We are live on ! Find out more
ORCL icon

Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
426
Matthew Goff Investment Advisor
Texas
$8.22M -$168K -2,300 -2%
KAS
427
Kestra Advisory Services
Texas
$8.22M +$2.03M +27,669 +31%
Daiwa Securities Group
428
Daiwa Securities Group
Japan
$8.21M +$131K +1,788 +2%
KRS
429
Kentucky Retirement Systems
Kentucky
$8.16M +$1.2M +16,409 +16%
BCA
430
Bernzott Capital Advisors
California
$8.16M -$524K -7,158 -6%
LI
431
LMCG Investments
Massachusetts
$8.16M -$44.1K -602 -0.5%
MSRPS
432
Maryland State Retirement & Pension System
Maryland
$8.14M -$604K -8,246 -7%
AAF
433
Andra AP-fonden
Sweden
$8.12M +$8.51M +116,200 New
USCWA
434
U.S. Capital Wealth Advisors
Texas
$7.95M +$516K +7,053 +7%
PAM
435
Private Asset Management
California
$7.94M -$227K -3,101 -3%
SF
436
Synovus Financial
Georgia
$7.89M +$1.04M +14,253 +14%
MIM
437
Marco Investment Management
Georgia
$7.84M +$4.76K +65 +0.1%
KA
438
Kintegral Advisory
New York
$7.84M +$174K +2,376 +2%
SAM
439
SP Asset Management
California
$7.81M -$149K -2,034 -2%
FAT
440
First American Trust
California
$7.78M +$363K +4,961 +5%
VPIM
441
Vanguard Personalized Indexing Management
California
$7.74M +$1.89M +25,850 +30%
GCMG
442
Gyroscope Capital Management Group
Florida
$7.72M +$1.42M +19,448 +21%
MBTD
443
Mechanics Bank - Trust Department
California
$7.61M -$23.4K -319 -0.3%
WSTAM
444
Wilbanks Smith & Thomas Asset Management
Virginia
$7.58M +$403K +5,503 +5%
HWM
445
HB Wealth Management
Georgia
$7.58M +$570K +7,793 +8%
MAM
446
Meeder Asset Management
Ohio
$7.58M +$2.23M +30,479 +39%
PTB
447
Pioneer Trust Bank
Oregon
$7.56M +$6.59K +90 +0.1%
WJWM
448
Williams Jones Wealth Management
New York
$7.56M +$64.8K +885 +0.8%
CTA
449
Colonial Trust Advisors
South Carolina
$7.51M -$101K -1,375 -1%
MCM
450
MAI Capital Management
Ohio
$7.5M -$144K -1,973 -2%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.