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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
NFG
1301
Nations Financial Group
Iowa
$623K +$7.32K +100 +1%
ATC
1302
Adirondack Trust Company
New York
$622K +$27.3K +373 +4%
CNBTD
1303
Citizens National Bank Trust Department
Mississippi
$622K +$586K +8,000 +889%
EIA
1304
Edgemoor Investment Advisors
Maryland
$621K
ABC
1305
Associated Banc-Corp
Wisconsin
$621K +$51.2K +700 +9%
GDP
1306
Great Diamond Partners
Maine
$620K -$111K -1,518 -15%
LFAS
1307
Level Four Advisory Services
Texas
$620K -$49K -670 -7%
SW
1308
SteelPeak Wealth
California
$619K -$1.91M -26,116 -75%
CIC
1309
Carnegie Investment Counsel
Ohio
$618K +$130K +1,776 +25%
CPWA
1310
Cerro Pacific Wealth Advisors
California
$614K +$1.61K +22 +0.3%
NAMP
1311
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$613K
LA
1312
Latitude Advisors
Florida
$612K -$1.34M -18,335 -68%
PP
1313
PDS Planning
Ohio
$611K +$35K +478 +6%
ICP
1314
Interchange Capital Partners
Pennsylvania
$609K -$8.13K -111 -1%
DSC
1315
Duncker Streett & Co
Missouri
$605K
GTAM
1316
Global Trust Asset Management
Florida
$604K
HCM
1317
Howland Capital Management
Massachusetts
$602K -$2.42K -33 -0.4%
SCFS
1318
S.C. Financial Services
Arizona
$602K +$4.76K +65 +0.8%
CAG
1319
Csenge Advisory Group
Florida
$599K -$73 -1 -0%
ZIM
1320
Zacks Investment Management
Illinois
$598K +$58.3K +797 +10%
BOS
1321
Bank of Stockton
California
$597K
BCM
1322
Brown Capital Management
Maryland
$597K
HAIM
1323
Hunter Associates Investment Management
Pennsylvania
$594K -$109K -1,491 -15%
MAM
1324
McLean Asset Management
Virginia
$594K -$48.2K -658 -7%
ER
1325
Enlightenment Research
Florida
$594K +$622K +8,500 New

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.