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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
FP
1801
Financial Perspectives
Minnesota
$318K
DCM
1802
Donaldson Capital Management
Indiana
$317K +$2.28K +30 +0.8%
GA
1803
Greenspring Advisors
Maryland
$316K
CFA
1804
Cahill Financial Advisors
Minnesota
$315K -$181K -2,385 -38%
LNWTC
1805
Laird Norton Wetherby Trust Company
Washington
$315K +$293K +3,858 New
QFA
1806
Quantum Financial Advisors
California
$315K +$2.81K +37 +1%
AW
1807
Atlas Wealth
Ohio
$315K +$293K +3,850 New
FFG
1808
Frisch Financial Group
New York
$314K +$1.14K +15 +0.4%
JCM
1809
Jag Capital Management
Missouri
$314K +$13.5K +177 +5%
PP
1810
Patron Partners
Texas
$313K
HWM
1811
Horizon Wealth Management
Illinois
$313K -$5.85K -77 -2%
SFG
1812
Summit Financial Group
West Virginia
$313K
CFCI
1813
Comprehensive Financial Consultants Institutional
Indiana
$311K -$7.37K -97 -3%
CM
1814
Columbus Macro
Pennsylvania
$309K -$5.62K -74 -2%
BA
1815
Ballast Advisors
Minnesota
$308K
RRA
1816
Round Rock Advisors
Connecticut
$306K
T
1817
TCWP
Ohio
$306K -$37.5K -493 -12%
PCS
1818
Personal CFO Solutions
New Jersey
$306K -$349K -4,587 -55%
SW
1819
SteelPeak Wealth
California
$306K -$358K -4,707 -56%
FOA
1820
Five Oceans Advisors
California
$305K -$5.09K -67 -2%
FMP
1821
Financial Management Professionals
Texas
$305K +$2.2K +29 +0.8%
RFA
1822
Resurgent Financial Advisors
Georgia
$303K -$4.56K -60 -2%
WDA
1823
Wendell David Associates
New Hampshire
$303K
EGA
1824
E&G Advisors
Texas
$302K
MCM
1825
Marathon Capital Management
Maryland
$302K

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.