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Oracle
ORCL

Overview Fund Activity

3,304 hedge funds and large institutions have $205B invested in Oracle in 2024 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,280 increasing their positions, 1,149 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,304
Holders Change
+262
Holders Change %
+8.61%
% of All Funds
43.98%
Holding in Top 10
152
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.43%
% of All Funds
2.02%
New
431
Increased
1,280
Reduced
1,149
Closed
115
Calls
$3.51B
Puts
$4.86B
Net Calls
-$1.35B
Net Calls Change
-$1.53B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$580M
2
BlackRock
BlackRock
New York
+$573M
3
UBS AM
UBS AM
Illinois
+$392M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$383M
5
Northern Trust
Northern Trust
Illinois
+$363M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$617M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$415M
3
IAIM
International Assets Investment Management
Florida
-$341M
4
Marshall Wace
Marshall Wace
United Kingdom
-$338M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAG
1151
Northstar Advisory Group
New Jersey
$3.19M +$67.7K +406 +2%
CM
1152
Cercano Management
Washington
$3.19M +$3.19M +19,133 New
MYIA
1153
Mount Yale Investment Advisors
Colorado
$3.18M +$580K +3,479 +22%
Capstone Investment Advisors
1154
Capstone Investment Advisors
New York
$3.18M +$3.18M +19,086 New
WC
1155
Wynn Capital
Georgia
$3.18M +$4.67K +28 +0.1%
BCA
1156
Bay Colony Advisors
Massachusetts
$3.17M +$51.3K +308 +2%
RMDI
1157
R.M. Davis Inc
Maine
$3.16M +$13.3K +80 +0.4%
WP
1158
Westmount Partners
California
$3.16M -$231K -1,388 -7%
IWM
1159
IHT Wealth Management
Illinois
$3.16M -$438K -2,631 -12%
LMKC
1160
L.M. Kohn & Company
Ohio
$3.16M +$146K +875 +5%
LFA
1161
Legacy Financial Advisors
Kentucky
$3.16M -$82.5K -495 -3%
CWM
1162
Cabot Wealth Management
Massachusetts
$3.16M -$53.8K -323 -2%
KWA
1163
Kingswood Wealth Advisors
California
$3.15M -$97.8K -587 -3%
FMB
1164
Field & Main Bank
Kentucky
$3.15M +$10.8K +65 +0.3%
JWM
1165
JGP Wealth Management
Oregon
$3.15M +$3.33K +20 +0.1%
SAM
1166
Smartleaf Asset Management
Massachusetts
$3.14M +$235K +1,410 +8%
BHC
1167
Bowen Hanes & Co
Florida
$3.12M – – –
RFN
1168
RDA Financial Network
Iowa
$3.12M +$49.7K +298 +2%
CGL
1169
Clarius Group LLC
Washington
$3.11M -$269K -1,617 -8%
WAAG
1170
Wealth Alliance Advisory Group
Kansas
$3.11M +$218K +1,306 +8%
LTAS
1171
Linden Thomas Advisory Services
North Carolina
$3.1M -$1K -6 -0%
PFGIA
1172
Patriot Financial Group Insurance Agency
Massachusetts
$3.09M +$161K +966 +5%
SSI
1173
Scott & Selber Inc
Texas
$3.08M -$55.5K -333 -2%
JIC
1174
Joel Isaacson & Co
New York
$3.08M +$792K +4,752 +35%
TPCW
1175
TD Private Client Wealth
New York
$3.08M -$378K -2,271 -11%
45 46
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