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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
1
Polen Capital Management
Florida
$1.49B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.34B
3
Franklin Resources
3
Franklin Resources
California
$3.37B
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$355M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.4B

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$883M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.45B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$61.8M
4
IFP
4
Independent Franchise Partners
United Kingdom
$664M
5
Fidelity International
5
Fidelity International
Bermuda
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
2801
American Trust
Kentucky
$223K +$223K +1,310 New
IPW
2802
IronBridge Private Wealth
Texas
$223K +$223K +1,309 New
HIGP
2803
Hill Investment Group Partners
Missouri
$223K -$6.87K -48 -3%
HFS
2804
Heritage Financial Services
Massachusetts
$223K +$223K +1,308 New
BA
2805
Birinyi Associates
Connecticut
$222K +$222K +1,300 New
WAM
2806
Wallington Asset Management
Indiana
$222K +$222K +1,304 New
SFM
2807
Signet Financial Management
New Jersey
$222K +$222K +1,301 New
TF
2808
Talbot Financial
Washington
$222K +$222K +1,300 New
TWG
2809
The Wealth Group
Minnesota
$222K +$222K +1,300 New
SICM
2810
Sustainable Insight Capital Management
New York
$222K +$222K +1,300 New
HBWM
2811
Hollow Brook Wealth Management
New York
$222K +$222K +1,300 New
GA
2812
Goldstein Advisors
Wisconsin
$221K +$221K +1,298 New
SIC
2813
SJS Investment Consulting
Ohio
$221K +$45.5K +267 +26%
ZIMP
2814
Zimmermann Investment Management & Planning
Pennsylvania
$220K +$220K +1,292 New
LSPW
2815
Lake Street Private Wealth
Illinois
$220K -$1.77M -10,370 -89%
PDM
2816
Penn Davis McFarland
Texas
$220K +$220K +1,290 New
JLBC
2817
J.L. Bainbridge & Co
Florida
$219K +$219K +1,284 New
SWRP
2818
Summit Wealth & Retirement Planning
California
$218K +$218K +1,281 New
KCM
2819
Kornitzer Capital Management
Kansas
$218K +$218K +1,281 New
KFA
2820
Kelleher Financial Advisors
New York
$218K +$218K +1,278 New
DWAM
2821
Duncan Williams Asset Management
Tennessee
$217K +$217K +1,276 New
CWG
2822
Crown Wealth Group
North Carolina
$217K +$217K +1,276 New
FFA
2823
Florida Financial Advisors
Florida
$217K +$217K +1,275 New
LSWM
2824
Lorne Steinberg Wealth Management
Canada
$217K +$217K +1,275 New
ISWM
2825
Independent Solutions Wealth Management
New York
$217K +$217K +1,274 New
111 112
113
114 115