Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORIX CORP (IX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — IX

Based on 227 hedge funds · latest filing: 2025 Q4 · 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
227 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 — +30% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+30% 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 — 64% buying

141 buying78 selling
Last quarter: 141 funds were net buyers (54 opened a brand new position + 87 added to an existing one). Only 78 were sellers (49 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new IX position: 24 → 36 → 34 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 25% new
120 out of 227 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.
📈

Growing discovery — still being found

27 → 24 → 36 → 34 → 54 new funds/Q
New funds entering each quarter: 24 → 36 → 34 → 54. A growing number of institutions are discovering IX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 11% 1-2yr ■ 33% new
Of 227 current holders: 129 (57%) 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 — 66% AUM from top-100 funds

66% from top-100 AUM funds
24 of 227 holders are among the 100 largest funds by AUM, controlling 66% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: IX

How many hedge funds hold IX — quarterly history vs. share price
Quarterly hedge fund ownership of IX vs. share price

Market Analysis: IX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: IX
2026 Q1 Stats Unlock in 17 days 227 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 227 202 12.38%
13F Shares 26M 24M 6.27%
Total Value $757M $629M 20.39%
New Positions 54 34 +20
Increased Positions 87 84 +3
Closed Positions 29 24 +5
Reduced Positions 49 45 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

227 + investors

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

Top 25 institutional holders of IX — 2025 Q4 · 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 Gilman Hill Asset Management, LLC 0.92% 203,157 $6.1M
4 Lester Murray Antman dba SimplyRich 0.49% 63,234 $2K
5 DGS Capital Management, LLC 0.32% 64,937 $1.9M
6 Investment Research Partners LLC 0.30% 24,824 $744K
7 TRED AVON FAMILY WEALTH, LLC 0.25% 25,190 $755K
8 NAPLES GLOBAL ADVISORS, LLC 0.21% 93,267 $2.8M
9 BTC Capital Management, Inc. 0.11% 52,285 $1.6M
10 Gradient Investments LLC 0.07% 157,454 $4.7M
11 Abel Hall, LLC 0.07% 11,447 $343K
12 Versant Capital Management, Inc 0.06% 21,136 $634K
13 Naviter Wealth, LLC 0.06% 16,248 $487K
14 Optas, LLC 0.06% 12,831 $385K
15 Aaron Wealth Advisors LLC 0.06% 34,001 $1.0M
16 OPPENHEIMER ASSET MANAGEMENT INC. 0.05% 160,542 $4.8M
17 Kathmere Capital Management, LLC 0.05% 29,705 $891K
18 RITHOLTZ WEALTH MANAGEMENT 0.05% 104,097 $3.1M
19 Cromwell Holdings LLC 0.05% 3,050 $91K
20 EWA, LLC 0.05% 6,984 $209K
21 QRG CAPITAL MANAGEMENT, INC. 0.05% 153,303 $4.6M
22 SAGE RHINO CAPITAL LLC 0.04% 7,805 $234K
23 Vise Technologies, Inc. 0.04% 66,989 $2.0M
24 Ares Financial Consulting, LLC 0.04% 1,490 $45K
25 Hardy Reed LLC 0.03% 14,335 $430K
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 — 64% buying: Last quarter: 141 funds were net buyers (54 opened a brand new position + 87 added to an existing one). Only 78 were sellers (49 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IX holders?

Elite ownership — 66% AUM from top-100 funds: 24 of 227 holders are among the 100 largest funds by AUM, controlling 66% 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?

53% of holders stayed for 2+ years: 120 out of 227 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.