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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 %
KTM
2776
Keeler Thomas Management
Utah
$234K +$234K +1,373 New
WFAG
2777
Wescott Financial Advisory Group
Pennsylvania
$234K +$234K +1,372 New
TC
2778
Tacita Capital
Ontario, Canada
$233K -$27.3K -160 -10%
NJBEST
2779
New Jersey Better Educational Savings Trust
New Jersey
$233K +$233K +1,365 New
CPC
2780
Cookson Peirce & Co
Pennsylvania
$232K +$232K +1,363 New
WQ
2781
Wealth Quarterback
New Jersey
$232K +$232K +1,360 New
MFP
2782
Meridian Financial Partners
Virginia
$231K +$231K +1,353 New
SSC
2783
Syverson Strege & Co
Iowa
$231K -$27.1K -159 -11%
MFG
2784
Menard Financial Group
Texas
$231K +$231K +1,353 New
CW
2785
CIC Wealth
Maryland
$230K -$14K -82 -6%
GGS
2786
Galvin Gaustad & Stein
Arizona
$230K +$230K +1,351 New
FRA
2787
Front Row Advisors
California
$230K -$247K -1,449 -52%
SOW
2788
State of Wyoming
Wyoming
$230K +$228K +1,337 +10,285%
AC
2789
Avenir Corporation
Virginia
$230K +$230K +1,350 New
LI
2790
Lafayette Investments
Maryland
$230K +$230K +1,350 New
MWA
2791
Mills Wealth Advisors
Texas
$230K -$45.2K -265 -16%
USWIA
2792
UP Strategic Wealth Investment Advisors
Pennsylvania
$229K +$229K +1,346 New
GPA
2793
Guerra Pan Advisors
New Jersey
$229K +$229K +1,342 New
SWM
2794
Stapp Wealth Management
Washington
$227K +$227K +1,335 New
BGAI
2795
Bruce G. Allen Investments
Colorado
$227K -$4.6K -27 -2%
KC
2796
Kinloch Capital
Virginia
$225K +$225K +1,322 New
BWM
2797
Brown Wealth Management
Illinois
$225K +$225K +1,321 New
AC
2798
Asio Capital
Kentucky
$225K +$225K +1,320 New
FS
2799
Financial Symmetry
North Carolina
$224K +$224K +1,317 New
SFWA
2800
Summit Financial Wealth Advisors
Louisiana
$224K +$224K +1,316 New
110 111
112
113 114