Orix Corp (IX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Orix Corp (IX) following the 2026 Q1 hedge fund 13F filings?

As of today, IX has moved +7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), IX gained +34.6% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Orix Corp (IX)

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

Smart Money Signals — IX

Based on 278 hedge funds · latest filing: 2026 Q1 · 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

278 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 — +48% more funds vs a year ago

fund count last 6Q

+90 new funds entered over the past year (+48% 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 — 78% buying

195 buying54 selling

Last quarter: 195 funds were net buyers (65 opened a brand new position + 130 added to an existing one). Only 54 were sellers (31 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new IX position: 38 → 35 → 55 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 22% medium ■ 30% new

134 out of 278 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.

🚀

Acceleration phase — new buyers rushing in

27 → 38 → 35 → 55 → 65 new funds/Q

New funds entering each quarter: 38 → 35 → 55 → 65. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 12% 1-2yr ■ 35% new

Of 278 current holders: 150 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

35 of 278 holders are among the 100 largest funds by AUM, controlling 65% 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	275	236	16.53%
13F Shares	34M	27M	25.33%
Total Value	$947M	$760M	24.59%
New Positions	63	55	+8
Increased Positions	129	88	+41
Closed Positions	24	29	-5
Reduced Positions	31	52	-21
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

275

236

16.53%

13F Shares

34M

27M

25.33%

Total Value

$947M

$760M

24.59%

New Positions

Increased Positions

129

+41

Closed Positions

-5

Reduced Positions

-21

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

275 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ativo Capital Management LLC	1.33%	51,149	$1.5M
2	Henry James International Management Inc.	1.21%	111,455	$3.3M
3	Todd Asset Management LLC	1.08%	1,840,058	$55.2M
4	Gilman Hill Asset Management, LLC	0.92%	203,157	$6.1M
5	JMN Financial LLC	0.50%	16,815	$504K
6	Paradigm Asset Management Co LLC	0.47%	66,400	$2.0M
7	Eagle Global Advisors LLC	0.36%	335,378	$10.1M
8	Plan A Wealth LLC	0.36%	25,200	$756K
9	Boston Common Asset Management, LLC	0.34%	175,172	$5.3M
10	Cullen Capital Management, LLC	0.33%	1,080,361	$32.4M
11	DGS Capital Management, LLC	0.32%	64,937	$1.9M
12	Investment Research Partners LLC	0.30%	24,824	$744K
13	Palladiem, LLC	0.26%	8,957	$277K
14	Tred Avon Family Wealth, LLC	0.25%	25,190	$755K
15	Naples Global Advisors, LLC	0.21%	93,267	$2.8M
16	Calamos Wealth Management LLC	0.17%	163,340	$4.9M
17	First Affirmative Financial Network	0.16%	13,077	$342K
18	Strategic Global Advisors, LLC	0.16%	32,828	$985K
19	BTC Capital Management, Inc.	0.11%	52,285	$1.6M
20	Brown Financial Advisors	0.09%	8,322	$250K
21	Gradient Investments LLC	0.07%	157,454	$4.7M
22	Abel Hall, LLC	0.07%	11,447	$343K
23	Callan Family Office, LLC	0.07%	104,038	$3.1M
24	Net Worth Advisory Group	0.07%	11,081	$332K
25	Crossmark Global Holdings, Inc.	0.06%	144,236	$4.3M

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 — 78% buying: Last quarter: 195 funds were net buyers (65 opened a brand new position + 130 added to an existing one). Only 54 were sellers (31 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IX holders?

Elite ownership — 65% AUM from top-100 funds: 35 of 278 holders are among the 100 largest funds by AUM, controlling 65% 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?

48% of holders stayed for 2+ years: 134 out of 278 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.

Is it too late to buy Orix Corp (IX) following the 2026 Q1 hedge fund 13F filings?

As of today, IX has moved +7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), IX has gained +34.6% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — +48% more funds vs a year ago

More buyers than sellers — 78% buying

More new buyers each quarter (+10 vs last Q)

48% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 54% of holders stayed 2+ years

Elite ownership — 65% 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

Is It Too Late to Buy Orix Corp (IX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IX

Statistics: IX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Orix Corp (IX)

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