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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
AIM
801
Aigen Investment Management
New York
$2.22M +$2.33M +31,826 New
PTC
802
Private Trust Company
Ohio
$2.21M -$221K -3,013 -9%
BBWA
803
Bell & Brown Wealth Advisors
California
$2.21M +$12.7K +173 +0.6%
CPC
804
Congress Park Capital
New York
$2.2M -$53.4K -730 -2%
HIC
805
Holderness Investments Company
North Carolina
$2.2M -$99K -1,352 -4%
WCM
806
Wunderlich Capital Managemnt
Tennessee
$2.2M +$60.5K +826 +3%
BPM
807
Bowling Portfolio Management
Ohio
$2.19M -$158K -2,159 -6%
FTDI
808
First Trust Direct Indexing
Massachusetts
$2.19M -$217K -2,964 -9%
LTI
809
Laffer Tengler Investments
Tennessee
$2.19M +$1.55M +21,129 +207%
HI
810
Harrington Investments
California
$2.18M +$22K +300 +1%
FNT
811
First Nebraska Trust
Nebraska
$2.17M -$3.66K -50 -0.2%
CCM
812
CAAS Capital Management
New York
$2.17M +$2.27M +31,011 New
SPC
813
Sigma Planning Corp
Michigan
$2.16M +$87.5K +1,196 +4%
PGIM
814
Pacific Global Investment Management
California
$2.16M +$17.6K +241 +0.8%
CA
815
Cetera Advisors
Colorado
$2.15M +$347K +4,747 +18%
CCB
816
Country Club Bank
Missouri
$2.15M +$3.73K +51 +0.2%
KIA
817
KCM Investment Advisors
California
$2.14M +$97.9K +1,337 +5%
JAFL
818
Jay A. Fishman Ltd
Michigan
$2.14M -$365K -4,983 -14%
FCI
819
Financial Counselors Inc
Kansas
$2.13M -$11.9K -163 -0.5%
CF
820
Copperwynd Financial
Arizona
$2.13M +$2.23M +30,443 New
S
821
SignatureFD
Georgia
$2.12M +$29.6K +404 +1%
SWM
822
Sculati Wealth Management
Michigan
$2.12M -$32.1K -438 -1%
RMCM
823
Reynders McVeigh Capital Management
Massachusetts
$2.11M -$11.2K -153 -0.5%
QI
824
QV Investors
Alberta, Canada
$2.09M
ITIM
825
Indiana Trust & Investment Management
Indiana
$2.09M +$18.2K +248 +0.8%

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.