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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1801
Financial Insights
Washington
$221K +$265K +3,624 New
NFP
1802
Narus Financial Partners
Utah
$221K
CWM
1803
Concentrum Wealth Management
California
$220K
GSIS
1804
Global Strategic Investment Solutions
Arizona
$220K +$12.2K +166 +5%
RFG
1805
Range Financial Group
Oregon
$220K +$29.7K +405 +13%
FVWA
1806
Foster Victor Wealth Advisors
South Carolina
$220K +$36.6K +500 +17%
AWM
1807
AllSquare Wealth Management
New York
$220K +$62.2K +850 +31%
FAIM
1808
Financial Advocates Investment Management
Washington
$219K -$133K -1,810 -34%
VWA
1809
Visionary Wealth Advisors
Illinois
$219K -$5.05K -69 -2%
MSFS
1810
Main Street Financial Solutions
Pennsylvania
$219K -$1.61K -22 -0.6%
MMHP
1811
Murphy Middleton Hinkle & Parker
Georgia
$218K
PH
1812
Pinnacle Holdings
Oklahoma
$218K -$8.05K -110 -3%
BB
1813
Berkshire Bank
Massachusetts
$217K
KIM
1814
Karpus Investment Management
New York
$217K
VCM
1815
Vivaldi Capital Management
Illinois
$217K +$6.66K +91 +3%
DDC
1816
DF Dent & Co
Maryland
$217K +$260K +3,549 New
CC
1817
Constitution Capital
Connecticut
$217K +$260K +3,550 New
CGFA
1818
Colton Groome Financial Advisors
North Carolina
$216K
HW
1819
Hamilton Wealth
California
$216K +$260K +3,545 New
BHA
1820
Beech Hill Advisors
New York
$214K
EGA
1821
Eagle Global Advisors
Texas
$214K
PWMG
1822
Pinnacle Wealth Management Group
Michigan
$214K
WCA
1823
Waypoint Capital Advisors
Minnesota
$214K +$10.8K +148 +4%
IIC
1824
Integrated Investment Consultants
Michigan
$213K -$31.8K -434 -11%
CCFM
1825
Clear Creek Financial Management
Washington
$213K -$31.6K -432 -11%

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.