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Oracle

3,201 hedge funds and large institutions have $169B invested in Oracle in 2025 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 1,406 increasing their positions, 1,189 reducing their positions, and 249 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,201
Holders Change
-103
Holders Change %
-3.12%
% of All Funds
43.48%
Holding in Top 10
99
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-34.87%
% of All Funds
1.34%
New
215
Increased
1,406
Reduced
1,189
Closed
249
Calls
$3.84B
Puts
$4.11B
Net Calls
-$271M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
3126
Ritter Daniher Financial Advisory
Ohio
$31.6K -$1.12K -8 -3%
MSWA
3127
Marshall & Sterling Wealth Advisors
New York
$30.9K +$11K +79 +56%
CMP
3128
Coston McIsaac & Partners
Maine
$30K +$14.6K +107 +95%
TFM
3129
TFC Financial Management
Massachusetts
$29.8K
VWA
3130
Valued Wealth Advisors
Utah
$29.2K +$560 +4 +2%
NRWA
3131
North Ridge Wealth Advisors
Oregon
$28.7K
IHWM
3132
Iron Horse Wealth Management
Iowa
$28.5K +$21.1K +151 +285%
LWA
3133
Lowe Wealth Advisors
Maryland
$28K
IWM
3134
Inlight Wealth Management
Georgia
$27.7K +$27.7K +198 New
AP
3135
Aspect Partners
Virginia
$27.4K -$559 -4 -2%
RWA
3136
Redmont Wealth Advisors
Illinois
$27.3K +$27.3K +195 New
WAS
3137
Winch Advisory Services
Wisconsin
$25.7K
LC
3138
Lavaca Capital
Texas
$25.3K -$11.2K -80 -31%
BL
3139
BFSG LLC
California
$25.1K
GWM
3140
Guardian Wealth Management
Illinois
$24.7K
SIM
3141
Synergy Investment Management
Florida
$24.3K -$4.33K -31 -15%
TCM
3142
TD Capital Management
Tennessee
$23.6K +$10.2K +73 +76%
VFM
3143
Vision Financial Markets
Connecticut
$22.8K +$8.53K +61 +60%
BFP
3144
Briaud Financial Planning
Texas
$21K
OCM
3145
Orion Capital Management
California
$20.4K
Cohen & Steers
3146
Cohen & Steers
New York
$20K +$1.29K +9 +7%
UIA
3147
Ulland Investment Advisors
Minnesota
$20K +$8.57K +60 +75%
SC
3148
Swan Capital
Florida
$19.6K
CF
3149
Collier Financial
Colorado
$19K +$140 +1 +0.7%
BC
3150
Barrett & Company
Rhode Island
$18.9K