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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 %
WWM
1751
Whalen Wealth Management
Nevada
$1.04M +$44.1K +259 +4%
C
1752
Certuity
Florida
$1.03M -$836K -4,904 -45%
NG
1753
Northstar Group
New York
$1.02M -$12.8K -75 -1%
SAM
1754
Sompo Asset Management
Japan
$1.02M +$32.4K +190 +3%
SCM
1755
Sitrin Capital Management
California
$1.02M – – –
SCI
1756
Stableford Capital II
Arizona
$1.02M -$171K -973 -14%
NAM
1757
NTV Asset Management
West Virginia
$1.01M – – –
Financial Engines Advisors
1758
Financial Engines Advisors
California
$1.01M -$110K -647 -10%
OWA
1759
Octavia Wealth Advisors
Ohio
$1.01M +$13K +76 +1%
PIA
1760
Perennial Investment Advisors
California
$1.01M -$28.3K -166 -3%
BTWM
1761
Brass Tax Wealth Management
Ohio
$1.01M +$5.28K +31 +0.5%
WCWM
1762
Willow Creek Wealth Management
California
$1.01M – – –
ACA
1763
Anchor Capital Advisors
Massachusetts
$1M -$30.7K -180 -3%
BCM
1764
Brown Capital Management
Maryland
$1M – – –
SCA
1765
Sippican Capital Advisors
Massachusetts
$1M – – –
OP
1766
ORG Partners
Indiana
$1M -$144K -844 -13%
AWA
1767
Arete Wealth Advisors
Illinois
$1M -$1.74M -10,232 -63%
SGK
1768
Steigerwald Gordon & Koch
Virginia
$1M +$11.9K +70 +1%
PAA
1769
Peregrine Asset Advisers
Oregon
$998K +$25.6K +150 +3%
ACS
1770
Archford Capital Strategies
Illinois
$997K -$64.1K -364 -6%
ATFA
1771
All Terrain Financial Advisors
Minnesota
$997K – – –
CIM
1772
Caldwell Investment Management
Ontario, Canada
$995K +$995K +5,900 New
UCB
1773
United Community Bank
South Carolina
$993K -$43.5K -255 -4%
PAS
1774
Professional Advisory Services
Florida
$993K – – –
OFS
1775
Orrstown Financial Services
Pennsylvania
$993K +$509K +2,986 +105%
69 70
71
72 73