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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
WAG
1701
Winthrop Advisory Group
Massachusetts
$307K +$366 +5 +0.1%
SPC
1702
Stewart & Patten Company
California
$305K +$7.83K +107 +3%
SGA
1703
Seaport Global Advisors
Massachusetts
$304K -$87.3K -1,192 -22%
AFM
1704
Andesa Financial Management
Pennsylvania
$304K -$6.74K -92 -2%
BEC
1705
Blue Edge Capital
Virginia
$303K
PA
1706
Probity Advisors
Texas
$302K -$15.4K -211 -5%
WWM
1707
Windsor Wealth Management
Indiana
$302K -$3.37K -46 -1%
SHA
1708
Seneca House Advisors
Virginia
$302K
VIM
1709
Vista Investment Management
Pennsylvania
$302K +$40.3K +551 +15%
SW
1710
SlateStone Wealth
Florida
$302K +$41.7K +570 +15%
WPW
1711
Warther Private Wealth
Ohio
$301K -$368K -5,025 -54%
AWA
1712
Arete Wealth Advisors
Illinois
$300K -$262K -3,585 -46%
WTA
1713
Washington Trust Advisors
Massachusetts
$300K -$54.4K -743 -15%
WCAMG
1714
Woodard & Company Asset Management Group
North Carolina
$300K -$36.6K -500 -10%
RTL
1715
Red Tortoise LLC
Georgia
$299K -$25.6K -350 -8%
RB
1716
Renasant Bank
Mississippi
$298K -$563K -7,697 -64%
Flossbach Von Storch
1717
Flossbach Von Storch
Germany
$297K
RIS
1718
Retirement Income Solutions
Michigan
$296K -$1.24K -17 -0.4%
QFA
1719
Quantum Financial Advisors
California
$296K +$279K +3,815 New
MA
1720
MCF Advisors
Kentucky
$295K -$112K -1,536 -27%
TPWA
1721
TRUE Private Wealth Advisors
Oregon
$295K -$67.5K -922 -18%
CCFCSB
1722
Cape Cod Five Cents Savings Bank
Massachusetts
$295K -$11.9K -163 -4%
OWA
1723
Octavia Wealth Advisors
Ohio
$295K
T
1724
TCWP
Ohio
$295K +$25.8K +353 +9%
BWM
1725
Birchcreek Wealth Management
Ohio
$294K -$153K -2,087 -33%

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.