ORCL icon

Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1301
Etesian Wealth Advisors
Oregon
$1.22M +$11.3K +95 +0.9%
CG
1302
Corundum Group
Colorado
$1.21M -$880K -7,389 -42%
UAML
1303
US Asset Management LLC
Pennsylvania
$1.21M -$59.1K -496 -5%
WAAG
1304
Wealth Alliance Advisory Group
Kansas
$1.21M +$65.5K +550 +6%
MMPW
1305
Mitchell McLeod Pugh & Williams
Alabama
$1.21M -$30.1K -253 -2%
PCMC
1306
Paragon Capital Management (Colorado)
Colorado
$1.21M +$715 +6 +0.1%
CAL
1307
Capital Analysts LLC
Pennsylvania
$1.2M +$61.8K +519 +5%
AR
1308
Apeiron RIA
Texas
$1.2M +$1.43K +12 +0.1%
ATPW
1309
Ashton Thomas Private Wealth
Arizona
$1.2M -$993K -8,335 -45%
CGH
1310
CMG Global Holdings
Texas
$1.2M -$71.8K -603 -6%
PGWM
1311
Parisi Gray Wealth Management
New Jersey
$1.19M +$876K +9,432 +276%
AAG
1312
Armstrong Advisory Group
Massachusetts
$1.19M +$9.17K +77 +0.8%
AA
1313
Auxano Advisors
Washington
$1.19M – – –
VSAM
1314
Value Star Asset Management
Hong Kong
$1.19M +$1.19M +10,000 New
SRC
1315
Sage Rhino Capital
California
$1.18M -$30.5K -256 -3%
RIM
1316
RW Investment Management
Idaho
$1.18M – – –
FAM
1317
Formidable Asset Management
Ohio
$1.18M -$5.6K -47 -0.5%
AP
1318
Appleton Partners
Massachusetts
$1.17M +$19.3K +162 +2%
MIM
1319
Miller Investment Management
Pennsylvania
$1.17M – – –
BCFD
1320
Boit C.F. David
$1.17M – – –
WP
1321
Waycross Partners
Kentucky
$1.17M +$1.17M +9,800 New
FANJ
1322
Financial Architects (New Jersey)
New Jersey
$1.17M -$2.98K -25 -0.3%
DAS
1323
Dynamic Advisor Solutions
Arizona
$1.17M +$66.9K +562 +6%
XWM
1324
Xcel Wealth Management
Florida
$1.17M – – –
DP
1325
Denver PWM
Colorado
$1.16M – – –
51 52
53
54 55