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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 %
BFC
1226
Bedel Financial Consulting
Indiana
$2.66M +$171K +1,006 +7%
PIM
1227
Penobscot Investment Management
Massachusetts
$2.65M – – –
CCWM
1228
Cassaday & Co Wealth Management
Virginia
$2.65M -$12.6K -74 -0.5%
RA
1229
Rational Advisors
New York
$2.64M +$2.64M +15,500 New
VWM
1230
VCI Wealth Management
Missouri
$2.64M +$2.64M +15,482 New
PK
1231
Pflug Koory
Nebraska
$2.63M +$2.63M +15,461 New
AC
1232
AlphaCore Capital
California
$2.63M +$247K +1,449 +10%
TNB
1233
Thomasville National Bank
Georgia
$2.61M -$262K -1,537 -9%
RC
1234
Roundview Capital
New Jersey
$2.61M +$41.1K +241 +2%
CPC
1235
Congress Park Capital
New York
$2.6M -$78.4K -460 -3%
CIA
1236
Cascade Investment Advisors
Oregon
$2.6M -$75.8K -445 -3%
GL
1237
Graypoint LLC
New York
$2.6M +$373K +2,190 +17%
MAM
1238
Morse Asset Management
Connecticut
$2.59M +$2.59M +15,200 New
BCMO
1239
Buckingham Capital Management (Ohio)
Ohio
$2.59M +$314K +1,843 +14%
WKWM
1240
Walter & Keenan Wealth Management
Indiana
$2.58M +$67.6K +397 +3%
SWM
1241
SeaCrest Wealth Management
New York
$2.58M -$84.3K -495 -3%
ABWM
1242
Alpine Bank Wealth Management
Colorado
$2.56M +$2.56M +15,042 New
KCFA
1243
Key Client Fiduciary Advisors
New Jersey
$2.56M +$47.9K +281 +2%
SW
1244
SteelPeak Wealth
California
$2.55M -$161K -944 -6%
RBFC
1245
Roman Butler Fullerton & Co
Missouri
$2.55M +$11.8K +68 +0.5%
FFO
1246
Fiduciary Family Office
Florida
$2.55M -$125K -731 -5%
AIC
1247
Argus Investors Counsel
New York
$2.54M +$361K +2,117 +17%
CI
1248
CX Institutional
Indiana
$2.53M -$3.87M -22,722 -61%
SLFPAM
1249
St. Louis Financial Planners Asset Management
Missouri
$2.51M +$79.5K +465 +3%
HAG
1250
HF Advisory Group
Maryland
$2.51M +$82.1K +482 +3%
48 49
50
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