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Oracle
ORCL

2,529 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08% → 42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 157 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,564 → 2,529 (-35)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136 → 108 (-28)

Holders
2,529
Holders Change
-35
Holders Change %
-1.37%
% of All Funds
40.13%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
157
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$936M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$913M
3
DZ Bank
DZ Bank
Germany
+$638M
4
JP Morgan Chase
JP Morgan Chase
New York
+$548M
5
Amundi
Amundi
France
+$242M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$461M
2
Harris Associates
Harris Associates
Illinois
-$428M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$415M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$296M
5
Coatue Management
Coatue Management
New York
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2526
Winch Advisory Services
Wisconsin
$2K – – –
BCM
2527
Bourgeon Capital Management
Connecticut
$1.06K – – –
WA
2528
WestEnd Advisors
North Carolina
$953 +$1.04K +9 New
GA
2529
GoalVest Advisory
New York
$847 +$926 +8 New
ACM
2530
Antonetti Capital Management
Florida
$636 -$463 -4 -40%
FGAM
2531
Financial Gravity Asset Management
Texas
$591 -$13.1K -113 -95%
TWP
2532
TFO Wealth Partners
Ohio
$476 +$116 +1 +33%
Artisan Partners
2533
Artisan Partners
Wisconsin
– -$98.3M -825,651 Closed
Twin Tree Management
2534
Twin Tree Management
Texas
– -$60.1M -518,948 Closed
CCM
2535
Candlestick Capital Management
Connecticut
– -$60.9M -511,664 Closed
Voloridge Investment Management
2536
Voloridge Investment Management
Florida
– -$46.3M -388,482 Closed
WMSA
2537
Weiss Multi-Strategy Advisers
New York
– -$42.3M -354,773 Closed
OCM
2538
Oribel Capital Management
New York
– -$40.7M -341,400 Closed
DFO
2539
Duquesne Family Office
New York
– -$32.3M -271,265 Closed
PMEF
2540
Point72 Middle East FZE
United Arab Emirates
– -$19.2M -165,535 Closed
SVI
2541
Strategic Vision Investment
Hong Kong
– -$16.7M -140,200 Closed
BCM
2542
Barometer Capital Management
Ontario, Canada
– -$16.1M -135,610 Closed
KHCM
2543
Kettle Hill Capital Management
New York
– -$15.2M -127,388 Closed
CF
2544
Canoe Financial
Alberta, Canada
– -$14.6M -122,226 Closed
QC
2545
Quadrature Capital
United Kingdom
– -$13M -109,052 Closed
BL
2546
BWCP LP
Texas
– -$12.2M -102,590 Closed
BC
2547
Brookfield Corp
Ontario, Canada
– -$10.6M -88,831 Closed
BFM
2548
Boothbay Fund Management
New York
– -$10.1M -84,855 Closed
HF
2549
HRT Financial
New York
– -$9.42M -81,372 Closed
V
2550
Veritable
Delaware
– -$8.53M -71,643 Closed
100 101
102
103 104

ORCL Hedge Fund Activity: Q3 2023 in Review

2,529 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 157 opened new positions — a net loss of 6 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,529 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,564 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 157 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -6 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.