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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 %
SWM
1851
Seed Wealth Management
Illinois
$903K – – –
AIM
1852
Alhambra Investment Management
Florida
$903K – – –
MSFS
1853
Main Street Financial Solutions
Pennsylvania
$903K -$142K -836 -14%
SLWA
1854
San Luis Wealth Advisors
California
$903K +$903K +5,300 New
SB
1855
Strategic Blueprint
Georgia
$902K -$84.7K -497 -9%
RZH
1856
Relyea Zuckerberg Hanson
Connecticut
$901K +$29.8K +175 +3%
TWM
1857
Thrive Wealth Management
Pennsylvania
$899K -$4.43K -26 -0.5%
LP
1858
LGL Partners
Pennsylvania
$899K -$94.4K -554 -10%
EWM
1859
Evermay Wealth Management
Virginia
$898K +$118K +693 +15%
DA
1860
Drake & Associates
Wisconsin
$898K +$161K +942 +22%
BAM
1861
Brave Asset Management
New Jersey
$896K – – –
RIA
1862
Regal Investment Advisors
Michigan
$895K -$1.34M -7,873 -60%
SEIA
1863
Signature Estate & Investment Advisors
California
$894K -$345K -2,023 -28%
AWM
1864
Aries Wealth Management
Maine
$893K +$398K +2,335 +80%
VA
1865
Valmark Advisers
Ohio
$893K +$30K +176 +3%
BIP
1866
Blueprint Investment Partners
North Carolina
$892K +$194K +1,140 +28%
GFG
1867
Goldstone Financial Group
Illinois
$889K +$20.8K +122 +2%
RDWM
1868
Red Door Wealth Management
Tennessee
$886K – – –
EB
1869
Exchange Bank
California
$884K – – –
WMA
1870
West Michigan Advisors
Michigan
$883K -$181K -1,060 -17%
CCA
1871
Childress Capital Advisors
Texas
$882K +$88.3K +518 +11%
YC
1872
Yarbrough Capital
Tennessee
$877K – – –
PFC
1873
Poplar Forest Capital
California
$876K – – –
MW
1874
MBL Wealth
North Carolina
$875K -$341 -2 -0%
BEC
1875
Blue Edge Capital
Virginia
$875K – – –
73 74
75
76 77