We are live on ! Find out more
ORCL icon

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
AWCI
951
Alpine Woods Capital Investors
New York
$2.58M +$367K +3,168 +15%
AT
952
Arden Trust
Delaware
$2.58M -$516K -4,457 -15%
PFS
953
Physicians Financial Services
North Carolina
$2.58M +$11.6K +100 +0.4%
PTC
954
Private Trust Company
Ohio
$2.57M -$1.27M -11,012 -31%
CGL
955
Clarius Group LLC
Washington
$2.56M -$583K -5,038 -17%
PIM
956
Platinum Investment Management
Australia
$2.56M +$697K +6,021 +33%
SCP
957
Sender Company & Partners
New York
$2.55M +$2.79M +24,084 New
HSA
958
HBK Sorce Advisory
Pennsylvania
$2.54M -$42.6K -368 -2%
ONB
959
Old National Bancorp
Indiana
$2.51M -$44K -380 -2%
LHC
960
Little House Capital
Massachusetts
$2.51M +$2.21M +19,113 +417%
CAM
961
Covenant Asset Management
New Jersey
$2.51M – – –
MG
962
Mather Group
Illinois
$2.49M +$108K +930 +4%
DT
963
Diversified Trust
Tennessee
$2.49M +$71.7K +619 +3%
MMG
964
Monetary Management Group
Missouri
$2.48M -$818K -7,070 -23%
CWMU
965
Caliber Wealth Management (Utah)
Utah
$2.48M +$131K +1,129 +5%
SI
966
Saxon Interests
Texas
$2.48M +$2.49M +21,544 +1,162%
HWA
967
HCR Wealth Advisors
California
$2.47M +$1.94M +16,756 +254%
BONH
968
Bank of New Hampshire
New Hampshire
$2.47M -$82.8K -715 -3%
FMTCOCP
969
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.46M +$2.89K +25 +0.1%
LSAG
970
Lake Street Advisors Group
New Hampshire
$2.45M -$278K -2,403 -9%
HZ
971
Hixon Zuercher
Ohio
$2.43M +$78.4K +677 +3%
SVWAG
972
Sound View Wealth Advisors Group
Georgia
$2.42M +$273K +2,362 +12%
RCA
973
Resonant Capital Advisors
Wisconsin
$2.41M +$13.9K +120 +0.5%
LWM
974
Liberty Wealth Management
California
$2.4M -$125K -1,077 -5%
YIH
975
Y-Intercept (HK)
Hong Kong
$2.39M +$2.62M +22,602 New
37 38
39
40 41

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.