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Oracle
ORCL

2,529 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08% → 42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,565 → 2,529 (-36)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136 → 108 (-28)

Holders
2,529
Holders Change
-36
Holders Change %
-1.4%
% of All Funds
40.13%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
156
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$936M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$913M
3
DZ Bank
DZ Bank
Germany
+$638M
4
JP Morgan Chase
JP Morgan Chase
New York
+$548M
5
Amundi
Amundi
France
+$242M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$461M
2
Harris Associates
Harris Associates
Illinois
-$428M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$415M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$296M
5
Coatue Management
Coatue Management
New York
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
1176
Concentric Capital Strategies
Connecticut
$1.51M -$6.28M -54,262 -79%
DCM
1177
Decatur Capital Management
Georgia
$1.5M – – –
CI
1178
CX Institutional
Indiana
$1.5M -$4.28K -37 -0.3%
SAM
1179
Shell Asset Management
Netherlands
$1.49M -$6.25K -54 -0.4%
WKWM
1180
Walter & Keenan Wealth Management
Indiana
$1.49M -$1.16K -10 -0.1%
GFPC
1181
Global Financial Private Client
Florida
$1.48M +$405K +3,496 +34%
CT
1182
Caldwell Trust
Florida
$1.48M – – –
ACM
1183
Allred Capital Management
Texas
$1.48M -$810 -7 -0.1%
FMC
1184
First Merchants Corp
Indiana
$1.48M -$46.5K -402 -3%
FFA
1185
First Foundation Advisors
California
$1.47M +$340K +2,937 +27%
RC
1186
Roundview Capital
New Jersey
$1.47M -$32.3K -279 -2%
CNC
1187
Citizens & Northern Corp
Pennsylvania
$1.47M +$11.5K +99 +0.7%
EH
1188
Equitable Holdings
New York
$1.46M +$325K +2,805 +25%
PWMG
1189
Prestige Wealth Management Group
New Jersey
$1.46M +$255K +2,206 +19%
CCP
1190
Carmel Capital Partners
California
$1.46M +$30K +259 +2%
SIC
1191
Salem Investment Counselors
North Carolina
$1.46M +$32.1K +277 +2%
BFM
1192
Boston Financial Management
Massachusetts
$1.45M -$56.6K -489 -3%
HI
1193
Harbour Investments
Wisconsin
$1.45M +$356K +3,078 +29%
NME
1194
Notis-McConarty Edward
$1.45M -$46.3K -400 -3%
SMC
1195
Smith, Moore & Co
Missouri
$1.45M -$57.3K -495 -3%
ST
1196
Spinnaker Trust
Maine
$1.45M -$32.1K -277 -2%
NFA
1197
Northern Financial Advisors
Michigan
$1.44M -$42.9K -371 -3%
KC
1198
Kenfarb & Co
Kentucky
$1.43M – – –
AI
1199
Accredited Investors
Minnesota
$1.41M +$52K +449 +3%
BCCM
1200
Bridge Creek Capital Management
Massachusetts
$1.41M -$26K -225 -2%
46 47
48
49 50

ORCL Hedge Fund Activity: Q3 2023 in Review

2,529 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,529 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,565 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.