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Oracle

3,303 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
3,303
Holders Change
+262
Holders Change %
+8.62%
% of All Funds
43.97%
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 %
AW
3226
Avion Wealth
Texas
$35K +$9.79K +59 +39%
OA
3227
Operose Advisors
Wisconsin
$34.8K -$1.72M -10,314 -98%
NRWA
3228
North Ridge Wealth Advisors
Oregon
$34.2K +$34.2K +205 New
VWA
3229
Valued Wealth Advisors
Utah
$34.2K -$2K -12 -6%
SIM
3230
Synergy Investment Management
Florida
$34K +$34K +205 New
AP
3231
Aspect Partners
Virginia
$33.3K -$5.83K -35 -15%
LWA
3232
Lowe Wealth Advisors
Maryland
$33.3K
HC
3233
Hurley Capital
New York
$32.8K +$32.8K +187 New
DCM
3234
Disciplina Capital Management
Tennessee
$31.7K
WAS
3235
Winch Advisory Services
Wisconsin
$30.6K +$14.5K +87 +90%
BL
3236
BFSG LLC
California
$29.9K
GWM
3237
Guardian Wealth Management
Illinois
$29.4K
KPP
3238
Kings Path Partners
Texas
$28.2K
LFA
3239
Legend Financial Advisors
Pennsylvania
$26.2K
BFP
3240
Briaud Financial Planning
Texas
$25K +$4.31K +26 +21%
RS
3241
R Squared
Hong Kong
$25K +$25K +150 New
OCM
3242
Orion Capital Management
California
$24.3K +$24.3K +146 New
MSWA
3243
Marshall & Sterling Wealth Advisors
New York
$23.6K +$23.6K +142 New
SC
3244
Swan Capital
Florida
$23.3K
FIA
3245
FPC Investment Advisory
California
$22.6K +$22.6K +133 New
CF
3246
Collier Financial
Colorado
$22.6K +$22.6K +135 New
BC
3247
Barrett & Company
Rhode Island
$22.5K
LOIP
3248
Live Oak Investment Partners
Texas
$22.3K -$28.5K
Cohen & Steers
3249
Cohen & Steers
New York
$22K -$1.01K -6 -4%
AAG
3250
Accordant Advisory Group
Maryland
$21.7K