Orix Corp (IX) Hedge Fund Ownership (Q2 2026)

Orix Corp (IX)

313 + Investors. Track Smart Money conviction in IX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IX

Based on 313 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added IX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

313 hedge funds hold IX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +53% more funds vs a year ago

fund count last 6Q

+109 new funds entered over the past year (+53% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 71% buying

206 buying86 selling

Last quarter: 206 funds were net buyers (65 opened a brand new position + 141 added to an existing one). Only 86 were sellers (54 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~65 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 35 → 55 → 66 → 65. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 20% medium ■ 33% new

145 out of 313 hedge funds have held IX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +40% but shares only +11% — price-driven

Value

+39%

+10%

Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

39 → 35 → 55 → 66 → 65 new funds/Q

New funds entering each quarter: 35 → 55 → 66 → 65. A growing number of institutions are discovering IX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 52% veterans vs 37% newcomers

■ 52% veterans ■ 11% 1-2yr ■ 37% new

Entry-cohort mix of 313 holders: 163 (52%) are 2+ year veterans, 35 entered 1–2 years ago, and 115 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds

37 of 313 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in IX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	313	280	11.79%
13F Shares	37M	34M	10.51%
Total Value	$1.33B	$950M	39.93%
New Positions	65	66	-1
Increased Positions	141	130	+11
Closed Positions	32	23	+9
Reduced Positions	54	31	+23
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

313

280

11.79%

13F Shares

37M

34M

10.51%

Total Value

$1.33B

$950M

39.93%

New Positions

-1

Increased Positions

141

130

+11

Closed Positions

Reduced Positions

+23

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

313 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ativo Capital Management LLC	1.49%	51,144	$1.9M
2	Todd Asset Management LLC	1.23%	1,822,511	$69.3M
3	Gilman Hill Asset Management, LLC	1.04%	199,365	$7.6M
4	OneAscent Investment Solutions LLC	1.01%	27,978	$1.1M
5	Henry James International Management Inc.	1.00%	88,169	$3.4M
6	Paradigm Asset Management Co LLC	0.54%	66,400	$2.5M
7	Cullen Capital Management, LLC	0.46%	1,220,846	$46.4M
8	Plan A Wealth LLC	0.44%	27,237	$1.0M
9	JMN Financial LLC	0.44%	14,898	$567K
10	Eagle Global Advisors LLC	0.44%	348,148	$13.2M
11	Boston Common Asset Management, LLC	0.37%	165,949	$6.3M
12	Investment Research Partners LLC	0.35%	27,303	$1.0M
13	Palladiem, LLC	0.32%	8,568	$326K
14	Tred Avon Family Wealth, LLC	0.28%	24,015	$914K
15	BTC Capital Management, Inc.	0.25%	106,698	$4.1M
16	Naples Global Advisors, LLC	0.22%	93,617	$3.6M
17	Calamos Wealth Management LLC	0.21%	181,922	$6.9M
18	Curi Capital, LLC	0.13%	219,971	$8.3M
19	Net Worth Advisory Group	0.11%	11,034	$420K
20	SmartHarvest Portfolios, LLC	0.09%	7,646	$291K
21	Promethos Capital, LLC	0.09%	9,070	$345K
22	Basecamp Wealth Advisors LLC	0.09%	12,647	$481K
23	Gradient Investments LLC	0.09%	165,151	$6.3M
24	Baron Wealth Management LLC	0.08%	8,584	$327K
25	Callan Family Office, LLC	0.08%	105,134	$4.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Orix Corp (IX)

What does the Smart Money Trend signal show for IX?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IX?

More buyers than sellers — 71% buying: Last quarter: 206 funds were net buyers (65 opened a brand new position + 141 added to an existing one). Only 86 were sellers (54 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IX holders?

Elite ownership — 68% AUM from top-100 funds: 37 of 313 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in IX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IX?

46% of holders stayed for 2+ years: 145 out of 313 hedge funds have held IX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Orix Corp (IX)

Smart Money Signals — IX

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +53% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~65 new funds per quarter

46% of holders stayed for 2+ years

Value +40% but shares only +11% — price-driven

Growing discovery — still being found

Veteran-anchored — 52% veterans vs 37% newcomers

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — IX

Hedge Fund Ownership: IX

Market Analysis: IX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IX

Hedge Fund Positioning: IX

Statistics: IX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Orix Corp (IX)

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