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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 %
PSCM
2751
Per Stirling Capital Management
Texas
$242K -$541K -3,173 -69%
KW
2752
KWB Wealth
California
$241K – – –
MWM
2753
Melfa Wealth Management
Massachusetts
$241K – – –
Optiver Holding
2754
Optiver Holding
Netherlands
$241K -$1.98M -11,646 -89%
TPWA
2755
Twin Peaks Wealth Advisors
California
$241K +$241K +1,412 New
EGWAG
2756
Elwood & Goetz Wealth Advisory Group
Georgia
$240K +$240K +1,410 New
HWP
2757
Heritage Wealth Partners
Ohio
$240K +$240K +1,410 New
SHF
2758
Stage Harbor Financial
Massachusetts
$240K +$240K +1,365 New
MSCM
2759
McElhenny Sheffield Capital Management
Texas
$240K +$240K +1,408 New
RI
2760
RWWM Inc
California
$240K +$240K +1,407 New
PSF
2761
Pacific Sun Financial
California
$240K -$34.1K -200 -12%
PSB
2762
Piscataqua Savings Bank
New Hampshire
$239K – – –
LBWM
2763
Left Brain Wealth Management
Illinois
$239K +$239K +1,401 New
RTC
2764
Riverview Trust Company
Washington
$239K +$5.11K +30 +2%
WF
2765
Whelan Financial
California
$238K +$238K +1,399 New
LWAM
2766
Legacy Wealth Asset Management
Minnesota
$237K +$237K +1,392 New
BAM
2767
Bellevue Asset Management
Washington
$237K -$12.1K -71 -5%
TA
2768
TPG Advisors
Illinois
$236K +$236K +1,386 New
SA
2769
Shilanski & Associates
Alaska
$235K -$9.37K -55 -4%
AF
2770
Apollon Financial
South Carolina
$235K +$235K +1,380 New
HP
2771
Hilltop Partners
Indiana
$235K +$235K +1,380 New
SC
2772
Soundwatch Capital
Connecticut
$235K +$235K +1,379 New
WFA
2773
West Financial Advisors
Iowa
$235K -$11.6K -68 -5%
BBWP
2774
Beacon Bridge Wealth Partners
Pennsylvania
$235K +$235K +1,377 New
SWP
2775
Significant Wealth Partners
Illinois
$235K +$235K +1,377 New
109 110
111
112 113