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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 %
WLPWM
2501
Walled Lake Planning & Wealth Management
Illinois
$351K +$511 +3 +0.1%
KWS
2502
Keystone Wealth Services
California
$348K +$27.3K +160 +8%
AWAG
2503
ARS Wealth Advisors Group
Florida
$348K -$9.03K -53 -3%
WJA
2504
Willis Johnson & Associates
Texas
$347K -$8.35K -49 -2%
AIP
2505
Almanack Investment Partners
Pennsylvania
$347K +$42.6K +250 +14%
KPPF
2506
Klein Pavlis & Peasley Financial
California
$346K -$11.9K -70 -3%
DIP
2507
DT Investment Partners
Pennsylvania
$345K +$43.5K +255 +14%
EGA
2508
Eagle Global Advisors
Texas
$344K – – –
LC
2509
Lincoln Capital
Nebraska
$344K -$6.3K -37 -2%
CCP
2510
Clarity Capital Partners
California
$342K +$44.6K +262 +15%
DA
2511
DSC Advisors
Illinois
$341K -$24.7K -145 -7%
BP
2512
Broadleaf Partners
Ohio
$341K – – –
PVM
2513
Palogic Value Management
Texas
$341K – – –
TPWA
2514
TRUE Private Wealth Advisors
Oregon
$341K -$806K -4,730 -70%
AIC
2515
Archer Investment Corporation
Indiana
$340K – – –
SXL
2516
Summit X LLC
Missouri
$339K -$134K -950 -28%
HI
2517
Harper Investing
California
$339K +$339K +1,987 New
HDIM
2518
Hanson & Doremus Investment Management
Vermont
$337K -$34.1K -200 -9%
BSAM
2519
Blue Square Asset Management
New York
$337K – – –
CFGA
2520
Cambridge Financial Group (Arizona)
Arizona
$336K +$32.7K +192 +11%
BOSSRA
2521
B.O.S.S. Retirement Advisors
Utah
$336K -$2.56K -15 -0.8%
OWM
2522
Opes Wealth Management
California
$334K -$12.1K -71 -3%
CFS
2523
CRA Financial Services
New Jersey
$334K -$18.6K -109 -5%
SIAG
2524
Safeguard Investment Advisory Group
California
$334K +$40.7K +239 +14%
MWM
2525
MinichMacGregor Wealth Management
New York
$334K +$334K +1,961 New
99 100
101
102 103