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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 %
TFGT
2626
TS Financial Group (TSFG)
Illinois
$288K -$4.6K -27 -2%
BWM
2627
Baron Wealth Management
Michigan
$288K -$36.1K -212 -11%
NQWM
2628
Northwest Quadrant Wealth Management
Oregon
$288K +$511 +3 +0.2%
GCA
2629
Genesee Capital Advisors
New York
$287K +$852 +5 +0.3%
ATC
2630
Advantage Trust Company
Kansas
$287K – – –
ASG
2631
Ariston Services Group
California
$287K – – –
VC
2632
Veracity Capital
Georgia
$286K -$36K -211 -11%
POIA
2633
Pin Oak Investment Advisors
Texas
$286K +$83.6K +492 +41%
KWAG
2634
Kiely Wealth Advisory Group
North Carolina
$286K – – –
GCM
2635
Gallacher Capital Management
Colorado
$285K -$6.13K -36 -2%
CA
2636
Carson Advisory
Georgia
$284K -$34.1K -200 -11%
W
2637
WorthPointe
California
$284K -$5.79K -34 -2%
HIS
2638
Harvest Investment Services
Illinois
$284K +$32.5K +191 +13%
TA
2639
TruWealth Advisors
Louisiana
$283K +$4.43K +26 +2%
CAM
2640
Cypress Asset Management
Texas
$282K +$55.4K +325 +24%
SDAM
2641
Shulman DeMeo Asset Management
New York
$281K +$170 +1 +0.1%
TFO
2642
Tarbox Family Office
California
$280K +$511 +3 +0.2%
RWM
2643
Revisor Wealth Management
Ohio
$280K +$8.01K +47 +3%
WIM
2644
WealthPlan Investment Management
Nebraska
$279K +$279K +1,638 New
AWA
2645
Aletheian Wealth Advisors
Washington
$279K -$1.52M -8,906 -84%
PA
2646
Pineridge Advisors
Missouri
$278K +$511 +3 +0.2%
AFIA
2647
America First Investment Advisors
Nebraska
$278K – – –
BBI
2648
Baxter Bros Inc
Connecticut
$278K – – –
1IA
2649
1620 Investment Advisors
Massachusetts
$278K -$87.6K -514 -24%
OBWG
2650
Onyx Bridge Wealth Group
New York
$277K +$277K +1,628 New
104 105
106
107 108