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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
Capstone Investment Advisors
1376
Capstone Investment Advisors
New York
$540K -$3.17M -43,257 -85%
H
1377
HoyleCohen
California
$540K -$2.27M -30,992 -80%
5L
1378
55I LLC
Massachusetts
$540K +$79.4K +1,084 +16%
TF
1379
Tompkins Financial
New York
$539K +$11K +150 +2%
NF
1380
Norwood Financial
Pennsylvania
$539K +$374K +5,105 +196%
MCP
1381
Mirador Capital Partners
California
$538K -$38.9K -532 -6%
SBL
1382
Sargent Bickham Lagudis
Colorado
$538K +$22.8K +312 +4%
SIMM
1383
Stillwater Investment Management (Minnesota)
Minnesota
$537K +$2.27K +31 +0.4%
FWA
1384
FSM Wealth Advisors
Ohio
$537K +$514K +7,019 New
AWM
1385
Aevitas Wealth Management
Massachusetts
$536K +$952 +13 +0.2%
BFIM
1386
Beese Fulmer Investment Management
Ohio
$535K -$11.4K -156 -2%
CAAS
1387
Capital Asset Advisory Services
Michigan
$534K -$9.59K -131 -2%
PIM
1388
Penobscot Investment Management
Massachusetts
$534K -$1.46K -20 -0.3%
OCM
1389
One Capital Management
California
$534K +$58.3K +796 +12%
TIA
1390
Traphagen Investment Advisors
New Jersey
$532K +$151K +2,061 +37%
FMLI
1391
Fukoku Mutual Life Insurance
Japan
$531K -$84.3K -1,151 -13%
PGCM
1392
Prescott Group Capital Management
Oklahoma
$531K
CIA
1393
Capital Impact Advisors
Massachusetts
$529K -$345K -4,719 -38%
SHGA
1394
Sand Hill Global Advisors
California
$529K -$37.3K -510 -6%
GHA
1395
GW Henssler & Associates
Georgia
$528K -$9.02M -123,255 -94%
MFC
1396
Mechanics Financial Corp
Ohio
$528K -$117K -1,603 -17%
HI
1397
Harbour Investments
Wisconsin
$527K +$553K +7,548 New
EFL
1398
ERn Financial LLC
Wisconsin
$526K -$1.46K -20 -0.3%
KA
1399
Klingman & Associates
New York
$525K -$1.02K -14 -0.2%
BAM
1400
Byrne Asset Management
New Jersey
$525K +$272K +3,720 +98%

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.