ORIX

IX • NYSE

ORIX is a publicly traded company on NYSE. As of Q3 2025, 197 institutional investors hold shares in this company, with total holdings valued at $619.0M. MORGAN STANLEY is the largest holder with a position valued at $131.7M.

Employees51.6K

Websiteorix.co.jp

Overview

Overview of institutional ownership in IX as of Q3 2025

All Institutions

Institutions: 197
Value Held: $619.0M
Shares Held: 23.7M
Avg Position: $3.1M
Median Position: $341.6K

Hedge Funds

Hedge Funds: 10
Value Held: $37.5M
Shares Held: 1.4M
Avg Position: $3.7M
Median Position: $1.4M

Biggest Investors

Institutions with the largest positions in IX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$131.7M 0.01% of portfolio	0.00% 5.0M shares	Q4 2022 Held for 2y 11m	$1.65T
FMR LLC Institution	-	$128.2M 0.01% of portfolio	0.00% 4.9M shares	Q4 2022 Held for 2y 11m	$1.92T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$62.0M 0.00% of portfolio	0.00% 2.4M shares	Q4 2022 Held for 2y 11m	$1.33T
TODD ASSET MANAGEMENT LLC Long Only Manager	Curtiss Miller Scott President	$48.2M 0.98% of portfolio	0.00% 1.8M shares	Q4 2022 Held for 2y 11m	$4.9B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$28.5M 0.00% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 2y 11m	$782.01B
B BlackRock, Inc. Institution	-	$24.4M 0.00% of portfolio	0.00% 934.4K shares	Q4 2022 Held for 2y 11m	$5.67T
A AMERICAN CENTURY COMPANIES INC Institution	-	$16.7M 0.01% of portfolio	0.00% 639.3K shares	Q4 2022 Held for 2y 11m	$195.93B
Quantinno Capital Management LP Hedge Fund•Market Neutral	Hoon Nmn Kim CIO	$16.4M 0.04% of portfolio	0.00% 628.1K shares	Q2 2024 Held for 1y 5m	$36.6B
E EAGLE GLOBAL ADVISORS LLC Hedge Fund•Multi-Strategy	John Fernando Gualy Managing Partner	$8.2M 0.32% of portfolio	0.00% 314.9K shares	Q4 2022 Held for 2y 11m	$2.6B
Henry James International Management Inc. Long Only Manager	James Henry O'Leary CEO	$6.3M 2.31% of portfolio	0.00% 239.5K shares	Q4 2022 Held for 2y 11m	$271.0M

Net Capital Flow

Institutional buying and selling activity for IX in Q3 2025

Traded: +$8.4M
Buyers: 115
Sellers: 64
Total Bought: +$52.0M
Total Sold: −$43.6M
Avg Position: $2.8M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$19.7M +753.9K shares	$128.2M 4.9M shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$3.8M +146.8K shares	$16.4M 628.1K shares
TODD ASSET MANAGEMENT LLC Long Only Manager	+$2.8M +105.8K shares	$48.2M 1.8M shares
A AMERICAN CENTURY COMPANIES INC Institution	+$2.5M +95.8K shares	$16.7M 639.3K shares
AlphaCore Capital LLC Real Assets	+$2.0M +76.5K shares	$2.0M 77.7K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$1.7M +65.8K shares	$5.7M 219.1K shares
C Capitolis Liquid Global Markets LLC Private Equity	+$1.7M +64.9K shares	$1.7M 64.9K shares
B BlackRock, Inc. Institution	+$1.5M +57.9K shares	$24.4M 934.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.4M +52.5K shares	$1.4M 52.5K shares
V Vise Technologies, Inc. Institution	+$901.3K +34.5K shares	$1.0M 40.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLS FARGO & COMPANY/MN Institution	−$15.6M −598.3K shares	$3.3M 125.1K shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$5.4M −208.2K shares	$675.4K 26.2K shares
QRG CAPITAL MANAGEMENT, INC. Long Only Manager	−$3.5M −134.2K shares	$3.0M 116.0K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	−$2.9M −112.8K shares	$1.7M 65.2K shares
R RMB Capital Management, LLC RIA/Wealth	−$1.4M −61.8K shares	Sold Off 0 shares
N NATIONAL BANK OF CANADA /FI/ Institution	−$1.3M −56.0K shares	Sold Off 0 shares
WHITTIER TRUST CO RIA/Wealth	−$1.3M −55.9K shares	Sold Off 0 shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	−$1.0M −38.4K shares	$1.3M 51.6K shares
Boston Common Asset Management, LLC Long Only Manager	−$902.1K −34.5K shares	$6.1M 235.1K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$815.4K −31.2K shares	$5.4M 205.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IX in Q3 2025

