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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
CI
1401
CX Institutional
Indiana
$524K -$55.7K -761 -9%
BBA
1402
BLB&B Advisors
Pennsylvania
$524K -$5.42K -74 -1%
EP
1403
Eudaimonia Partners
Tennessee
$524K +$38.9K +532 +8%
NIM
1404
Northeast Investment Management
Massachusetts
$523K
RT
1405
Rockland Trust
Massachusetts
$522K -$19.8K -271 -4%
APG
1406
Abacus Planning Group
South Carolina
$521K -$45.8K -625 -8%
AIA
1407
Avalon Investment & Advisory
Texas
$520K -$372K -5,080 -41%
NCM
1408
Narwhal Capital Management
Georgia
$519K -$28.3K -386 -5%
RSWM
1409
Robertson Stephens Wealth Management
California
$519K +$3.07K +42 +0.6%
KA
1410
Kovack Advisors
Florida
$517K -$42.7K -583 -7%
LC
1411
LCNB Corp
Ohio
$517K +$10.7K +146 +2%
WWM
1412
Western Wealth Management
Colorado
$514K -$120K -1,642 -18%
WW
1413
Waterfront Wealth
Kansas
$514K +$110K +1,500 +26%
ACS
1414
Archford Capital Strategies
Illinois
$513K -$4.61K -63 -0.8%
BMC
1415
Beaton Management Company
Massachusetts
$512K -$7.32K -100 -1%
WA
1416
WealthTrust Axiom
Pennsylvania
$512K +$11K +150 +2%
AA
1417
Aire Advisors
California
$510K +$24.2K +330 +5%
GL
1418
Graypoint LLC
New York
$509K -$8.05K -110 -1%
CL
1419
Choreo LLC
Illinois
$509K +$4.98K +68 +0.9%
SPWM
1420
Schrum Private Wealth Management
Florida
$508K
BHWM
1421
Bar Harbor Wealth Management
New Hampshire
$508K +$1.76K +24 +0.3%
FIA
1422
Foundations Investment Advisors
Arizona
$507K -$30.2K -413 -6%
LIA
1423
LBMC Investment Advisors
Tennessee
$507K
RWP
1424
Ridgecrest Wealth Partners
California
$506K
NFC
1425
Northeast Financial Consultants
Connecticut
$506K +$224K +3,059 +73%

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.