We are live on ! Find out more
ORCL icon

Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1701
Estabrook Capital Management
New York
$268K -$1.25K -17 -0.4%
SICM
1702
Sustainable Insight Capital Management
New York
$268K -$83.9K -1,146 -21%
AC
1703
Apella Capital
Connecticut
$268K
BEC
1704
Blue Edge Capital
Virginia
$265K
TNA
1705
True North Advisors
Texas
$264K -$131K -1,786 -29%
LAM
1706
LifePro Asset Management
California
$264K -$54.5K -745 -15%
SHA
1707
Seneca House Advisors
Virginia
$264K
PA
1708
Probity Advisors
Texas
$264K +$659 +9 +0.2%
WTA
1709
Washington Trust Advisors
Massachusetts
$263K +$805 +11 +0.3%
TPWA
1710
TRUE Private Wealth Advisors
Oregon
$263K +$6.81K +93 +2%
SSG
1711
Summit Securities Group
New York
$262K -$118K -1,608 -27%
GA
1712
Geller Advisors
New York
$262K -$53.8K -735 -15%
WCAMG
1713
Woodard & Company Asset Management Group
North Carolina
$262K
DS
1714
DRW Securities
Illinois
$261K +$64.9K +887 +26%
SOS
1715
Silver Oak Securities
Tennessee
$261K -$201K -2,741 -53%
Flossbach Von Storch
1716
Flossbach Von Storch
Germany
$260K
RIS
1717
Retirement Income Solutions
Michigan
$260K
T
1718
TCWP
Ohio
$260K +$3.66K +50 +1%
CAGAS
1719
Capital Advisory Group Advisory Services
Minnesota
$259K -$1.61K -22 -0.5%
CCFCSB
1720
Cape Cod Five Cents Savings Bank
Massachusetts
$258K
WWM
1721
Windsor Wealth Management
Indiana
$257K -$11.5K -157 -4%
WIA
1722
World Investment Advisors
California
$257K -$3.44K -47 -1%
BWM
1723
Birchcreek Wealth Management
Ohio
$257K
BFS
1724
Bickling Financial Services
Massachusetts
$257K +$1.17K +16 +0.4%
OWA
1725
Octavia Wealth Advisors
Ohio
$256K -$3.22K -44 -1%

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.