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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
KC
1251
Knuff & Co
California
$685K
CCP
1252
Carmel Capital Partners
California
$685K +$11.4K +156 +2%
ACM
1253
Advisors Capital Management
New Jersey
$685K +$14.3K +196 +2%
NHC
1254
Nicholas Hoffman & Company
Georgia
$682K +$512 +7 +0.1%
GLA
1255
Good Life Advisors
Pennsylvania
$681K +$20.7K +283 +3%
ETC
1256
Exchange Traded Concepts
Oklahoma
$679K -$145K -1,984 -17%
AFP
1257
Ausdal Financial Partners
Iowa
$678K -$33.6K -459 -5%
DA
1258
Denali Advisors
California
$678K +$29.3K +400 +4%
DIA
1259
Davidson Investment Advisors
Montana
$674K -$47.6K -650 -6%
WAAG
1260
Wealth Alliance Advisory Group
Kansas
$673K
BCM
1261
Birch Capital Management
Texas
$671K
LD
1262
Lipe & Dalton
New York
$670K
JCM
1263
Jacobi Capital Management
Pennsylvania
$668K +$160K +2,186 +30%
BWP
1264
BSW Wealth Partners
Colorado
$663K +$32.4K +442 +5%
BW
1265
Bison Wealth
Georgia
$658K
NP
1266
NorthRock Partners
Minnesota
$656K +$77.2K +1,055 +13%
JWM
1267
JGP Wealth Management
Oregon
$656K +$195K +2,662 +41%
BIA
1268
Bigelow Investment Advisors
Maine
$655K -$31.8K -434 -4%
GLLW
1269
Graves Light Lenhart Wealth
Virginia
$655K -$13K -178 -2%
V
1270
VeraBank
Texas
$655K
MLL
1271
Moody Lynn & Lieberson
Massachusetts
$653K -$51.2K -700 -7%
GWS
1272
Glassman Wealth Services
Virginia
$653K +$26K +355 +4%
FCMC
1273
Founders Capital Management (Connecticut)
Connecticut
$651K
HIMC
1274
Heritage Investors Management Corp
Maryland
$648K -$70.5K -963 -9%
PMFA
1275
Plante Moran Financial Advisors
Michigan
$648K -$36.2K -494 -5%

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.