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Oracle

3,304 hedge funds and large institutions have $205B invested in Oracle in 2024 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,280 increasing their positions, 1,149 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,304
Holders Change
+262
Holders Change %
+8.61%
% of All Funds
43.98%
Holding in Top 10
152
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.43%
% of All Funds
2.02%
New
431
Increased
1,280
Reduced
1,149
Closed
115
Calls
$3.51B
Puts
$4.86B
Net Calls
-$1.35B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
AP
2726
Adero Partners
California
$323K +$53.2K +319 +20%
DDC
2727
DF Dent & Co
Maryland
$321K -$3.33K -20 -1%
TC
2728
TFR Capital
Texas
$321K +$321K +1,925 New
BAS
2729
Breakthru Advisory Services
Wisconsin
$320K +$320K +1,920 New
PPW
2730
Presilium Private Wealth
Pennsylvania
$319K
SWM
2731
SilverOak Wealth Management
Minnesota
$319K +$2K +12 +0.6%
FFL
2732
Financial Freedom LLC
Ohio
$318K +$333 +2 +0.1%
RCWM
2733
Royal Capital Wealth Management
Indiana
$318K
WA
2734
Wealthstream Advisors
New York
$318K +$3.5K +21 +1%
CFS
2735
Coordinated Financial Services
Colorado
$317K +$317K +1,905 New
HP
2736
Holistic Planning
Texas
$317K +$8.17K +49 +3%
DWG
2737
Darden Wealth Group
Michigan
$317K
PJSIMP
2738
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K
USWIA
2739
UP Strategic Wealth Investment Advisors
Pennsylvania
$316K +$91.7K +550 +41%
AA
2740
AlphaMark Advisors
Kentucky
$316K
PHWM
2741
Pine Harbor Wealth Management
Maryland
$316K
CWM
2742
Compass Wealth Management
Connecticut
$316K
MWA
2743
MN Wealth Advisors
Kansas
$315K +$21.7K +130 +7%
KWS
2744
Keystone Wealth Services
California
$315K -$25.8K -155 -8%
IFO
2745
Independent Family Office
New York
$314K
CSWM
2746
Cassady Schiller Wealth Management
Ohio
$313K +$18.7K +112 +6%
VFG
2747
Victory Financial Group
Texas
$313K +$313K +1,878 New
PA
2748
PFW Advisors
Georgia
$312K +$312K +1,871 New
LIM
2749
Letson Investment Management
Georgia
$311K
NQWM
2750
Northwest Quadrant Wealth Management
Oregon
$311K +$29.8K +179 +11%