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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
CAN
1751
Claraphi Advisory Network
United States
$281K -$17.8K -243 -6%
SDWIA
1752
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$281K
GWAG
1753
Garrett Wealth Advisory Group
Texas
$281K +$146 +2 +0%
HA
1754
Herold Advisors
New York
$281K +$366 +5 +0.1%
WDA
1755
Wendell David Associates
New Hampshire
$280K -$7.39K -101 -2%
FWM
1756
Focused Wealth Management
New York
$280K +$293 +4 +0.1%
PAM
1757
Paradigm Asset Management
New York
$279K +$293K +4,000 New
GA
1758
Greenspring Advisors
Maryland
$279K -$36.6K -500 -11%
ESB
1759
Essex Savings Bank
Connecticut
$279K -$878 -12 -0.3%
GRQ
1760
Gardner Russo & Quinn
Pennsylvania
$279K
HWMG
1761
Hurlow Wealth Management Group
Indiana
$279K
SCG
1762
Sonata Capital Group
Washington
$279K
BMM
1763
Buffington Mohr McNeal
Idaho
$278K +$25.5K +348 +10%
RIM
1764
Reynolds Investment Management
South Carolina
$277K -$9.3K -127 -3%
CM
1765
Columbus Macro
Pennsylvania
$277K +$5.05K +69 +2%
FIBT
1766
First International Bank & Trust
North Dakota
$276K -$30.5K -417 -10%
BWM
1767
BerganKDV Wealth Management
Minnesota
$275K +$11.3K +154 +4%
VWM
1768
Vigilare Wealth Management
Arizona
$274K -$16.7K -228 -5%
DWM
1769
Defined Wealth Management
Oregon
$274K
P
1770
&Partners
Tennessee
$274K
CCFM
1771
Clear Creek Financial Management
Washington
$274K +$43.3K +591 +18%
IIC
1772
Integrated Investment Consultants
Michigan
$273K -$84.3K -1,152 -23%
FP
1773
Financial Perspectives
Minnesota
$272K
KWM
1774
Kolinsky Wealth Management
New Jersey
$270K +$19.3K +264 +7%
GKWIM
1775
Gerber Kawasaki Wealth & Investment Management
California
$270K +$38.8K +530 +16%

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.