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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 %
BB
2526
Berkshire Bank
Massachusetts
$333K +$34.1K +200 +11%
CHA
2527
Cooper/Haims Advisors
New York
$333K +$2.39K +14 +0.7%
BIP
2528
Blue Investment Partners
California
$333K – – –
SWM
2529
Sterling Wealth Management
Illinois
$333K +$333K +1,952 New
FSC
2530
Full Sail Capital
Oklahoma
$332K -$94.1K -552 -22%
BRA
2531
Bender Robert & Associates
California
$332K +$332K +1,949 New
FFA
2532
Fi3 Financial Advisors
Indiana
$332K +$43.6K +256 +15%
JSAM
2533
J. Safra Asset Management
New York
$332K +$62.4K +370 +23%
DDC
2534
DF Dent & Co
Maryland
$331K – – –
BOPW
2535
Brandywine Oak Private Wealth
Pennsylvania
$329K -$341 -2 -0.1%
HGERS
2536
Householder Group Estate & Retirement Specialist
Arizona
$329K – – –
IAG
2537
Investment Advisory Group
Massachusetts
$329K +$37.3K +219 +13%
SIGI
2538
Susquehanna International Group (Ireland)
Ireland
$328K -$5.22M -30,631 -94%
WC
2539
Wexford Capital
Florida
$328K +$328K +1,922 New
PPW
2540
Presilium Private Wealth
Pennsylvania
$326K – – –
TCOK
2541
Trust Company of Kansas
Kansas
$326K – – –
RIG
2542
RiverFront Investment Group
Virginia
$326K +$326K +1,911 New
FWM
2543
FFT Wealth Management
Pennsylvania
$325K +$325K +1,909 New
FFL
2544
Financial Freedom LLC
Ohio
$325K +$341 +2 +0.1%
RCWM
2545
Royal Capital Wealth Management
Indiana
$325K – – –
SWM
2546
SilverOak Wealth Management
Minnesota
$324K -$8.52K -50 -3%
DWG
2547
Darden Wealth Group
Michigan
$324K – – –
PJSIMP
2548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K – – –
QL
2549
Quarry LP
New York
$324K +$310K +1,819 +2,274%
LFP
2550
Lakeshore Financial Planning
Michigan
$323K – – –
100 101
102
103 104