2025 and 31 closed out, a net change of -5 holders.
  • The largest Orion buyer in Q2 2025 was Pzena Investment Management, an estimated $14.1M added.
  • The largest Orion seller in Q2 2025 was William Blair Investment Management, an estimated $32.3M sold.

Based on aggregated 13F filings for Q2 2025.