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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
+$13.1M
2
DCM
Divisar Capital Management
California
+$6.83M
3
Millennium Management
Millennium Management
New York
+$6.02M
4
MVP
Medina Value Partners
California
+$3.76M
5
HP
Harvey Partners
New York
+$3.42M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$29.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$13.8M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$5.16M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$4.12M
5
RC
Roubaix Capital
Colorado
-$3.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
176
Briaud Financial Planning
Texas
$2K – – –
SAM
177
Smartleaf Asset Management
Massachusetts
$1.39K +$1.39K +130 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$1.36K – – –
TWD
179
True Wealth Design
Ohio
$1.28K -$1.44K -137 -53%
RIL
180
Rothschild Investment LLC
Illinois
$1.1K -$577 -55 -34%
MCM
181
MAI Capital Management
Ohio
$735 +$735 +70 New
AAS
182
Ameritas Advisory Services
Nebraska
$598 +$598 +57 New
AAP
183
Arax Advisory Partners
Colorado
$577 -$31 -3 -5%
AF
184
Allworth Financial
California
$158 -$2.61K -248 -94%
US Bancorp
185
US Bancorp
Minnesota
$147 -$4.49K -428 -97%
CIAM
186
Caitong International Asset Management
Hong Kong
$84 -$252 -24 -75%
GC
187
Garde Capital
Washington
$53 – – –
LFG
188
Larson Financial Group
Missouri
$52 +$52 +5 New
SS
189
SBI Securities
Japan
$31 – – –
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$10 – – –
Victory Capital Management
191
Victory Capital Management
Texas
– -$13.8M -1,063,627 Closed
ACH
192
ArrowMark Colorado Holdings
Colorado
– -$5.16M -399,188 Closed
T. Rowe Price Investment Management
193
T. Rowe Price Investment Management
Maryland
– -$4.12M -318,376 Closed
RC
194
Roubaix Capital
Colorado
– -$3.95M -305,312 Closed
First Trust Advisors
195
First Trust Advisors
Illinois
– -$2.01M -155,524 Closed
ECM
196
ExodusPoint Capital Management
New York
– -$1.2M -92,761 Closed
MA
197
MYDA Advisors
New York
– -$659K -51,000 Closed
HCM
198
Harspring Capital Management
New York
– -$584K -45,187 Closed
BFM
199
Boothbay Fund Management
New York
– -$581K -44,903 Closed
RAM
200
Readystate Asset Management
Illinois
– -$426K -32,921 Closed
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