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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 %
BFA
1401
Beaumont Financial Advisors
Massachusetts
$1.89M +$4.26K +25 +0.2%
BHCM
1402
Brevan Howard Capital Management
Jersey
$1.89M +$1.89M +11,074 New
BWM
1403
Boyd Wealth Management
California
$1.88M – – –
LA
1404
Legacy Advisors
Pennsylvania
$1.88M +$230K +1,348 +14%
AWC
1405
Abundance Wealth Counselors
Pennsylvania
$1.88M -$336K -1,973 -15%
MWM
1406
Moran Wealth Management
Florida
$1.88M +$1.88M +11,047 New
PWAM
1407
Pinnacle West Asset Management
Wyoming
$1.88M -$17K -100 -0.9%
OWG
1408
Oxford Wealth Group
Florida
$1.88M -$1.01M -5,939 -35%
BWL
1409
Bogart Wealth LLC
Virginia
$1.87M -$11.9K -70 -0.6%
CCMG
1410
Clark Capital Management Group
Pennsylvania
$1.87M +$49.9K +293 +3%
WIC
1411
Woodmont Investment Counsel
Tennessee
$1.86M -$1.19K -7 -0.1%
SCM
1412
Stevens Capital Management
Pennsylvania
$1.86M +$1.14M +6,699 +160%
VSQM
1413
V-Square Quantitative Management
Illinois
$1.85M +$350K +2,056 +23%
AAG
1414
Armstrong Advisory Group
Massachusetts
$1.85M +$144K +843 +8%
CFG
1415
Cooper Financial Group
California
$1.85M +$796K +4,671 +76%
TCPW
1416
Twin City Private Wealth
North Carolina
$1.85M +$82.1K +482 +5%
ICA
1417
Infrastructure Capital Advisors
New York
$1.85M +$1.85M +10,835 New
KCM
1418
KRS Capital Management
Michigan
$1.85M -$38.7K -227 -2%
OLVIG
1419
Oliver Lagore Vanvalin Investment Group
Michigan
$1.85M +$248K +1,455 +16%
FCA
1420
FinTrust Capital Advisors
South Carolina
$1.84M +$76.3K +462 +4%
MIA
1421
MainStreet Investment Advisors
Illinois
$1.84M -$90.7K -532 -5%
CFGS
1422
Concourse Financial Group Securities
Alabama
$1.83M -$172K -1,009 -9%
AssetMark Inc
1423
AssetMark Inc
California
$1.83M +$127K +747 +7%
SIAP
1424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.83M +$34.1K +200 +2%
UAML
1425
US Asset Management LLC
Pennsylvania
$1.82M -$27.3K -144 -1%
55 56
57
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