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Oracle

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
Name Holding Trade Value Shares
Change
Shares
Change %
NC
3051
Napatree Capital
Rhode Island
$217K +$217K +1,305 New
WAM
3052
Wallington Asset Management
Indiana
$217K
TF
3053
Talbot Financial
Washington
$217K
TWG
3054
The Wealth Group
Minnesota
$217K
BA
3055
Birinyi Associates
Connecticut
$217K
GCS
3056
Gordian Capital (Singapore)
Singapore
$217K +$217K +1,300 New
GHAM
3057
Gilman Hill Asset Management
Connecticut
$216K +$8.83K +53 +4%
EGM
3058
Engineers Gate Manager
New York
$216K -$853K -5,118 -80%
RIM
3059
Redwood Investment Management
Arizona
$215K +$5K +30 +2%
PDM
3060
Penn Davis McFarland
Texas
$215K
EWM
3061
Edge Wealth Management
New York
$215K +$215K +1,290 New
SWRP
3062
Summit Wealth & Retirement Planning
California
$214K
KCM
3063
Kornitzer Capital Management
Kansas
$213K
PWP
3064
Precedent Wealth Partners
Texas
$213K +$3.83K +23 +2%
LSPW
3065
Lake Street Private Wealth
Illinois
$213K -$2.5K -15 -1%
LSWM
3066
Lorne Steinberg Wealth Management
Canada
$212K
SWM
3067
Sanctuary Wealth Management
Idaho
$212K
PRP
3068
Peak Retirement Planning
Ohio
$211K +$211K +1,269 New
SF
3069
Seros Financial
Arizona
$211K +$211K +1,495 New
SFP
3070
Sterling Financial Planning
New Jersey
$211K +$211K +1,266 New
BWFA
3071
Baltimore-Washington Financial Advisors
Maryland
$211K
LWP
3072
LMG Wealth Partners
Louisiana
$211K +$167 +1 +0.1%
VH
3073
Visionary Horizons
Tennessee
$210K -$333 -2 -0.2%
BFPW
3074
BOK Financial Private Wealth
Colorado
$210K +$4.83K +29 +2%
NA
3075
Novus Advisors
South Carolina
$210K +$210K +1,259 New