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Oracle

2,338 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 837 increasing their positions, 935 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+50
Holders Change %
+2.19%
% of All Funds
37.42%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.57%
New
191
Increased
837
Reduced
935
Closed
91
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1226
Brookstone Capital Management
Illinois
$977K -$75.9K -794 -7%
CNBTD
1227
Citizens National Bank Trust Department
Mississippi
$976K -$929 -10 -0.1%
DP
1228
Denver PWM
Colorado
$974K +$7.73K +80 +0.8%
GI
1229
GAMCO Investors
Connecticut
$972K +$9.11K +98 +0.9%
KMWM
1230
Keudell/Morrison Wealth Management
Oregon
$968K -$10.6K -114 -1%
MMPW
1231
Mitchell McLeod Pugh & Williams
Alabama
$967K -$2.97K -32 -0.3%
EH
1232
Equitable Holdings
New York
$959K +$74.1K +797 +8%
FFM
1233
Forum Financial Management
Illinois
$953K +$4K +43 +0.4%
WANY
1234
Wealthspire Advisors (New York)
New York
$953K -$397K -4,271 -29%
HCM
1235
Hollencrest Capital Management
California
$950K +$430K +4,625 +83%
FFA
1236
First Foundation Advisors
California
$949K -$110K -1,179 -10%
BRM
1237
Boston Research & Management
Massachusetts
$948K -$6.59K -71 -0.7%
SRC
1238
Sage Rhino Capital
California
$948K -$195K -2,099 -17%
CCFM
1239
Clear Creek Financial Management
Washington
$947K +$73.4K +790 +8%
LJAC
1240
L.J. Altfest & Co
New York
$945K +$167K +1,793 +21%
AR
1241
Apeiron RIA
Texas
$944K -$50.5K -537 -5%
BW
1242
Bison Wealth
Georgia
$944K +$32.3K +331 +4%
PCMC
1243
Paragon Capital Management (Colorado)
Colorado
$943K +$465 +5 +0%
CCMG
1244
Clark Capital Management Group
Pennsylvania
$941K +$2.88K +31 +0.3%
EWA
1245
Etesian Wealth Advisors
Oregon
$940K -$38.1K -410 -4%
FHA
1246
Flagship Harbor Advisors
Massachusetts
$939K +$67.5K +726 +8%
BCFD
1247
Boit C.F. David
$939K
SIM
1248
Sentry Investment Management
Wisconsin
$938K
AFP
1249
Ausdal Financial Partners
Iowa
$936K +$37K +398 +4%
PWPS
1250
Pinnacle Wealth Planning Services
Ohio
$935K +$61.7K +664 +7%