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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 %
SWM
2826
Sanctuary Wealth Management
Idaho
$217K – – –
DSAM
2827
Dock Street Asset Management
Florida
$216K +$216K +1,270 New
BWFA
2828
Baltimore-Washington Financial Advisors
Maryland
$216K +$216K +1,265 New
LL
2829
LWMG LLC
Minnesota
$215K +$215K +1,264 New
XT
2830
XTX Topco
Cayman Islands
$215K +$215K +1,263 New
VH
2831
Visionary Horizons
Tennessee
$215K +$215K +1,262 New
LWP
2832
LMG Wealth Partners
Louisiana
$215K +$215K +1,262 New
RIM
2833
Redwood Investment Management
Arizona
$215K -$492K -2,885 -70%
IIM
2834
Ironwood Investment Management
Massachusetts
$215K -$73.1K -429 -25%
WGC
2835
Watts Gwilliam & Co
Arizona
$215K +$215K +1,232 New
SC
2836
Solstein Capital
California
$214K – – –
AA
2837
Acorns Advisers
California
$214K +$214K +1,257 New
PWP
2838
Precedent Wealth Partners
Texas
$214K +$214K +1,253 New
MAG
2839
MRA Advisory Group
New Jersey
$213K +$213K +1,252 New
SFA
2840
Souders Financial Advisors
Ohio
$213K +$213K +1,248 New
TP
2841
Tranquility Partners
Tennessee
$213K +$213K +1,248 New
GHAM
2842
Gilman Hill Asset Management
Connecticut
$212K +$212K +1,246 New
WFA
2843
WestHill Financial Advisors
California
$211K +$211K +1,239 New
MA
2844
MKT Advisors
California
$211K +$211K +1,257 New
SFA
2845
Source Financial Advisors
New York
$210K +$210K +1,233 New
CTB
2846
Country Trust Bank
Illinois
$210K – – –
BFPW
2847
BOK Financial Private Wealth
Colorado
$210K +$10.4K +61 +5%
BWA
2848
BCU Wealth Advisors
Illinois
$210K +$210K +1,230 New
C
2849
Covestor
United Kingdom
$209K -$21.6K -127 -9%
TFF
2850
The Family Firm
Maryland
$207K +$16.7K +98 +9%
112 113
114
115 116