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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
1726
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.08M – – –
LI
1727
LRI Investments
Florida
$1.08M -$11.8K -63 -1%
PFG
1728
PAX Financial Group
Texas
$1.08M +$148K +871 +16%
RIP
1729
RAM Investment Partners
Washington
$1.08M +$83K +487 +8%
ZF
1730
Zhang Financial
Michigan
$1.08M -$12.1K -71 -1%
CFP
1731
Catalyst Financial Partners
Massachusetts
$1.07M +$74.5K +437 +7%
HCM
1732
Hollencrest Capital Management
California
$1.07M +$27.3K +160 +3%
LWL
1733
Leo Wealth LLC
Texas
$1.07M +$92.5K +543 +9%
DWM
1734
Destination Wealth Management
California
$1.06M +$227K +1,335 +27%
BL
1735
Balentine LLC
Georgia
$1.06M +$759K +4,454 +251%
IIC
1736
Integrated Investment Consultants
Michigan
$1.06M -$7.33K -43 -0.7%
LGW
1737
Leslie Global Wealth
Illinois
$1.06M +$338K +1,981 +47%
CAM
1738
Cidel Asset Management
Ontario, Canada
$1.06M -$19.3K -113 -2%
GIM
1739
Goelzer Investment Management
Indiana
$1.06M -$19.3K -113 -2%
MWM
1740
Mindset Wealth Management
Indiana
$1.05M +$1.05M +6,170 New
JFA
1741
JNBA Financial Advisors
Minnesota
$1.05M -$163K -954 -13%
MA
1742
MCF Advisors
Kentucky
$1.05M -$3.58K -21 -0.3%
FC
1743
FCA Corp
Texas
$1.05M -$33.4K -196 -3%
CCP
1744
Clarkston Capital Partners
Michigan
$1.05M – – –
WFAG
1745
Worth Financial Advisory Group
North Carolina
$1.05M +$20.3K +119 +2%
FAIM
1746
Financial Advocates Investment Management
Washington
$1.05M +$151K +885 +17%
AT
1747
Avalon Trust
New Mexico
$1.05M – – –
GF
1748
Gabelli Funds
New York
$1.04M -$109K -638 -9%
SWM
1749
Stockman Wealth Management
Montana
$1.04M -$3.58K -21 -0.3%
RIA
1750
Richwood Investment Advisors
Ohio
$1.04M -$34.1K -200 -3%
68 69
70
71 72