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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 %
FHWM
1251
Fox Hill Wealth Management
Massachusetts
$2.51M +$392K +2,299 +19%
HWMO
1252
Heritage Wealth Management (Ohio)
Ohio
$2.5M -$19.6K -115 -0.8%
WIM
1253
Westside Investment Management
California
$2.5M +$14.4K +86 +0.6%
FMC
1254
First Merchants Corp
Indiana
$2.5M +$269K +1,580 +12%
IAS
1255
Insigneo Advisory Services
Florida
$2.5M +$400K +2,346 +19%
AFG
1256
Atomi Financial Group
New York
$2.48M -$70.4K -413 -3%
NL
1257
NWAM LLC
Washington
$2.48M +$2.48M +14,544 New
BFO
1258
Boston Family Office
Massachusetts
$2.47M -$42.6K -250 -2%
FIA
1259
FNY Investment Advisers
New York
$2.47M +$1.88M +11,052 +323%
AIA
1260
AIMZ Investment Advisors
California
$2.45M -$63.7K -374 -3%
HZ
1261
Hixon Zuercher
Ohio
$2.45M -$1.55M -9,074 -39%
NBT
1262
Northwest Bank & Trust
Iowa
$2.45M -$1.09M -6,397 -31%
AG
1263
Ascent Group
Virginia
$2.44M +$49.6K +291 +2%
BFM
1264
Boston Financial Management
Massachusetts
$2.44M +$8.52K +50 +0.4%
EWA
1265
EverSource Wealth Advisors
Alabama
$2.44M -$114K -669 -4%
HWA
1266
Heritage Wealth Advisors
Virginia
$2.43M +$695K +4,081 +40%
GP
1267
Geneva Partners
Wisconsin
$2.42M +$2.42M +14,207 New
ATWA
1268
Arbor Trust Wealth Advisors
Michigan
$2.42M – – –
WA
1269
Wealth Alliance
New York
$2.42M +$273K +1,605 +13%
ACM
1270
Advance Capital Management
Michigan
$2.4M +$29K +170 +1%
IWS
1271
Insight Wealth Strategies
California
$2.39M +$1.02K +6 +0%
SJIM
1272
St. Johns Investment Management
Florida
$2.39M -$97.8K -574 -4%
LF
1273
Lantz Financial
Illinois
$2.39M +$221K +1,295 +10%
BONST
1274
Bank of Nova Scotia Trust
Ontario, Canada
$2.38M +$10.2K +60 +0.4%
ACM
1275
Allred Capital Management
Texas
$2.37M +$24.4K +143 +1%
49 50
51
52 53