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Oracle

2,267 hedge funds and large institutions have $92.5B invested in Oracle in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 827 increasing their positions, 930 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.31B

0.09% less ownership

Funds ownership: 42.34%42.25% (-0.09%)

6% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 138

1% less funds holding

Funds holding: 2,3002,267 (-33)

5% less funds holding in top 10

Funds holding in top 10: 5754 (-3)

6% less capital invested

Capital invested by funds: $98B → $92.5B (-$5.49B)

11% less repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 930

Holders
2,267
Holders Change
-33
Holders Change %
-1.43%
% of All Funds
35.75%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.85%
New
130
Increased
827
Reduced
930
Closed
138
Calls
$1.63B
Puts
$1.31B
Net Calls
+$312M
Net Calls Change
+$416M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
526
Baker Tilly Wealth Management
Wisconsin
$6.59M +$956K +11,802 +17%
LRIC
527
Long Road Investment Counsel
Michigan
$6.58M +$66.8K +825 +1%
WB
528
Webster Bank
Connecticut
$6.58M -$167K -2,067 -3%
WIC
529
WealthBridge Investment Counsel
Alberta, Canada
$6.57M +$179K +2,210 +3%
ATC
530
Argent Trust Co
Tennessee
$6.57M +$316K +3,905 +5%
MYIA
531
Mount Yale Investment Advisors
Colorado
$6.52M -$121K -1,488 -2%
Eagle Capital Management (New York)
532
Eagle Capital Management (New York)
New York
$6.49M
EW
533
Evoke Wealth
California
$6.46M +$273K +3,373 +5%
MAM
534
Meeder Asset Management
Ohio
$6.45M +$6.31M +77,925 New
CNC
535
Canandaigua National Corp
New York
$6.38M -$54.8K -677 -0.9%
BFM
536
Boothbay Fund Management
New York
$6.35M +$5.6M +69,126 +900%
AR
537
Advisory Research
Illinois
$6.29M -$409K -5,045 -6%
TFA
538
Toth Financial Advisory
Virginia
$6.19M +$217K +2,677 +4%
AI
539
AXS Investments
New York
$6.18M -$839K -10,355 -12%
CCM
540
Coldstream Capital Management
Washington
$6.14M -$115K -1,426 -2%
ASN
541
Advisory Services Network
Georgia
$6.14M -$19.7K -243 -0.3%
SC
542
Sawyer & Company
Massachusetts
$6.12M +$339K +4,191 +6%
SCM
543
Sitrin Capital Management
California
$6.12M +$5.18K +64 +0.1%
FNBT
544
FineMark National Bank & Trust
Florida
$6.11M +$4.31M +53,257 +258%
FBC
545
Fairfield, Bush & Co
Connecticut
$6.11M +$180K +2,221 +3%
EI
546
Ethic Inc
New York
$6.1M +$978K +12,074 +20%
USAA
547
United Services Automobile Association
Texas
$6.07M -$17.7M -218,520 -75%
KAS
548
Kemnay Advisory Services
New York
$6.01M +$5.89M +72,701 New
CK
549
Cohen Klingenstein
New York
$6.01M
AC
550
Allstate Corporation
Illinois
$5.99M -$1.94M -23,920 -25%

ORCL Hedge Fund Activity: Q1 2022 in Review

2,267 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2022, worth a combined $92.5B — down 5.6% from $98B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of ORCL and 130 opened new positions — a net loss of 8 holders — while 930 trimmed existing stakes and 827 added.

The largest buyer was JP Morgan Chase, adding an estimated $424M. The largest seller was Bank of New York Mellon, cutting an estimated $1.18B.

  • 2,267 institutional investors held Oracle (ORCL) as of Q1 2022, down from 2,300 in Q4 2021.
  • Funds reported $92.5B of Oracle stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 130 funds opened new Oracle positions in Q1 2022 and 138 closed out, a net change of -8 holders.
  • The largest Oracle buyer in Q1 2022 was JP Morgan Chase, an estimated $424M added.
  • The largest Oracle seller in Q1 2022 was Bank of New York Mellon, an estimated $1.18B sold.

Based on aggregated 13F filings for Q1 2022.