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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1851
Insight Advisors
Pennsylvania
$240K +$1.46K +20 +0.6%
SWIM
1852
Smallwood Wealth Investment Management
New Jersey
$240K +$49.4K +675 +24%
BWM
1853
BCS Wealth Management
Tennessee
$240K +$251K +3,428 New
VC
1854
Vicus Capital
Pennsylvania
$239K -$16.6K -227 -6%
WGAM
1855
Wilkinson Global Asset Management
New York
$239K
FCFC
1856
First Citizens Financial Corp
Iowa
$238K -$29.3K -400 -11%
QP
1857
Quilter Plc
United Kingdom
$238K
WCM
1858
Windsor Capital Management
Arizona
$238K +$293 +4 +0.1%
NEWAS
1859
N.E.W. Advisory Services
Wisconsin
$237K -$11.1K -152 -4%
UL
1860
Unionview LLC
Washington
$237K +$41.5K +567 +20%
MAM
1861
Madison Asset Management
Wisconsin
$236K -$14.7M -201,062 -98%
RAM
1862
Riggs Asset Management
Pennsylvania
$236K -$11.9K -162 -5%
RFA
1863
Resurgent Financial Advisors
Georgia
$236K +$10.8K +148 +5%
DS
1864
DRW Securities
Illinois
$236K +$248K +3,384 New
FFMBT
1865
First Farmers & Merchants Bank Trust
Tennessee
$235K -$81.3K -1,110 -25%
WCA
1866
Waypoint Capital Advisors
Minnesota
$235K -$8.35K -114 -3%
AFAS
1867
Acorn Financial Advisory Services
Virginia
$235K +$54.8K +748 +29%
BWA
1868
Burt Wealth Advisors
Maryland
$234K
CA
1869
Calton & Associates
Florida
$233K -$84K -1,148 -26%
ICM
1870
IMS Capital Management
Oregon
$233K +$73 +1 +0%
TFF
1871
The Family Firm
Maryland
$233K +$805 +11 +0.3%
VCM
1872
Vivaldi Capital Management
Illinois
$233K +$19K +260 +8%
AMBIA
1873
Allen Mooney & Barnes Investment Advisors
Georgia
$233K -$9.08K -124 -4%
CWA
1874
CJM Wealth Advisers
Virginia
$232K -$28.2K -385 -10%
BI
1875
Berkeley Inc
Idaho
$232K -$69K -943 -22%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.