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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1076
Central Bank & Trust
Kentucky
$1M -$109K -1,488 -9%
TCCM
1077
Timber Creek Capital Management
Massachusetts
$1M -$102K -1,400 -9%
SIG
1078
Sargent Investment Group
Maryland
$998K
CC
1079
Callan Capital
California
$997K -$146K -1,991 -12%
SWA
1080
Stratos Wealth Advisors
Ohio
$990K -$71.6K -978 -6%
AWC
1081
Abundance Wealth Counselors
Pennsylvania
$988K -$154K -2,107 -13%
IWP
1082
Icon Wealth Partners
Texas
$987K -$101K -1,379 -9%
WA
1083
Wealth Alliance
New York
$987K -$17.2K -235 -2%
BWA
1084
BDO Wealth Advisors
Florida
$986K -$659 -9 -0.1%
SS
1085
Simplicity Solutions
Minnesota
$984K -$65.9K -900 -6%
WPC
1086
White Pine Capital
Minnesota
$974K -$51.9K -709 -5%
CFMC
1087
Curbstone Financial Management Corp
New Hampshire
$973K -$264K -3,600 -21%
AF
1088
Advisornet Financial
Minnesota
$969K -$65.4K -894 -6%
CCG
1089
Ceeto Capital Group
Florida
$966K
RWA
1090
Roberts Wealth Advisors
California
$962K +$23.5K +321 +2%
QCM
1091
Quantinno Capital Management
New York
$961K +$280K +3,826 +39%
CCA
1092
Cobblestone Capital Advisors
New York
$959K -$224K -3,054 -18%
KWMG
1093
King Wealth Management Group
Florida
$958K +$687K +9,384 +217%
FMWA
1094
Forvis Mazars Wealth Advisors
Missouri
$956K +$104K +1,415 +12%
RA
1095
Rational Advisors
New York
$944K +$270K +3,687 +38%
ST
1096
Spinnaker Trust
Maine
$943K
BCM
1097
Brookstone Capital Management
Illinois
$943K +$24.7K +338 +3%
HSA
1098
HBK Sorce Advisory
Pennsylvania
$940K -$540K -7,372 -35%
CBTWT
1099
Community Bank & Trust (Waco, Texas)
Texas
$936K +$6.95K +95 +0.7%
EDRH
1100
Edmond de Rothschild Holding
Switzerland
$931K +$263K +3,586 +37%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.