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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 %
SMA
1276
Sage Mountain Advisors
Georgia
$2.37M +$625K +3,665 +36%
MTIC
1277
Missouri Trust & Investment Company
Missouri
$2.36M -$75K -440 -3%
GLR
1278
Great Lakes Retirement
Ohio
$2.36M +$398K +2,334 +20%
JIC
1279
Joel Isaacson & Co
New York
$2.34M +$78.6K +461 +3%
HPM
1280
Hudson Portfolio Management
New York
$2.34M +$2.34M +13,713 New
PCS
1281
Personal CFO Solutions
New Jersey
$2.33M +$1.36M +7,990 +140%
HWP
1282
Highline Wealth Partners
California
$2.33M -$341 -2 -0%
TPI
1283
Trust Point Inc
Wisconsin
$2.32M +$11.2K +66 +0.5%
MWM
1284
Marion Wealth Management
Pennsylvania
$2.32M +$77.2K +453 +3%
BIG
1285
Brooklyn Investment Group
New York
$2.32M +$90.3K +530 +4%
GC
1286
GFG Capital
Florida
$2.32M +$200K +1,816 +9%
FAM
1287
Formidable Asset Management
Ohio
$2.3M -$31.9K -187 -1%
JSW
1288
Journey Strategic Wealth
New Jersey
$2.29M +$731K +4,289 +47%
LCM
1289
Landscape Capital Management
New Jersey
$2.29M +$627K +3,680 +38%
NRG
1290
Nemes Rush Group
Michigan
$2.29M -$299K -2,380 -12%
SP
1291
Stablepoint Partners
Massachusetts
$2.29M +$23.5K +138 +1%
QC
1292
Quent Capital
New York
$2.29M +$653K +3,836 +40%
MGWM
1293
Marks Group Wealth Management
Minnesota
$2.28M +$682 +4 +0%
IUHSA
1294
Itau Unibanco Holding S.A.
Brazil
$2.27M -$1.96M -11,484 -46%
Two Sigma Investments
1295
Two Sigma Investments
New York
$2.27M – – –
FFM
1296
Forum Financial Management
Illinois
$2.25M -$70.7K -415 -3%
FW
1297
FullCircle Wealth
Texas
$2.24M +$577K +3,349 +35%
CPW
1298
Cove Private Wealth
New York
$2.24M – – –
MW
1299
Marcum Wealth
Ohio
$2.23M -$85.4K -501 -4%
GAG
1300
GM Advisory Group
New York
$2.21M +$61.9K +363 +3%
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