New Positions: 25
New Value: $5.1M
Exited Positions: 21
Exited Value: $8.7M

New Positions

Institution	Position Value
C Capitolis Liquid Global Markets LLC Private Equity	$1.7M 64.9K shares
Dynasty Wealth Management, LLC Fund of Funds	$614.9K 23.5K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$575.1K 23.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$495.2K 19.0K shares
Cetera Investment Advisers RIA/Wealth	$361.0K 13.8K shares
X XTX Topco Ltd Institution	$319.8K 12.2K shares
H HB Wealth Management, LLC Institution	$294.2K 11.3K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$249.7K 9.6K shares
B Brevan Howard Capital Management LP Institution	$229.7K 8.8K shares
S SAGE RHINO CAPITAL LLC RIA/Wealth	$211.0K 8.1K shares

Exited Positions

Institution	Previous Position
R RMB Capital Management, LLC RIA/Wealth	$1.4M 61.8K shares
N NATIONAL BANK OF CANADA /FI/ Institution	$1.3M 56.0K shares
WHITTIER TRUST CO RIA/Wealth	$1.3M 55.9K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$731.3K 32.5K shares
Soundwatch Capital LLC ETF Provider	$674.2K 1.1K shares
Q Qube Research & Technologies Ltd Institution	$630.6K 28.0K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$536.8K 23.8K shares
WHITTIER TRUST CO OF NEVADA INC RIA/Wealth	$507.3K 22.5K shares
Y Y-Intercept Ltd Institution	$489.5K 21.7K shares
Massey, Quick & Co., LLC RIA/Wealth	$337.7K 15.0K shares

Options Activity

Institutions with the largest Call and Put options positions in IX as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Henry James International Management Inc. Long Only Manager	James Henry O'Leary CEO	2.31% $6.3M	0.00% 239.5K shares	Q4 2022 Held for 2y 11m	$271.0M
A Ativo Capital Management LLC Long Only Manager	Ricardo Bekin CEO	1.78% $1.4M	0.00% 54.6K shares	Q4 2022 Held for 2y 11m	$80.0M
TODD ASSET MANAGEMENT LLC Long Only Manager	Curtiss Miller Scott President	0.98% $48.2M	0.00% 1.8M shares	Q4 2022 Held for 2y 11m	$4.9B
Gilman Hill Asset Management, LLC RIA/Wealth	Jenny Vanleeuwen Harrington CEO	0.80% $5.1M	0.00% 196.9K shares	Q4 2022 Held for 2y 11m	$646.5M
P PARADIGM ASSET MANAGEMENT CO LLC Long Only Manager	James Eric Francis CEO	0.77% $2.2M	0.00% 83.7K shares	Q4 2022 Held for 2y 11m	$282.6M
Boston Common Asset Management, LLC Long Only Manager	Kristina Ingrid Eisnor CCO	0.36% $6.1M	0.00% 235.1K shares	Q4 2024 Held for 11 months	$1.7B
E EAGLE GLOBAL ADVISORS LLC Hedge Fund•Multi-Strategy	John Fernando Gualy Managing Partner	0.32% $8.2M	0.00% 314.9K shares	Q4 2022 Held for 2y 11m	$2.6B
Plan A Wealth LLC RIA/Wealth	Ronald Wallace Anderson Managing Partner	0.31% $598.7K	0.00% 22.9K shares	Q2 2025 Held for 5 months	$196.2M
Investment Research Partners LLC Hedge Fund•Multi-Strategy	Martin Anthony Wildy Founder	0.26% $575.1K	0.00% 23.7K shares	Q3 2025 Held for 2 months	$222.3M
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC RIA/Wealth	Scott Richard Brown Managing Partner	0.23% $1.7M	0.00% 66.6K shares	Q4 2024 Held for 11 months	$761.3M

Hedge Fund Spotlight

Discover hedge funds investing in IX

ARROWSTREET CAPITAL LIMITED PARTNERSHIP

Hedge Fund • Quant

Portfolio ManagerAnthony Ryan

Portfolio Value: $158.92B
Positions: 1,827
Last Reported: Q3 2025

Sector Allocation

Position in ORIX

Market Value: $5.4M
Shares Held: 205.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$7.2B	4.51%
2 Microsoft MSFT	Software - Infrastructure Technology	$6.5B	4.11%
3 Nvidia NVDA	Semiconductors Technology	$4.8B	3.02%