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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
LOAMS
1226
Lombard Odier Asset Management (Switzerland)
Switzerland
$712K -$91.7K -1,253 -11%
CGH
1227
CMG Global Holdings
Texas
$711K -$132K -1,807 -15%
XWM
1228
Xcel Wealth Management
Florida
$710K -$8.05K -110 -1%
PCMC
1229
Paragon Capital Management (Colorado)
Colorado
$708K +$73 +1 +0%
RCA
1230
Roberts Capital Advisors
Colorado
$706K
MTIC
1231
Missouri Trust & Investment Company
Missouri
$705K -$47.6K -650 -6%
ATFA
1232
All Terrain Financial Advisors
Minnesota
$702K
SIA
1233
Strategic Investment Advisors
Michigan
$702K +$11.9K +162 +2%
Wolverine Trading
1234
Wolverine Trading
Illinois
$700K -$1.36M -18,612 -65%
PWMG
1235
Prestige Wealth Management Group
New Jersey
$700K -$7.54K -103 -1%
DP
1236
Denver PWM
Colorado
$700K +$3K +41 +0.4%
PIM
1237
Platinum Investment Management
Australia
$699K +$19.9K +272 +3%
SIAP
1238
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$699K +$43.9K +600 +6%
KMWM
1239
Keudell/Morrison Wealth Management
Oregon
$698K +$16K +219 +2%
FAM
1240
Formidable Asset Management
Ohio
$697K +$73 +1 +0%
SF
1241
Symphony Financial
Texas
$696K -$37.5K -512 -5%
GG
1242
Greenwood Gearhart
Arkansas
$696K -$11K -150 -1%
PCM
1243
Perritt Capital Management
Illinois
$696K
TTWM
1244
TCV Trust & Wealth Management
Virginia
$695K +$7.39K +101 +1%
ACM
1245
AlphaStar Capital Management
North Carolina
$694K -$86.7K -1,185 -11%
JC
1246
Jacobs & Co
California
$692K
PCM
1247
Prelude Capital Management
New York
$692K +$725K +9,898 New
JIC
1248
Joel Isaacson & Co
New York
$691K +$15.7K +214 +2%
MIM
1249
Miller Investment Management
Pennsylvania
$686K
GFS
1250
GYL Financial Synergies
Connecticut
$686K +$110K +1,503 +18%

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.