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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 %
CWAG
1101
Compton Wealth Advisory Group
Virginia
$3.3M – – –
NSAM
1102
North Star Asset Management
Wisconsin
$3.29M – – –
ET
1103
Equitable Trust
Tennessee
$3.29M +$445K +2,610 +16%
MYLI
1104
Meiji Yasuda Life Insurance
Japan
$3.29M +$326K +1,915 +11%
CWM
1105
Cabot Wealth Management
Massachusetts
$3.28M – – –
WTB
1106
Washington Trust Bank
Washington
$3.27M – – –
LT
1107
Lindsell Train
United Kingdom
$3.27M – – –
BAM
1108
Berkshire Asset Management
Pennsylvania
$3.27M – – –
PFBT
1109
Parkside Financial Bank & Trust
Missouri
$3.27M -$236K -1,383 -7%
DA
1110
Dash Acquisitions
California
$3.25M +$2.85M +16,417 +704%
DAS
1111
Dynamic Advisor Solutions
Arizona
$3.24M -$194K -1,137 -6%
SWM
1112
Spire Wealth Management
Virginia
$3.24M -$217K -1,274 -6%
WC
1113
Wynn Capital
Georgia
$3.24M – – –
HI
1114
Harbour Investments
Wisconsin
$3.23M +$642K +3,768 +25%
GQG Partners
1115
GQG Partners
Florida
$3.23M -$1.7K -10 -0.1%
HIA
1116
Harbor Investment Advisory
Maryland
$3.23M -$211K -1,238 -6%
RMDI
1117
R.M. Davis Inc
Maine
$3.22M -$115K -677 -3%
JWM
1118
JGP Wealth Management
Oregon
$3.21M +$85.5K +502 +3%
HSA
1119
HBK Sorce Advisory
Pennsylvania
$3.21M -$16K -94 -0.5%
SSI
1120
Scott & Selber Inc
Texas
$3.21M -$10.6K -62 -0.3%
FMB
1121
Field & Main Bank
Kentucky
$3.21M +$25.6K +150 +0.8%
CWM
1122
Centric Wealth Management
Illinois
$3.2M -$25.2K -139 -0.8%
AIP
1123
Ameritas Investment Partners
Nebraska
$3.2M -$150K -879 -4%
NAG
1124
Northstar Advisory Group
New Jersey
$3.19M +$221K +1,295 +7%
LI
1125
Louisbourg Investments
New Brunswick, Canada
$3.19M -$320K -2,015 -9%
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