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Oracle

2,790 hedge funds and large institutions have $148B invested in Oracle in 2024 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,080 increasing their positions, 1,045 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,790
Holders Change
+113
Holders Change %
+4.22%
% of All Funds
40.44%
Holding in Top 10
107
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+33.75%
% of All Funds
1.55%
New
286
Increased
1,080
Reduced
1,045
Closed
136
Calls
$3.62B
Puts
$3.05B
Net Calls
+$572M
Net Calls Change
+$728M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
1851
Allegheny Financial Group
Pennsylvania
$594K -$41.6K -331 -7%
WDG
1852
Wealth Dimensions Group
Ohio
$593K -$8.42K -67 -1%
BTWM
1853
Brass Tax Wealth Management
Ohio
$593K +$593K +4,718 New
BMM
1854
Buffington Mohr McNeal
Idaho
$593K +$251 +2 +0%
GGA
1855
Granite Group Advisors
Connecticut
$592K -$21.4K -170 -3%
OAM
1856
Occidental Asset Management
California
$588K +$7.54K +60 +1%
ACA
1857
Anchor Capital Advisors
Massachusetts
$587K
REMPR
1858
Roof Eidam Maycock Peralta (REMP)
California
$586K
VA
1859
Valmark Advisers
Ohio
$586K +$87.4K +696 +18%
CW
1860
Channel Wealth
California
$585K
NWMG
1861
National Wealth Management Group
Ohio
$584K +$584K +4,652 New
CAM
1862
Campion Asset Management
Virginia
$584K
DA
1863
Drake & Associates
Wisconsin
$584K +$5.28K +42 +0.9%
MIM
1864
Macroview Investment Management
Maryland
$582K -$283K -2,255 -33%
LAM
1865
LifePro Asset Management
California
$580K -$105K -834 -15%
MWM
1866
Modern Wealth Management
Kansas
$579K +$104K +831 +22%
TWM
1867
Triton Wealth Management
Arizona
$578K
APS
1868
American Planning Services
Florida
$578K
SAI
1869
Savvy Advisors Inc
New York
$578K +$268K +2,137 +87%
GC
1870
Guidance Capital
Kentucky
$577K +$69K +576 +14%
CCA
1871
Childress Capital Advisors
Texas
$577K -$52.9K -421 -8%
PSCM
1872
Per Stirling Capital Management
Texas
$577K +$377 +3 +0.1%
MWM
1873
Mosley Wealth Management
California
$576K +$576K +4,583 New
EWM
1874
Evermay Wealth Management
Virginia
$575K +$66.8K +532 +13%
VAM
1875
Verity Asset Management
North Carolina
$573K -$20.7K -165 -3%