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Oracle
ORCL

2,529 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08% → 42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,565 → 2,529 (-36)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136 → 108 (-28)

Holders
2,529
Holders Change
-36
Holders Change %
-1.4%
% of All Funds
40.13%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
156
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$936M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$913M
3
DZ Bank
DZ Bank
Germany
+$638M
4
JP Morgan Chase
JP Morgan Chase
New York
+$548M
5
Amundi
Amundi
France
+$242M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$461M
2
Harris Associates
Harris Associates
Illinois
-$428M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$415M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$296M
5
Coatue Management
Coatue Management
New York
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
926
TCV Trust & Wealth Management
Virginia
$2.76M -$42.2K -365 -1%
HW
927
Hancock Whitney
Mississippi
$2.75M -$267K -2,309 -8%
BP
928
Ballentine Partners
Massachusetts
$2.75M +$627K +5,421 +26%
IPW
929
Inlet Private Wealth
Florida
$2.75M -$134K -1,160 -4%
AP
930
Arlington Partners
Alabama
$2.75M -$1.07M -9,250 -26%
AT
931
Arlington Trust
Alabama
$2.75M +$3M +25,949 New
SNBOSCI
932
Security National Bank of Sioux City Iowa
Iowa
$2.74M -$106K -920 -3%
LTAS
933
Linden Thomas Advisory Services
North Carolina
$2.73M – – –
SCM
934
Silvant Capital Management
Georgia
$2.73M +$534K +4,615 +22%
GRP
935
Global Retirement Partners
California
$2.71M -$82.4K -712 -3%
ANB
936
Amarillo National Bank
Texas
$2.71M – – –
LIM
937
Leavell Investment Management
Alabama
$2.7M +$99.2K +857 +3%
CPA
938
Court Place Advisors
Maryland
$2.69M -$18.4K -159 -0.6%
BFEC
939
Benjamin F. Edwards & Company
Missouri
$2.68M -$155K -1,343 -5%
RGI
940
River Global Investors
United Kingdom
$2.68M -$423K -3,652 -13%
LSA
941
L & S Advisors
California
$2.68M -$6.63M -57,288 -69%
MAS
942
Meeder Advisory Services
Ohio
$2.67M -$389K -3,358 -12%
ESCM
943
Echo Street Capital Management
New York
$2.65M +$2.9M +25,016 New
VRM
944
Vectors Research Management
New York
$2.64M – – –
CPA
945
Capital Planning Advisors
California
$2.62M – – –
DMBA
946
Deseret Mutual Benefit Administrators
Utah
$2.61M -$274K -2,370 -9%
CL
947
Choreo LLC
Illinois
$2.61M +$60.1K +519 +2%
BIAS
948
Beacon Investment Advisory Services
New Jersey
$2.61M -$2.2K -19 -0.1%
GKWIM
949
Gerber Kawasaki Wealth & Investment Management
California
$2.6M +$1.55M +13,434 +121%
MFG
950
Merit Financial Group
Georgia
$2.59M +$37.6K +325 +1%
36 37
38
39 40

ORCL Hedge Fund Activity: Q3 2023 in Review

2,529 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,529 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,565 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.