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Oracle

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
Name Holding Trade Value Shares
Change
Shares
Change %
ZRP
2976
Zynergy Retirement Planning
New Jersey
$38.3K
VWA
2977
Valued Wealth Advisors
Utah
$37K +$4.26K +25 +13%
FGA
2978
Fortis Group Advisors
New Jersey
$36.3K
TAM
2979
Tucker Asset Management
Colorado
$35.1K -$30.5K -179 -46%
WCM
2980
Westend Capital Management
California
$34.4K
LWA
2981
Lowe Wealth Advisors
Maryland
$34.1K
DI
2982
DAGCO Inc
Ohio
$34.1K
DCM
2983
Disciplina Capital Management
Tennessee
$32.4K +$32.4K +190 New
BL
2984
BFSG LLC
California
$30.6K
GWM
2985
Guardian Wealth Management
Illinois
$30K
HWM
2986
HighMark Wealth Management
Minnesota
$29.7K
CCMI
2987
Creative Capital Management Investments
California
$29K
KPP
2988
Kings Path Partners
Texas
$28.8K
LOIP
2989
Live Oak Investment Partners
Texas
$28.5K -$28.2K
LFA
2990
Legend Financial Advisors
Pennsylvania
$26.8K
AW
2991
Avion Wealth
Texas
$25K +$4.28K +26 +21%
AFS
2992
Annapolis Financial Services
Maryland
$24.8K +$854 +5 +4%
SC
2993
Swan Capital
Florida
$23.9K
BC
2994
Barrett & Company
Rhode Island
$23K -$10.2K -60 -31%
Cohen & Steers
2995
Cohen & Steers
New York
$23K -$20.5K -122 -47%
AAG
2996
Accordant Advisory Group
Maryland
$22.2K +$852 +5 +4%
CWA
2997
Carolina Wealth Advisors
South Carolina
$21.6K +$14.8K +87 +218%
BFP
2998
Briaud Financial Planning
Texas
$21K
W
2999
WealthCollab
Washington
$20.8K +$14.1K +83 +213%
SHIM
3000
Stone House Investment Management
Pennsylvania
$20.1K +$5.12K +30 +34%