ORCL icon

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 %
CM
2576
Columbus Macro
Pennsylvania
$312K -$14.8K -86 -5%
WCFA
2577
Walkner Condon Financial Advisors
Wisconsin
$311K +$13K +76 +4%
NB
2578
Northwest Bancshares
Pennsylvania
$310K -$34.1K -200 -10%
JPWM
2579
Jamison Private Wealth Management
Georgia
$309K +$50.6K +297 +20%
EBSAM
2580
Eubel Brady & Suttman Asset Management
Ohio
$307K – – –
HI
2581
Humankind Investments
New York
$307K -$17.2K -101 -5%
PRI
2582
Prepared Retirement Institute
Pennsylvania
$307K – – –
MWA
2583
MFA Wealth Advisors
Pennsylvania
$307K – – –
BDFN
2584
Bond & Devick Financial Network
Minnesota
$307K – – –
SFG
2585
Sunburst Financial Group
Alabama
$306K – – –
PCS
2586
Private Client Services
Kentucky
$306K +$27.9K +164 +10%
HI
2587
Human Investing
Oregon
$306K – – –
MCC
2588
Money Concepts Capital
Florida
$305K +$170 +1 +0.1%
HCM
2589
Hengehold Capital Management
Ohio
$304K +$43.6K +256 +17%
PIA
2590
Petredis Investment Advisors
Pennsylvania
$303K – – –
SL
2591
SWMG LLC
Texas
$302K +$1.52K +8 +0.5%
CSWM
2592
Cassady Schiller Wealth Management
Ohio
$301K – – –
JPG
2593
Jordan Park Group
California
$301K +$301K +1,764 New
MWA
2594
MN Wealth Advisors
Kansas
$300K -$20.6K -121 -6%
GCP
2595
Gill Capital Partners
Colorado
$299K +$299K +1,755 New
VI
2596
Versor Investments
New York
$298K -$625K -3,669 -68%
OPOWM
2597
One Plus One Wealth Management
Florida
$298K – – –
LIG
2598
Lokken Investment Group
Delaware
$297K +$3.75K +22 +1%
DFA
2599
DHJJ Financial Advisors
Illinois
$297K – – –
SCI
2600
Silver Coast Investments
United States
$296K -$57.6K -338 -16%
102 103
104
105 106