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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 %
PHWM
2551
Pine Harbor Wealth Management
Maryland
$323K – – –
AA
2552
AlphaMark Advisors
Kentucky
$323K -$33.9K -199 -9%
CWM
2553
Compass Wealth Management
Connecticut
$323K -$63.7K -374 -16%
MF
2554
Meridian Financial
Massachusetts
$323K – – –
LIA
2555
Lynx Investment Advisory
District of Columbia
$322K +$1.02K +6 +0.3%
TCM
2556
Triumph Capital Management
Colorado
$322K +$34.1K +200 +12%
GSIAS
2557
Garden State Investment Advisory Services
New Jersey
$322K +$17.2K +101 +6%
WA
2558
Wealthstream Advisors
New York
$321K +$29K +170 +10%
IFO
2559
Independent Family Office
New York
$321K – – –
LIM
2560
Letson Investment Management
Georgia
$318K – – –
FIM
2561
Fernwood Investment Management
Massachusetts
$318K -$34.1K -200 -10%
AWA
2562
Adapt Wealth Advisors
Georgia
$317K – – –
ACA
2563
Aspire Capital Advisors
Washington
$316K – – –
JJBC
2564
James J. Burns & Company
New York
$316K +$72.3K +423 +30%
HP
2565
Holistic Planning
Texas
$316K +$316K +1,853 New
PIAS
2566
PCA Investment Advisory Services
Ohio
$315K -$1.7K -10 -0.5%
CTI
2567
Community Trust & Investment
Kentucky
$315K +$17.2K +101 +6%
JGIA
2568
Jackson Grant Investment Advisers
Connecticut
$315K – – –
SN
2569
Sittner & Nelson
Oregon
$315K – – –
OCM
2570
Osterweis Capital Management
California
$314K – – –
FL
2571
Fort LP
Maryland
$314K -$25.2K -148 -7%
GWWM
2572
Great Waters Wealth Management
Minnesota
$313K +$341 +2 +0.1%
ACA
2573
Affinity Capital Advisors
California
$313K +$35.8K +210 +13%
GRA
2574
Golden Road Advisors
Florida
$312K -$3.92K -23 -1%
FDCP
2575
Foster Dykema Cabot & Partners
Massachusetts
$312K +$24K +141 +8%
101 102
103
104 105