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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 %
RK
2651
Rather & Kittrell
Tennessee
$277K +$3.24K +19 +1%
OHWP
2652
Oak Harbor Wealth Partners
North Carolina
$277K – – –
DIA
2653
Davidson Investment Advisors
Montana
$277K – – –
MM
2654
MQS Management
New York
$277K +$277K +1,625 New
DPI
2655
Diversified Portfolios Inc
Michigan
$277K +$1.19K +7 +0.4%
AP
2656
Adero Partners
California
$276K +$24.9K +146 +10%
MFFIA
2657
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$276K +$276K +1,622 New
CCA
2658
Carrera Capital Advisors
Michigan
$276K +$276K +1,620 New
FHC
2659
First Heartland Consultants
Missouri
$276K -$557K -3,271 -67%
SIA
2660
SGL Investment Advisors
Montana
$276K +$276K +1,475 New
CNWM
2661
Clay Northam Wealth Management
California
$276K +$5.45K +32 +2%
BWM
2662
BigSur Wealth Management
Florida
$275K -$12.8K -75 -4%
JWBC
2663
J.W. Burns & Co
New York
$275K – – –
MRCM
2664
M&R Capital Management
New Jersey
$275K +$5.11K +30 +2%
CCM
2665
Canal Capital Management
Virginia
$275K +$511 +3 +0.2%
CFFP
2666
Center for Financial Planning
Michigan
$274K – – –
FBFS
2667
First Business Financial Services
Wisconsin
$274K +$3.41K +20 +1%
SP
2668
Successful Portfolios
Florida
$274K – – –
PP
2669
Pingora Partners
Wyoming
$273K – – –
CYG
2670
Clean Yield Group
Vermont
$272K +$7.84K +46 +3%
TW
2671
Transform Wealth
Colorado
$272K – – –
IA
2672
IAM Advisory
Pennsylvania
$272K +$852 +5 +0.3%
SWM
2673
Sendero Wealth Management
Texas
$271K -$123K -724 -31%
SPWG
2674
Syntegra Private Wealth Group
Missouri
$270K +$6.82K +40 +3%
TCM
2675
TruNorth Capital Management
Michigan
$270K – – –
105 106
107
108 109