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Orion
OEC

Overview Fund Activity

197 hedge funds and large institutions have $674M invested in Orion in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+13
Holders Change %
+7.07%
% of All Funds
2.68%
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
75
Reduced
61
Closed
22
Calls
$6.18M
Puts
$1.09M
Net Calls
+$5.09M
Net Calls Change
-$3.93M

Top Buyers

1
QOP
Quinn Opportunity Partners
Virginia
+$4.98M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.65M
3
DCM
Divisar Capital Management
California
+$4.33M
4
CSS
Cubist Systematic Strategies
Connecticut
+$4.02M
5
HP
Harvey Partners
New York
+$3.77M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$14.9M
2
Boston Partners
Boston Partners
Massachusetts
-$14.3M
3
ER
EVR Research
Virginia
-$12.6M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$12.2M
5
CCPM
Cooper Creek Partners Management
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$5.37K +$1.03K +80 +24%
LC
177
Lindbrook Capital
California
$4.37K -$1.58K -122 -27%
CTWM
178
Cherry Tree Wealth Management
Minnesota
$4.07K – – –
EWA
179
EverSource Wealth Advisors
Alabama
$3.98K +$3.66K +283 +1,132%
SWM
180
Spire Wealth Management
Virginia
$3.87K – – –
TWD
181
True Wealth Design
Ohio
$3.35K +$3.35K +259 New
AF
182
Allworth Financial
California
$3.21K -$15.2K -1,245 -83%
BFP
183
Briaud Financial Planning
Texas
$3K – – –
RIL
184
Rothschild Investment LLC
Illinois
$2.07K -$388 -30 -16%
W
185
WealthCollab
Washington
$2.07K +$1.19K +92 +135%
BIG
186
Brooklyn Investment Group
New York
$1.81K +$1.81K +140 New
IA
187
IFP Advisors
Florida
$1.71K +$1.71K +118 New
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.68K -$32.3K -2,500 -95%
SCM
189
Sterling Capital Management
North Carolina
$763 – – –
AAP
190
Arax Advisory Partners
Colorado
$750 +$750 +58 New
CIAM
191
Caitong International Asset Management
Hong Kong
$414 +$414 +32 New
SC
192
Stephens Consulting
Michigan
$388 +$388 +30 New
HCP
193
Hexagon Capital Partners
Arkansas
$155 – – –
SW
194
SVB Wealth
Massachusetts
$116 +$116 +9 New
GC
195
Garde Capital
Washington
$65 +$65 +5 New
SS
196
SBI Securities
Japan
$39 +$13 +1 +50%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$13 – – –
Schroder Investment Management Group
198
Schroder Investment Management Group
United Kingdom
– -$14.9M -972,676 Closed
Boston Partners
199
Boston Partners
Massachusetts
– -$14.3M -912,652 Closed
ER
200
EVR Research
Virginia
– -$12.6M -800,000 Closed
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