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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
WAP
776
Wealthcare Advisory Partners
Pennsylvania
$2.38M +$72.8K +994 +3%
SAM
777
Shell Asset Management
Netherlands
$2.37M -$1.09M -14,903 -30%
AWM
778
Altium Wealth Management
New York
$2.35M +$275K +3,754 +13%
CWM
779
Chemistry Wealth Management
New York
$2.35M +$27.5K +376 +1%
NLP
780
Next Level Private
New York
$2.35M +$2.46M +33,563 New
SNBOSD
781
Security National Bank of So Dak
Iowa
$2.34M +$4.03K +55 +0.2%
SAM
782
Selway Asset Management
$2.32M +$27.8K +380 +1%
BAAM
783
Baker Avenue Asset Management
California
$2.31M +$5.64K +77 +0.2%
UCI
784
Uncommon Cents Investing
Wisconsin
$2.31M +$47.2K +645 +2%
WOC
785
West Oak Capital
California
$2.29M -$28.9K -395 -1%
EHWM
786
Eads & Heald Wealth Management
Georgia
$2.29M -$1.1K -15 -0%
JWCA
787
J.W. Cole Advisors
Florida
$2.29M -$209K -2,849 -8%
DCM
788
Decatur Capital Management
Georgia
$2.29M +$1.83K +25 +0.1%
IAA
789
Independent Advisor Alliance
North Carolina
$2.28M -$111K -1,523 -4%
MIC
790
Meridian Investment Counsel
California
$2.28M
MIAN
791
Mariner Independent Advisor Network
Kansas
$2.28M -$347K -4,743 -13%
HVIA
792
Hudson Valley Investment Advisors
New York
$2.27M -$47.1K -644 -2%
MWM
793
Madison Wealth Management
Ohio
$2.27M -$69.8K -953 -3%
HAG
794
HighPoint Advisor Group
Illinois
$2.27M +$2.31M +31,604 New
AIIMS
795
Analyst IMS Investment Management Services
Israel
$2.26M -$154K -2,100 -6%
TIA
796
Tiemann Investment Advisors
California
$2.26M
FLPIM
797
F.L. Putnam Investment Management
Massachusetts
$2.26M +$48.5K +662 +2%
OC
798
Oppenheimer & Co
New York
$2.25M -$514K -7,015 -18%
WBC
799
West Branch Capital
Massachusetts
$2.25M +$10.3K +141 +0.4%
BFEC
800
Benjamin F. Edwards & Company
Missouri
$2.22M -$212K -2,900 -8%

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.