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Oracle
ORCL

Overview Fund Activity

3,041 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, 1,205 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,041
Holders Change
+148
Holders Change %
+5.12%
% of All Funds
43.99%
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
1,205
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 %
CCFM
2676
Clear Creek Financial Management
Washington
$269K +$11.9K +70 +5%
SWM
2677
Sugarloaf Wealth Management
Georgia
$269K – – –
NRI
2678
NFP Retirement Inc
California
$268K -$9.38K -55 -3%
AL
2679
ACAS LLC
California
$268K +$1.7K +10 +0.6%
ECM
2680
Element Capital Management
New York
$268K -$1.11M -6,532 -81%
XS
2681
XR Securities
Illinois
$268K +$268K +1,572 New
SAM
2682
Satovsky Asset Management
New York
$268K +$25.6K +150 +11%
ABTD
2683
Arvest Bank Trust Division
Oklahoma
$267K +$267K +1,568 New
AEPWM
2684
Atlantic Edge Private Wealth Management
Florida
$267K +$1.7K +10 +0.6%
FM
2685
Family Management
New York
$267K +$11.2K +66 +4%
RP
2686
Rice Partnership
Hawaii
$267K – – –
FFB
2687
First Financial Bankshares
Texas
$267K -$1.02K -6 -0.4%
SWM
2688
SFG Wealth Management
Maryland
$266K +$266K +1,563 New
PA
2689
Prossimo Advisors
California
$266K – – –
PSFG
2690
Prairie Sky Financial Group
Illinois
$265K – – –
HWM
2691
Hemington Wealth Management
Virginia
$265K -$48.4K -289 -15%
PCMK
2692
Paragon Capital Management (Kansas)
Kansas
$264K +$16.4K +96 +7%
CHJWM
2693
Carlton Hofferkamp & Jenks Wealth Management
Texas
$264K – – –
AWMG
2694
Alliance Wealth Management Group
New Jersey
$263K – – –
EDRIA
2695
Edmonds Duncan Registered Investment Advisors
Kansas
$263K +$8.69K +51 +3%
CCM
2696
Coerente Capital Management
Ontario, Canada
$262K -$4.26K -25 -2%
MPCG
2697
Matrix Private Capital Group
New York
$262K – – –
OFS
2698
Oldfather Financial Services
Nebraska
$262K +$3.75K +22 +1%
CWM
2699
Cherrydale Wealth Management
New Jersey
$262K – – –
AWM
2700
Atticus Wealth Management
Florida
$262K -$3.07K -18 -1%
106 107
108
109 110