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Oracle

3,304 hedge funds and large institutions have $205B invested in Oracle in 2024 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,280 increasing their positions, 1,149 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,304
Holders Change
+262
Holders Change %
+8.61%
% of All Funds
43.98%
Holding in Top 10
152
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.43%
% of All Funds
2.02%
New
431
Increased
1,280
Reduced
1,149
Closed
115
Calls
$3.51B
Puts
$4.86B
Net Calls
-$1.35B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
1801
Sentry Investment Management
Wisconsin
$1.09M -$178K -1,068 -14%
SXL
1802
Summit X LLC
Missouri
$1.09M +$693K +4,157 +173%
DWM
1803
Destination Wealth Management
California
$1.09M +$49.2K +295 +5%
EI
1804
Ellevest Inc
New York
$1.09M +$833 +5 +0.1%
ZF
1805
Zhang Financial
Michigan
$1.09M +$35.8K +215 +3%
KFI
1806
Key Financial Inc
Pennsylvania
$1.09M -$18.5K -111 -2%
OFG
1807
Oxford Financial Group
Indiana
$1.08M -$27.7K -166 -2%
KFGK
1808
Keystone Financial Group (Kentucky)
Kentucky
$1.08M +$21.8K +131 +2%
AIM
1809
Allen Investment Management
New York
$1.07M -$57.8K -347 -5%
LF
1810
Lee Financial
Texas
$1.07M -$106K -634 -9%
PWP
1811
Phillips Wealth Planners
Mississippi
$1.07M -$147K -950 -12%
AC
1812
Apella Capital
Connecticut
$1.07M -$25.5K -153 -2%
IC
1813
Iconiq Capital
California
$1.07M +$388K +2,328 +57%
BOTPPF
1814
Board of the Pension Protection Fund
United Kingdom
$1.07M +$1.07M +6,400 New
AC
1815
AXQ Capital
New Jersey
$1.06M +$1.06M +6,387 New
MCWS
1816
McKinley Carter Wealth Services
West Virginia
$1.06M +$117K +700 +12%
ZI
1817
ZEGA Investments
Florida
$1.06M +$1.06M +5,781 New
SCM
1818
Stevens Capital Management
Pennsylvania
$1.06M -$754K -4,522 -42%
MFS
1819
Mattson Financial Services
Michigan
$1.06M -$624K -3,664 -37%
CB
1820
CNB Bank
Pennsylvania
$1.06M -$28.3K -170 -3%
SDWIA
1821
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M -$1.83K -11 -0.2%
RS
1822
Robeco Schweiz
Switzerland
$1.05M -$9.03M -54,200 -90%
IIC
1823
Integrated Investment Consultants
Michigan
$1.05M +$15.2K +91 +1%
HR
1824
Howe & Rusling
New York
$1.05M +$208K +1,250 +25%
CAS
1825
Coppell Advisory Solutions
Texas
$1.05M -$19.8M -118,926 -95%