OEC icon

Orion
OEC

Overview Fund Activity

190 hedge funds and large institutions have $549M invested in Orion in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
2.55%
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
77
Reduced
58
Closed
30
Calls
$13M
Puts
$610K
Net Calls
+$12.4M
Net Calls Change
+$7.27M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$48M
2
DCM
Divisar Capital Management
California
$23.2M
3
Millennium Management
Millennium Management
New York
$9.27M
4
MVP
Medina Value Partners
California
$3.76M
5
HP
Harvey Partners
New York
$25.4M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$6.64M
2
Victory Capital Management
Victory Capital Management
Texas
$0
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
5
RC
Roubaix Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
76
Tocqueville Asset Management
New York
$943K – – –
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$901K +$24.6K +2,344 +3%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$843K -$36.7K -3,495 -4%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$828K +$681K +60,519 +462%
GI
80
GAMCO Investors
Connecticut
$813K +$813K +77,510 New
Bank of America
81
Bank of America
North Carolina
$811K -$1.25M -119,531 -61%
SRA
82
Secured Retirement Advisors
Minnesota
$809K +$7.97K +760 +1%
NRD
83
Nebula Research & Development
New York
$780K -$146K -13,925 -16%
LCM
84
Legato Capital Management
California
$751K +$448K +42,730 +148%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$729K -$87.7K -8,356 -11%
Two Sigma Investments
86
Two Sigma Investments
New York
$703K +$105K +10,023 +18%
HF
87
HRT Financial
New York
$698K +$256K +24,380 +58%
CCIA
88
Campbell & Co Investment Adviser
Maryland
$675K +$675K +64,356 New
Legal & General Group
89
Legal & General Group
United Kingdom
$669K -$10.7K -1,022 -2%
AllianceBernstein
90
AllianceBernstein
Tennessee
$632K – – –
SO
91
STRS Ohio
Ohio
$579K +$418K +39,800 +258%
WIA
92
Wealthedge Investment Advisors
New York
$575K +$575K +54,802 New
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$571K – – –
Creative Planning
94
Creative Planning
Kansas
$560K -$3.14K -299 -0.6%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$552K +$49.7K +4,742 +10%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$539K +$539K +51,416 New
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$535K +$44.3K +4,226 +9%
Lazard Asset Management
98
Lazard Asset Management
New York
$514K +$4.87K +464 +1%
Ameriprise
99
Ameriprise
Minnesota
$506K -$760K -72,471 -60%
Marshall Wace
100
Marshall Wace
United Kingdom
$487K +$168K +15,994 +53%
2 3
4
5 6