We are live on ! Find out more
ORCL icon

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
MFG
1501
Magnus Financial Group
New York
$436K -$30.3K -414 -6%
SAM
1502
SignalPoint Asset Management
Missouri
$436K -$25.3K -345 -5%
AWM
1503
Axxcess Wealth Management
California
$436K -$12.8K -175 -3%
FFA
1504
Founders Financial Alliance
North Carolina
$436K +$57.8K +789 +14%
EAM
1505
Evanson Asset Management
California
$433K +$366 +5 +0.1%
SWM
1506
Sendero Wealth Management
Texas
$433K +$124K +1,690 +37%
S
1507
Surevest
California
$432K +$1.1K +15 +0.2%
AC
1508
AlphaCore Capital
California
$431K +$38.3K +523 +9%
CCP
1509
Clarkston Capital Partners
Michigan
$429K
PAS
1510
Professional Advisory Services
Florida
$428K
BS
1511
Boenning & Scattergood
Pennsylvania
$427K +$13.8K +188 +3%
TNA
1512
True North Advisors
Texas
$427K +$64.6K +883 +17%
GIP
1513
Greatmark Investment Partners
Georgia
$426K -$25.6K -350 -5%
VV
1514
Verity & Verity
South Carolina
$426K
CS
1515
Comerica Securities
Michigan
$426K +$7.32K +100 +2%
WBG
1516
Wharton Business Group
Pennsylvania
$425K -$7.69K -105 -2%
BC
1517
Burleson & Co
California
$423K +$1.24K +17 +0.3%
BWA
1518
Bordeaux Wealth Advisors
California
$422K -$82.7K -1,130 -16%
FPCP
1519
Fort Point Capital Partners
California
$422K -$2.12K -29 -0.5%
SIC
1520
Sigma Investment Counselors
Michigan
$421K -$2.93K -40 -0.7%
CFA
1521
CWS Financial Advisors
Michigan
$421K +$1.98K +27 +0.5%
ML
1522
McAdam LLC
Pennsylvania
$420K +$19.9K +272 +5%
IFA
1523
Index Fund Advisors
California
$419K +$248K +3,393 +130%
MCM
1524
Monument Capital Management
Virginia
$416K +$436K +5,960 New
FC
1525
Forte Capital
New York
$415K -$43.1K -589 -9%

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.