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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
801
Icon Wealth Advisors
Texas
$6.5M +$4.02M +23,598 +162%
JWCA
802
J.W. Cole Advisors
Florida
$6.5M +$1.62M +9,482 +33%
SI
803
Sora Investors
Pennsylvania
$6.48M -$5.45M -32,000 -46%
WAM
804
Westport Asset Management
Connecticut
$6.48M – – –
LA
805
Lifeworks Advisors
Michigan
$6.45M -$103K -604 -2%
SCM
806
Spring Capital Management
Texas
$6.44M -$199K -1,875 -3%
Alyeska Investment Group
807
Alyeska Investment Group
Illinois
$6.44M -$131M -770,275 -95%
HI
808
Harrington Investments
California
$6.41M -$61.3K -360 -0.9%
GWA
809
GGM Wealth Advisors
Maryland
$6.37M -$27.1K -159 -0.4%
DWM
810
Diversify Wealth Management
Utah
$6.36M +$1.52M +8,787 +31%
GFA
811
Gifford Fong Associates
California
$6.35M – – –
MC
812
Moors & Cabot
Massachusetts
$6.33M -$221K -1,297 -3%
CT
813
Chicago Trust
Illinois
$6.33M -$40.9K -240 -0.6%
IAA
814
Independent Advisor Alliance
North Carolina
$6.32M -$59.3K -348 -0.9%
HAG
815
HighPoint Advisor Group
Illinois
$6.3M -$248K -1,453 -4%
OAM
816
Oak Asset Management
California
$6.29M -$302K -1,775 -5%
BCM
817
Buckhead Capital Management
Georgia
$6.28M +$42.6K +250 +0.7%
SF
818
Summit Financial
New Jersey
$6.28M +$614K +3,604 +11%
PI
819
PFG Investments
New York
$6.27M -$153K -896 -2%
USAA
820
United Services Automobile Association
Texas
$6.27M -$1.39M -8,177 -18%
TCA
821
Transcend Capital Advisors
New Jersey
$6.26M -$56.7K -333 -0.9%
ACM
822
Alpha Capital Management
Texas
$6.25M -$581K -3,411 -9%
LW
823
Linscomb Wealth
Texas
$6.24M -$330K -1,935 -5%
TSMHT
824
Thurston Springer Miller Herd & Titak
Indiana
$6.24M -$40.4K -237 -0.6%
PIM
825
Plato Investment Management
Australia
$6.23M +$464K +2,726 +8%
31 32
33
34 35