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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
UAS
1101
United Asset Strategies
New York
$929K -$11K -150 -1%
FWM
1102
Frontier Wealth Management
Missouri
$928K -$46.6K -637 -5%
IWA
1103
Intercontinental Wealth Advisors
Texas
$928K +$45.3K +619 +5%
BONST
1104
Bank of Nova Scotia Trust
Ontario, Canada
$927K -$24K -328 -2%
MCWS
1105
McKinley Carter Wealth Services
West Virginia
$927K +$105K +1,436 +12%
GIA
1106
Gladstone Institutional Advisory
Florida
$926K -$58.1K -794 -6%
WKWM
1107
Walter & Keenan Wealth Management
Indiana
$926K +$7.32K +100 +0.8%
APP
1108
Avantax Planning Partners
Iowa
$925K -$174K -2,375 -15%
MPPLM
1109
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$925K +$39.2K +535 +4%
CF
1110
Centaurus Financial
California
$923K -$38.4K -525 -4%
BCCM
1111
Bridge Creek Capital Management
Massachusetts
$922K -$137K -1,865 -12%
FBT
1112
First Bankers Trust
Kentucky
$919K -$58.3K -796 -6%
EF
1113
Empowered Funds
Pennsylvania
$916K -$33.7K -461 -3%
TBNY
1114
Trustco Bank (New York)
New York
$913K -$31.3K -428 -3%
FNBSF
1115
First National Bank Sioux Falls
South Dakota
$911K
YWP
1116
YorkBridge Wealth Partners
New York
$908K +$96.2K +1,314 +11%
QI
1117
Qtron Investments
Massachusetts
$908K +$208K +2,840 +28%
ET
1118
Equitable Trust
Tennessee
$904K -$3.66K -50 -0.4%
YIH
1119
Y-Intercept (HK)
Hong Kong
$904K +$311K +4,246 +49%
CWM
1120
Circle Wealth Management
New Jersey
$900K +$6.59K +90 +0.7%
FIB
1121
First Interstate Bank
Montana
$899K +$762K +10,406 +423%
PGWM
1122
Parisi Gray Wealth Management
New Jersey
$897K -$236K -3,224 -20%
FFA
1123
First Foundation Advisors
California
$895K +$41.6K +568 +5%
KLCM
1124
KG&L Capital Management
Louisiana
$894K -$505K -6,895 -35%
PCM
1125
Penserra Capital Management
California
$894K +$363K +4,958 +63%

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.