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Oracle
ORCL

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 67 → 98 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,299 → 2,349 (+50)

1.69% more ownership

Funds ownership: 42.58% → 44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
Capital World Investors
Capital World Investors
California
+$361M
3
Goldman Sachs
Goldman Sachs
New York
+$348M
4
PI
Putnam Investments
Massachusetts
+$321M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$505M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$285M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$282M
4
N
Nuveen
North Carolina
-$172M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
DW
1701
Domani Wealth
Pennsylvania
$413K – – –
ESB
1702
Essex Savings Bank
Connecticut
$413K -$9.03K -103 -2%
AF
1703
Affiance Financial
Minnesota
$413K – – –
LCGC
1704
Legacy Capital Group California
California
$412K +$389K +4,439 New
KP
1705
Keel Point
Alabama
$412K +$18.7K +213 +5%
TIAM2
1706
Tru Independence Asset Management 2
Oregon
$412K +$389K +4,438 New
ERWM
1707
Elk River Wealth Management
Colorado
$411K – – –
MMM
1708
Mendel Money Management
Illinois
$411K – – –
BI
1709
Ballast Inc
Kentucky
$411K – – –
MFS
1710
Mirabella Financial Services
United Kingdom
$411K +$388K +4,421 New
JWBC
1711
John W. Bristol & Co
New York
$410K +$387K +4,408 New
MGAM
1712
McGowan Group Asset Management
Texas
$409K +$88 +1 +0%
HWA
1713
Heartwood Wealth Advisors
Virginia
$408K – – –
SFS
1714
Security Financial Services
Indiana
$408K +$14.2K +162 +4%
OWA
1715
Octavia Wealth Advisors
Ohio
$408K +$15.9K +181 +4%
TPWA
1716
TRUE Private Wealth Advisors
Oregon
$407K -$16.2K -185 -4%
ECM
1717
Estabrook Capital Management
New York
$406K – – –
MHR
1718
Matthew Hamilton Rosenberg
$404K +$88 +1 +0%
MSFS
1719
Main Street Financial Solutions
Pennsylvania
$403K -$26.7K -305 -7%
BEC
1720
Blue Edge Capital
Virginia
$403K – – –
PT
1721
Plimoth Trust
Massachusetts
$402K -$7.89K -90 -2%
MC
1722
Middleton & Co
Massachusetts
$402K -$4.38K -50 -1%
SIM
1723
SSI Investment Management
California
$402K -$84.4K -963 -18%
HR
1724
Howe & Rusling
New York
$402K -$44.9K -512 -11%
SHA
1725
Seneca House Advisors
Virginia
$400K -$1.31K -15 -0.3%
67 68
69
70 71

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.