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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
DWM
1601
Destination Wealth Management
California
$364K +$7.1K +97 +2%
CAM
1602
Campion Asset Management
Virginia
$363K -$7.32K -100 -2%
MIA
1603
MMBG Investment Advisors
Florida
$363K
SCA
1604
Southern Capital Advisors
Tennessee
$363K +$1.54K +21 +0.4%
GP
1605
Girard Partners
Pennsylvania
$360K -$10.8K -148 -3%
ABLA
1606
Alan B. Lancz & Associates
Ohio
$358K -$40.9K -559 -11%
EFG
1607
Everhart Financial Group
Ohio
$357K +$16K +219 +4%
CFD
1608
Creative Financial Designs
Indiana
$357K +$24.8K +339 +7%
CAM
1609
Cidel Asset Management
Ontario, Canada
$356K
OCM
1610
Orser Capital Management
Texas
$356K +$2.42K +33 +0.7%
PL
1611
Plancorp LLC
Missouri
$355K -$6.66K -91 -2%
DCM
1612
Dupont Capital Management
Delaware
$354K -$86.2K -1,177 -19%
LAM
1613
LifePro Asset Management
California
$354K -$11.5K -157 -3%
SA
1614
Syntax Advisors
New York
$354K +$65K +888 +21%
VCG
1615
Vantage Consulting Group
Virginia
$354K +$65K +888 +21%
AIM
1616
Aspen Investment Management
Michigan
$353K -$11K -150 -3%
PO
1617
Private Ocean
California
$351K -$73.2K -1,000 -17%
GA
1618
Geller Advisors
New York
$351K -$1.46K -20 -0.4%
FW
1619
FirstPurpose Wealth
Utah
$351K +$31.8K +435 +9%
FWCM
1620
Ferguson Wellman Capital Management
Oregon
$350K -$1.9K -26 -0.5%
FHC
1621
First Heartland Consultants
Missouri
$350K
BL
1622
Balentine LLC
Georgia
$349K -$206K -2,818 -36%
EL
1623
ERN LLC
Delaware
$349K +$366K +5,000 New
BPWM
1624
Badgley Phelps Wealth Managers
Washington
$348K
SXL
1625
Summit X LLC
Missouri
$347K -$22.8K -312 -6%

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.