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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
2476
High Net Worth Advisory Group
Florida
$362K – – –
WR
2477
WD Rutherford
Oregon
$362K +$37.3K +219 +12%
BSB
2478
Bangor Savings Bank
Maine
$361K +$87.4K +513 +32%
VAM
2479
Verity Asset Management
North Carolina
$361K -$444K -2,599 -55%
KFS
2480
Kurt F. Somerville
$361K -$4.26K -25 -1%
JWS
2481
Juncture Wealth Strategies
Arizona
$361K +$3.92K +23 +1%
EW
2482
Element Wealth
Mississippi
$360K +$26.7K +157 +8%
TCOTS
2483
Trust Company of the South
North Carolina
$360K – – –
SWG
2484
Summit Wealth Group
Vermont
$360K – – –
DCM
2485
Dudley Capital Management
Virginia
$359K +$42.6K +250 +13%
VP
2486
Verum Partners
North Carolina
$359K +$6.82K +40 +2%
WWP
2487
WR Wealth Planners
Missouri
$359K +$39.5K +232 +12%
CL
2488
CIM LLC
New York
$359K – – –
OKSA
2489
O'Keefe Stevens Advisory
New York
$358K +$22K +129 +7%
VFG
2490
V2 Financial group
Illinois
$358K – – –
BPWM
2491
Black Point Wealth Management
Florida
$358K – – –
THCM
2492
Taylor Hoffman Capital Management
Virginia
$358K +$358K +2,132 New
VC
2493
Vicus Capital
Pennsylvania
$357K -$362K -2,126 -50%
SL
2494
Sentry LLC
Tennessee
$356K – – –
KFS
2495
Kaizen Financial Strategies
California
$355K – – –
GCM
2496
Graham Capital Management
Connecticut
$354K +$354K +2,075 New
CNTOF
2497
Canandaigua National Trust of Florida
New York
$353K +$353K +2,074 New
BPAMU
2498
BTG Pactual Asset Management US
New York
$352K +$235K +1,382 +201%
SF
2499
SWP Financial
California
$352K – – –
TW
2500
Traveka Wealth
California
$352K +$22.5K +132 +7%
98 99
100
101 102