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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 %
KA
2726
Kooman & Associates
Pennsylvania
$250K -$15.7K -92 -6%
BCP
2727
Blue Chip Partners
Michigan
$250K -$84.3K -495 -25%
ACM
2728
Aljian Capital Management
Nevada
$250K +$250K +1,465 New
RA
2729
Rise Advisors
New York
$249K -$16.4K -96 -6%
SFB
2730
STAR Financial Bank
Indiana
$249K -$51.1K -300 -17%
RCA
2731
Riverview Capital Advisers
Massachusetts
$249K +$682 +4 +0.3%
MPCA
2732
Madison Park Capital Advisors
Washington
$248K -$1.36K -8 -0.5%
WP
2733
WealthShield Partners
North Carolina
$248K – – –
TIM
2734
Tortoise Investment Management
New York
$247K +$87.2K +512 +55%
MWM
2735
Massachusetts Wealth Management
Massachusetts
$247K – – –
NHT
2736
New Hampshire Trust
New Hampshire
$247K +$247K +1,450 New
PCM
2737
Piedmont Capital Management
Montana
$247K +$247K +1,391 New
GWM
2738
GDS Wealth Management
Texas
$246K -$25.2K -148 -9%
EWA
2739
Encompass Wealth Advisors
Oregon
$246K +$246K +1,446 New
CIG
2740
CHB Investment Group
Pennsylvania
$246K +$246K +1,443 New
JSL
2741
JT Stratford LLC
Georgia
$245K +$245K +1,436 New
CIG
2742
Cullen Investment Group
Louisiana
$244K +$170 +1 +0.1%
AWA
2743
Acorn Wealth Advisors
Michigan
$244K +$244K +1,431 New
BFG
2744
Bouchey Financial Group
New York
$244K +$244K +1,431 New
EE
2745
EWG Elevate
California
$244K +$1.7K +10 +0.7%
NFG
2746
Northeast Financial Group
Pennsylvania
$244K -$4.26K -25 -2%
PCFFS
2747
Pacific Center for Financial Services
California
$244K – – –
MTWM
2748
Masso Torrence Wealth Management
New Jersey
$243K – – –
WWM
2749
Wolff Wiese Magana
California
$242K +$18.1K +106 +8%
SEP
2750
Southland Equity Partners
Missouri
$242K +$242K +1,422 New
108 109
110
111 112