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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1751
Bickling Financial Services
Massachusetts
$344K +$1.37K +18 +0.4%
OWA
1752
Octavia Wealth Advisors
Ohio
$344K +$836 +11 +0.3%
AA
1753
Alta Advisers
United Kingdom
$343K
SFP
1754
Shepherd Financial Partners
Massachusetts
$342K +$14.5K +191 +5%
NL
1755
Navalign LLC
California
$342K -$23.2K -305 -7%
BEI
1756
Benjamin Edwards Inc
Missouri
$341K +$33.6K +442 +12%
GKWIM
1757
Gerber Kawasaki Wealth & Investment Management
California
$341K +$4.79K +63 +2%
NCM
1758
Narwhal Capital Management
Georgia
$340K -$20.7K -273 -6%
AL
1759
ADE LLC
Maryland
$340K
PA
1760
Parkside Advisors
California
$340K
HFA
1761
High Falls Advisors
New York
$340K -$45.4K -597 -13%
SDWMA
1762
Schneider Downs Wealth Management Advisors
Pennsylvania
$338K -$171K -2,251 -35%
TWM
1763
Tradition Wealth Management
Minnesota
$338K +$1.22K +16 +0.4%
WWP
1764
Waypoint Wealth Partners
California
$337K +$4.94K +65 +2%
PHAM
1765
Palisades Hudson Asset Management
Florida
$337K +$456 +6 +0.1%
CCA
1766
Column Capital Advisors
Indiana
$337K +$76 +1 +0%
S
1767
SimplyRich
California
$336K
AWM
1768
AllSquare Wealth Management
New York
$335K +$38K +500 +14%
WI
1769
Wedgewood Investors
Pennsylvania
$334K
PA
1770
Probity Advisors
Texas
$333K -$19.1K -251 -6%
HWMG
1771
Hurlow Wealth Management Group
Indiana
$333K +$3.8K +50 +1%
GAM
1772
GEM Asset Management
Michigan
$332K +$309K +4,066 New
HFRG
1773
Houlihan Financial Resource Group
Virginia
$332K +$76 +1 +0%
HNW
1774
High Note Wealth
Minnesota
$332K +$608 +8 +0.2%
FFC
1775
First Financial Corp
Indiana
$330K

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.