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Oracle
ORCL

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$580M
2
BlackRock
BlackRock
New York
+$573M
3
UBS AM
UBS AM
Illinois
+$392M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$383M
5
Northern Trust
Northern Trust
Illinois
+$363M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$617M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$415M
3
IAIM
International Assets Investment Management
Florida
-$341M
4
Marshall Wace
Marshall Wace
United Kingdom
-$338M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
2801
Winnow Wealth
Texas
$294K +$294K +1,764 New
FHC
2802
First Heartland Consultants
Missouri
$294K +$23.5K +141 +9%
SIAG
2803
Safeguard Investment Advisory Group
California
$293K -$33.5K -201 -10%
SL
2804
SWMG LLC
Texas
$293K – – –
DIM
2805
Delta Investment Management
California
$293K +$29.5K +177 +11%
TCM
2806
Tradewinds Capital Management
Washington
$293K +$110K +660 +60%
BWP
2807
BlueStem Wealth Partners
Minnesota
$292K +$292K +1,750 New
KW
2808
KWB Wealth
California
$291K – – –
WWA
2809
Wingate Wealth Advisors
Massachusetts
$291K +$291K +1,746 New
DFA
2810
DHJJ Financial Advisors
Illinois
$290K – – –
WTFG
2811
Wood Tarver Financial Group
Idaho
$290K +$290K +1,742 New
SWM
2812
Sendero Wealth Management
Texas
$290K +$24.8K +149 +9%
PFM
2813
Potomac Fund Management
Florida
$290K +$290K +1,740 New
W
2814
WorthPointe
California
$289K +$11.2K +67 +4%
KPPF
2815
Klein Pavlis & Peasley Financial
California
$288K -$50.2K -301 -15%
C1AG
2816
Client 1st Advisory Group
Florida
$287K +$41.7K +250 +17%
POIA
2817
Pin Oak Investment Advisors
Texas
$287K – – –
WGAM
2818
Wilkinson Global Asset Management
New York
$287K – – –
BF
2819
bLong Financial
Tennessee
$287K +$287K +1,720 New
PSFG
2820
Park Square Financial Group
Georgia
$286K +$286K +1,719 New
PFA
2821
Professional Financial Advisors
Nebraska
$285K +$667 +4 +0.2%
FWM
2822
Fingerlakes Wealth Management
New York
$285K +$666 +4 +0.2%
JSL
2823
JT Stratford LLC
Georgia
$285K +$45.7K +274 +19%
SEEDPG
2824
S.E.E.D. Planning Group
New York
$285K – – –
FUBT
2825
First United Bank & Trust
Maryland
$285K -$4.17K -25 -1%
111 112
113
114 115