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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 %
GDP
1051
Great Diamond Partners
Maine
$3.66M -$1.1M -6,459 -23%
CA
1052
Claro Advisors
Massachusetts
$3.66M +$723K +4,244 +25%
BG
1053
Bollard Group
Massachusetts
$3.61M +$10.1K +59 +0.3%
RWA
1054
Roberts Wealth Advisors
California
$3.6M +$214K +1,230 +6%
ACA
1055
Aptus Capital Advisors
Alabama
$3.58M +$309K +1,816 +9%
GBT
1056
Grove Bank & Trust
Florida
$3.58M +$2.5M +14,682 +233%
WANY
1057
Wealthspire Advisors (New York)
New York
$3.57M +$273K +1,600 +8%
RFMS
1058
RWQ Financial Management Services
Florida
$3.57M +$3.57M +20,940 New
M
1059
Mirova
France
$3.56M – – –
MPPLM
1060
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.55M +$351K +2,062 +11%
JGUA
1061
John G. Ullman & Associates
New York
$3.55M -$85.2K -500 -2%
NFG
1062
Nations Financial Group
Iowa
$3.55M -$1.05M -6,148 -23%
AWA
1063
Arkadios Wealth Advisors
Georgia
$3.55M +$1.4M +8,234 +65%
TCM
1064
Twin Capital Management
Pennsylvania
$3.54M +$1.97M +11,554 +125%
SIAG
1065
Signet Investment Advisory Group
Rhode Island
$3.54M -$1.77M -10,410 -33%
TPCW
1066
TD Private Client Wealth
New York
$3.54M -$207K -1,217 -6%
EH
1067
Equitable Holdings
New York
$3.53M +$926K +5,433 +36%
KIA
1068
KCM Investment Advisors
California
$3.53M +$142K +833 +4%
SF
1069
Symphony Financial
Texas
$3.53M +$806K +4,789 +30%
CCM
1070
Chickasaw Capital Management
Tennessee
$3.51M – – –
HCA
1071
Harbour Capital Advisors
Virginia
$3.51M -$177K -994 -5%
GWM
1072
Geneos Wealth Management
Colorado
$3.51M +$668K +3,920 +24%
GPFA
1073
Game Plan Financial Advisors
Ohio
$3.51M -$131K -770 -4%
HAM
1074
Harmony Asset Management
Arizona
$3.48M +$52.1K +306 +2%
WP
1075
Westmount Partners
California
$3.47M +$93K +546 +3%
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