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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
$1.34B
3
Franklin Resources
Franklin Resources
California
$3.37B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
$26.4B

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$883M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.45B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
4
IFP
Independent Franchise Partners
United Kingdom
$664M
5
Fidelity International
Fidelity International
Bermuda
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
NOI
2701
Newton One Investments
Delaware
$261K +$682 +4 +0.3%
WPWM
2702
Western Pacific Wealth Management
Illinois
$261K -$138K -810 -35%
TPW
2703
Tiller Private Wealth
Pennsylvania
$259K – – –
PFT
2704
Providence First Trust
Arizona
$259K – – –
KA
2705
Kozak & Associates
Colorado
$259K +$44.2K +253 +21%
SC
2706
Summa Corp
Texas
$258K +$258K +1,517 New
AWC
2707
Adamsbrown Wealth Consultants
Kansas
$258K +$2.56K +15 +1%
CCIA
2708
Cherry Creek Investment Advisors
Colorado
$257K +$341 +2 +0.1%
MA
2709
MJP Associates
Connecticut
$257K +$257K +1,507 New
B
2710
Bensler
Washington
$256K +$170 +1 +0.1%
KBFS
2711
Kohmann Bosshard Financial Services
Ohio
$256K +$256K +1,504 New
Aristotle Capital Management
2712
Aristotle Capital Management
California
$256K – – –
DIM
2713
DLK Investment Management
California
$255K – – –
CWA
2714
CM Wealth Advisors
Ohio
$255K – – –
WFMPM
2715
Woodley Farra Manion Portfolio Management
Indiana
$254K -$9.88K -58 -4%
EIG
2716
Ellenbecker Investment Group
Wisconsin
$253K +$341 +2 +0.1%
AC
2717
Allstate Corporation
Illinois
$253K -$667K -3,914 -73%
RWB
2718
RMR Wealth Builders
New Jersey
$252K -$11.8K -69 -4%
FAM
2719
Flaharty Asset Management
Florida
$252K -$102K -598 -29%
ACG
2720
Allen Capital Group
Nebraska
$252K +$252K +1,478 New
IWA
2721
IVC Wealth Advisors
Pennsylvania
$252K -$17.2K -101 -6%
TFA
2722
Tobias Financial Advisors
Florida
$251K -$23.7K -139 -9%
C1AG
2723
Client 1st Advisory Group
Florida
$251K – – –
PPWM
2724
Paragon Private Wealth Management
Kentucky
$251K +$251K +1,472 New
2L
2725
25 LLC
Missouri
$251K +$4.09K +24 +2%
107 108
109
110 111