Orion
OEC
177 hedge funds and large institutions have $395M invested in Orion in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 57 reducing their positions, and 36 closing their positions.
787% more call options, than puts
Call options by funds: $5.65M | Put options by funds: $637K
37% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 57
0.51% less ownership
Funds ownership: 93.23% → 92.72% (-0.51%)
7% less funds holding
Funds holding: 191 → 177 (-14)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
28% less capital invested
Capital invested by funds: $550M → $395M (-$156M)
39% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Medina Value Partners
Los Angeles,
California
|
+$8.89M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$3.85M |
| 3 |
D.E. Shaw & Co
New York
|
+$3.44M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$2.81M |
| 5 |
AI
Atom Investors
Austin,
Texas
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPMG
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
-$11M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$6.64M |
| 3 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
-$4.73M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$4.04M |
| 5 |
Millennium Management
New York
|
-$3.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
ProShare Advisors
Bethesda,
Maryland
| – | -$119K | -11,377 | Closed |
|
|
PD
202
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$14.1K | -1,348 | Closed |
|
|
PHK
203
Point72 Hong Kong
Hong Kong
| – | -$5.86K | -559 | Closed |
|
|
PA
204
Parallel Advisors
San Francisco,
California
| – | -$3.27K | -312 | Closed |
|
|
BFP
205
Briaud Financial Planning
College Station,
Texas
| – | -$2K | -282 | Closed |
|
|
PFBT
206
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.36K | -130 | Closed |
|
|
SAM
207
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$1.39K | -130 | Closed |
|
|
RIL
208
Rothschild Investment LLC
Chicago,
Illinois
| – | -$1.1K | -105 | Closed |
|
|
MCM
209
MAI Capital Management
Independence,
Ohio
| – | -$735 | -70 | Closed |
|
|
AAS
210
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$598 | -57 | Closed |
|
|
GC
211
Garde Capital
Seattle,
Washington
| – | -$53 | -5 | Closed |
|
|
LFG
212
Larson Financial Group
St Louis,
Missouri
| – | -$52 | -5 | Closed |
|
213
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$10 | -1 | Closed |
|
OEC Hedge Fund Activity: Q3 2025 in Review
177 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2025, worth a combined $395M — down 28% from $550M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of OEC and 22 opened new positions — a net loss of 14 holders — while 57 trimmed existing stakes and 78 added.
The largest buyer was Medina Value Partners, adding an estimated $8.89M. The largest seller was Minneapolis Portfolio Management Group, cutting an estimated $11M.
- 177 institutional investors held Orion (OEC) as of Q3 2025, down from 191 in Q2 2025.
- Funds reported $395M of Orion stock for Q3 2025, down 28% quarter-over-quarter.
- 22 funds opened new Orion positions in Q3 2025 and 36 closed out, a net change of -14 holders.
- The largest Orion buyer in Q3 2025 was Medina Value Partners, an estimated $8.89M added.
- The largest Orion seller in Q3 2025 was Minneapolis Portfolio Management Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2025.