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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 %
PWM
2601
Power Wealth Management
Georgia
$296K +$15.5K +91 +6%
CPSC
2602
Carl P. Sherr & Co
Massachusetts
$295K – – –
PCM
2603
Pennsylvania Capital Management
Pennsylvania
$295K +$7.5K +44 +3%
FUBT
2604
First United Bank & Trust
Maryland
$295K -$84.2K -494 -22%
ORI
2605
Oak Ridge Investments
Illinois
$295K +$11.1K +65 +4%
CAM
2606
Clark Asset Management
New Hampshire
$295K +$295K +1,729 New
KCM
2607
Kendall Capital Management
Maryland
$294K -$10.2K -60 -3%
Flossbach Von Storch
2608
Flossbach Von Storch
Germany
$293K – – –
WGAM
2609
Wilkinson Global Asset Management
New York
$293K – – –
CC
2610
Centiva Capital
New York
$292K -$54.2K -318 -16%
AIM
2611
Acropolis Investment Management
Missouri
$292K +$57.1K +335 +24%
PSP
2612
Principal Street Partners
Tennessee
$292K +$41.9K +274 +17%
MSG
2613
Main Street Group
Virginia
$291K -$2.73K -16 -0.9%
SEEDPG
2614
S.E.E.D. Planning Group
New York
$291K +$33.9K +199 +13%
GHA
2615
Granite Harbor Advisors
Texas
$291K +$45.2K +265 +18%
PFA
2616
Professional Financial Advisors
Nebraska
$291K +$852 +5 +0.3%
FWM
2617
Fingerlakes Wealth Management
New York
$291K +$852 +5 +0.3%
JIP
2618
Jaffetilchin Investment Partners
Florida
$291K -$32.9K -193 -10%
AIA
2619
Allied Investment Advisors
Montana
$291K – – –
TPW
2620
TL Private Wealth
Texas
$291K +$15.3K +90 +6%
UWPG
2621
Ullmann Wealth Partners Group
Florida
$290K -$40.2K -236 -12%
SCA
2622
St. Clair Advisors
Ohio
$290K – – –
PWA
2623
Physician Wealth Advisors
Utah
$290K – – –
MIM
2624
MTM Investment Management
South Carolina
$289K – – –
HBT
2625
Heartland Bank & Trust
Illinois
$289K – – –
103 104
105
106 107