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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
RCM
1651
Radnor Capital Management
Pennsylvania
$332K
RCS
1652
Retirement Capital Strategies
California
$332K
GBT
1653
Grove Bank & Trust
Florida
$331K -$38.9K -532 -10%
MCM
1654
Monarch Capital Management
Indiana
$331K
WW
1655
Westshore Wealth
California
$331K +$146 +2 +0%
CWA
1656
Canvas Wealth Advisors
Kansas
$331K +$17.4K +238 +5%
WA
1657
Wealth Architects
California
$331K +$19.8K +271 +6%
QT
1658
Quantamental Technologies
New York
$331K +$347K +4,740 New
BFA
1659
Brendel Financial Advisors
New Hampshire
$330K
B
1660
Barings
North Carolina
$330K +$4.61K +63 +1%
WIA
1661
World Investment Advisors
California
$329K -$3.81K -52 -1%
NW
1662
NewEdge Wealth
Pennsylvania
$329K +$345K +4,709 New
OIM
1663
Orca Investment Management
Oregon
$328K
MC
1664
Middleton & Co
Massachusetts
$327K -$7.32K -100 -2%
PWM
1665
Paulson Wealth Management
Illinois
$327K
DA
1666
DSC Advisors
Illinois
$326K -$77.4K -1,057 -18%
CCA
1667
Childress Capital Advisors
Texas
$326K -$76.3K -1,042 -18%
KWM
1668
Kaydan Wealth Management
Michigan
$325K
OAM
1669
Occidental Asset Management
California
$323K -$291K -3,982 -46%
TWM
1670
Thrive Wealth Management
Pennsylvania
$323K -$1.32K -18 -0.4%
CLOS
1671
Compagnie Lombard Odier SCmA
Switzerland
$322K
AWM
1672
Aberdeen Wealth Management
Illinois
$321K
APS
1673
American Planning Services
Florida
$321K
PWP
1674
Perfromance Wealth Partners
Illinois
$321K +$11K +150 +3%
BWG
1675
Beta Wealth Group
California
$321K +$22K +300 +7%

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.