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Oracle
ORCL

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 67 → 98 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,299 → 2,349 (+50)

1.69% more ownership

Funds ownership: 42.58% → 44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
Capital World Investors
Capital World Investors
California
+$361M
3
Goldman Sachs
Goldman Sachs
New York
+$348M
4
PI
Putnam Investments
Massachusetts
+$321M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$505M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$285M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$282M
4
N
Nuveen
North Carolina
-$172M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1101
Ceeto Capital Group
Florida
$1.33M +$43.8K +500 +4%
CA
1102
Claro Advisors
Massachusetts
$1.33M +$108K +1,232 +9%
SIC
1103
Salem Investment Counselors
North Carolina
$1.33M +$10.8K +123 +0.9%
Koshinski Asset Management
1104
Koshinski Asset Management
Illinois
$1.33M +$58.8K +671 +5%
Wealth Enhancement Advisory Services
1105
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$1.25M +14,210 New
BCM
1106
Barrier Capital Management
California
$1.32M +$1.25M +14,200 New
IWP
1107
Icon Wealth Partners
Texas
$1.32M +$1.24M +14,192 New
RWA
1108
Roberts Wealth Advisors
California
$1.32M +$12.3K +140 +1%
VT
1109
Vise Technologies
New York
$1.31M +$398K +4,535 +47%
NME
1110
Notis-McConarty Edward
$1.31M -$83.3K -950 -6%
TWP
1111
Tempus Wealth Planning
California
$1.3M +$128K +1,464 +12%
NFA
1112
Northern Financial Advisors
Michigan
$1.3M -$68.6K -782 -5%
LWP
1113
Lumature Wealth Partners
Georgia
$1.29M -$253K -2,881 -17%
NAS
1114
Nicolet Advisory Services
Wisconsin
$1.28M +$398K +4,540 +51%
SWA
1115
Sutton Wealth Advisors
Florida
$1.28M -$705K -8,038 -37%
EIM
1116
Ervin Investment Management
Washington
$1.28M -$309K -3,520 -20%
CBTWT
1117
Community Bank & Trust (Waco, Texas)
Texas
$1.28M +$6.58K +75 +0.5%
CFMC
1118
Curbstone Financial Management Corp
New Hampshire
$1.28M – – –
BFM
1119
Boston Financial Management
Massachusetts
$1.27M +$40.1K +457 +3%
SMC
1120
Smith, Moore & Co
Missouri
$1.27M +$35.3K +402 +3%
BCCM
1121
Bridge Creek Capital Management
Massachusetts
$1.26M – – –
SCP
1122
Shorepoint Capital Partners
Massachusetts
$1.26M -$62.7K -715 -5%
APP
1123
Avantax Planning Partners
Iowa
$1.25M -$22.1K -252 -2%
SWA
1124
Stratos Wealth Advisors
Ohio
$1.24M -$16.1K -184 -1%
PCIA
1125
Prime Capital Investment Advisors
Kansas
$1.24M +$211K +2,406 +22%
43 44
45
46 47

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.