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Oracle

2,790 hedge funds and large institutions have $148B invested in Oracle in 2024 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,080 increasing their positions, 1,045 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,790
Holders Change
+113
Holders Change %
+4.22%
% of All Funds
40.44%
Holding in Top 10
107
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+33.75%
% of All Funds
1.55%
New
286
Increased
1,080
Reduced
1,045
Closed
136
Calls
$3.62B
Puts
$3.05B
Net Calls
+$572M
Net Calls Change
+$728M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
1001
Leavell Investment Management
Alabama
$2.89M -$315K -2,508 -10%
LWM
1002
Liberty Wealth Management
California
$2.89M +$7.41K +59 +0.3%
AT
1003
Arden Trust
Delaware
$2.87M -$37.4K -298 -1%
SLI
1004
Sumitomo Life Insurance
Japan
$2.85M -$112K -892 -4%
JAG
1005
Journey Advisory Group
Kentucky
$2.85M -$941K -7,491 -25%
APP
1006
Avantax Planning Partners
Iowa
$2.84M +$1.03M +8,209 +57%
PS
1007
Principal Securities
Iowa
$2.83M +$453K +3,609 +19%
SIA
1008
Schechter Investment Advisors
Michigan
$2.83M +$340K +2,707 +14%
BONH
1009
Bank of New Hampshire
New Hampshire
$2.81M -$67.7K -539 -2%
CG
1010
Castellan Group
Kentucky
$2.81M -$446K -3,554 -14%
TFG
1011
Taylor Financial Group
Virginia
$2.8M -$87.3K -695 -3%
CIA
1012
Citadel Investment Advisory
Ohio
$2.79M
PAS
1013
Park Avenue Securities
New York
$2.77M +$68.8K +548 +3%
DWT
1014
Dorsey & Whitney Trust
South Dakota
$2.76M +$105K +834 +4%
GJWM
1015
Gilliland Jeter Wealth Management
Arkansas
$2.76M +$255K +2,032 +10%
PTC
1016
Philadelphia Trust Company
Pennsylvania
$2.74M +$2.34M +18,600 +575%
WCM
1017
Weaver Capital Management
Georgia
$2.74M -$34.4K -274 -1%
PIM
1018
Platinum Investment Management
Australia
$2.73M -$299K -2,381 -10%
JGUA
1019
John G. Ullman & Associates
New York
$2.72M -$12.6K -100 -0.5%
PWG
1020
Portside Wealth Group
Utah
$2.71M -$54.8K -436 -2%
FSA
1021
Fort Sheridan Advisors
Illinois
$2.7M +$3.77K +30 +0.1%
IUHSA
1022
Itau Unibanco Holding S.A.
Brazil
$2.7M -$2.46M -19,603 -48%
TPCW
1023
TD Private Client Wealth
New York
$2.7M +$242K +1,921 +10%
BAM
1024
Belpointe Asset Management
Nevada
$2.69M +$883K +7,027 +49%
KF
1025
KKM Financial
Illinois
$2.69M +$3.64K +29 +0.1%