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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 %
PP
1501
Patten & Patten
Tennessee
$1.58M +$170 +1 +0%
AF
1502
Aviso Financial
Ontario, Canada
$1.57M -$83K -487 -5%
CWM
1503
Castle Wealth Management
Florida
$1.57M +$68.5K +402 +5%
WI
1504
WrapManager Inc
California
$1.57M +$838K +4,915 +114%
HGWM
1505
Horst & Graben Wealth Management
Oregon
$1.57M +$170 +1 +0%
SAM
1506
S.A. Mason
Michigan
$1.56M +$256K +1,504 +20%
LRPA
1507
L. Roy Papp & Associates
Arizona
$1.56M -$43.6K -256 -3%
BSTWA
1508
Blake Schutter Theil Wealth Advisors
Ohio
$1.56M +$1.56M +9,163 New
RPC
1509
Rossmore Private Capital
Connecticut
$1.56M – – –
APA
1510
Astoria Portfolio Advisors
New York
$1.56M +$29.2K +166 +2%
CTFG
1511
Capstone Triton Financial Group
Oklahoma
$1.55M +$1.55M +9,105 New
CA
1512
Cambridge Advisors
Nebraska
$1.55M -$8.52K -50 -0.5%
TBNY
1513
Trustco Bank (New York)
New York
$1.55M -$5.11K -30 -0.3%
EAM
1514
Exane Asset Management
France
$1.55M +$238K +1,396 +18%
AF
1515
Apexium Financial
Texas
$1.55M +$815K +4,781 +111%
EM
1516
Excalibur Management
Massachusetts
$1.55M +$3.58K +21 +0.2%
ACGA
1517
Atlanta Consulting Group Advisors
Georgia
$1.55M +$1.55M +9,069 New
TF
1518
Tudor Financial
Ohio
$1.53M +$1.53M +8,987 New
GTAM
1519
Global Trust Asset Management
Florida
$1.53M +$102K +600 +7%
SPL
1520
Smart Portfolios LLC
Washington
$1.53M -$11.9K -70 -0.8%
LGA
1521
Lebenthal Global Advisors
New York
$1.53M +$20.4K +120 +1%
RT
1522
Rockland Trust
Massachusetts
$1.52M -$12.6K -74 -0.8%
EIA
1523
Edgemoor Investment Advisors
Maryland
$1.51M – – –
AT
1524
Arlington Trust
Alabama
$1.51M +$5.96K +35 +0.4%
TSW
1525
Three Seasons Wealth
Utah
$1.51M +$1.51M +8,866 New
59 60
61
62 63