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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 %
EBT
1826
Enterprise Bank & Trust
Massachusetts
$940K +$281K +1,647 +43%
MAWCM
1827
Mine & Arao Wealth Creation & Management
California
$939K +$1.7K +10 +0.2%
MW
1828
Maia Wealth
Colorado
$938K +$220K +1,261 +31%
AA
1829
Addison Advisors
Vermont
$937K -$11.9K -70 -1%
MWM
1830
Modern Wealth Management
Kansas
$934K +$119K +699 +15%
FA
1831
Fiducient Advisors
Illinois
$931K -$7.5K -44 -0.8%
MI
1832
Motiv8 Investments
Florida
$931K +$931K +5,463 New
EWM
1833
Elevatus Welath Management
New York
$929K +$34.6K +203 +4%
CWP
1834
Core Wealth Partners
California
$928K +$232K +1,364 +33%
GC
1835
Guidance Capital
Kentucky
$928K +$16.1K +92 +2%
DAM
1836
Delta Asset Management
Tennessee
$924K -$8.69K -51 -0.9%
TA
1837
TFB Advisors
Kansas
$924K +$1.87K +11 +0.2%
WAM
1838
Walker Asset Management
Missouri
$923K +$852 +5 +0.1%
NPT
1839
Nixon Peabody Trust
Massachusetts
$922K – – –
MAM
1840
McLean Asset Management
Virginia
$920K +$1.54K +9 +0.2%
NPF
1841
Norris Perne & French
Michigan
$919K -$46.7K -274 -5%
AIA
1842
Affinity Investment Advisors
California
$916K -$131K -767 -12%
ST
1843
Sabal Trust
Florida
$916K +$75K +440 +9%
SCA
1844
Southern Capital Advisors
Tennessee
$915K +$2.56K +15 +0.3%
WSWA
1845
Warren Street Wealth Advisors
California
$909K +$46.2K +271 +5%
SFPG
1846
Stonebridge Financial Planning Group
Florida
$907K – – –
HA
1847
Herold Advisors
New York
$905K +$511 +3 +0.1%
SIM
1848
Stratos Investment Management
Ohio
$904K +$12.6K +74 +1%
AMBIA
1849
Allen Mooney & Barnes Investment Advisors
Georgia
$904K -$81.8K -480 -8%
BEAM
1850
Baker Ellis Asset Management
Washington
$904K – – –
72 73
74
75 76