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Oracle

3,560 hedge funds and large institutions have $270B invested in Oracle in 2025 Q2 according to their latest regulatory filings, with 532 funds opening new positions, 1,346 increasing their positions, 1,266 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,560
Holders Change
+359
Holders Change %
+11.22%
% of All Funds
47.71%
Holding in Top 10
231
Holding in Top 10 Change
+132
Holding in Top 10 Change %
+133.33%
% of All Funds
3.1%
New
532
Increased
1,346
Reduced
1,266
Closed
112
Calls
$9.16B
Puts
$7.4B
Net Calls
+$1.76B
Net Calls Change
+$2.04B
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
2551
Spartan Planning & Wealth Management
North Carolina
$550K +$144K +658 +35%
NEWAS
2552
N.E.W. Advisory Services
Wisconsin
$549K -$225K -1,030 -29%
WWM
2553
Whalen Wealth Management
Nevada
$549K -$186K -850 -25%
WCM
2554
Washington Capital Management
Washington
$547K
DWA
2555
Delos Wealth Advisors
Texas
$547K
TCM
2556
Towercrest Capital Management
Pennsylvania
$546K
FF
2557
Foronjy Financial
California
$545K +$545K +2,492 New
RWM
2558
RKL Wealth Management
Pennsylvania
$545K -$17.7K -81 -3%
AIFAIM
2559
American Institute for Advanced Investment Management
Arizona
$544K
ACM
2560
AlphaStar Capital Management
North Carolina
$544K -$4.39M -20,069 -89%
4A
2561
4Wealth Advisors
Illinois
$543K -$10.1K -46 -2%
OP
2562
ORG Partners
Indiana
$540K -$1.03M -4,700 -66%
AFW
2563
Avantra Family Wealth
Pennsylvania
$540K +$219 +1 +0%
SC
2564
Summa Corp
Texas
$540K
HAM
2565
Hickory Asset Management
Ohio
$538K +$12.7K +58 +2%
SFA
2566
Souders Financial Advisors
Ohio
$537K +$126K +575 +31%
BWM
2567
BlackDiamond Wealth Management
New York
$536K +$18K +82 +3%
BFC
2568
Blue Fin Capital
Rhode Island
$536K +$536K +2,451 New
HWM
2569
Horizon Wealth Management
Illinois
$536K -$31.5K -144 -6%
AWM
2570
Ameliora Wealth Management
Switzerland
$535K +$288K +1,319 +117%
PAMG
2571
Patton Albertson Miller Group
Tennessee
$534K +$48.1K +220 +10%
LSC
2572
Lesa Sroufe & Co
Washington
$534K -$31.7K -145 -6%
TF
2573
Tandem Financial
Colorado
$533K -$9.4K -43 -2%
HIA
2574
HTG Investment Advisors
Connecticut
$532K -$39.3K -180 -7%
GA
2575
GSG Advisors
New Jersey
$531K +$11.4K +52 +2%