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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
SRC
1876
Shufro Rose & Co
New York
$232K
WCF
1877
West Coast Financial
California
$232K
HI
1878
Hudock Inc
Pennsylvania
$232K +$512 +7 +0.2%
WDG
1879
Wealth Dimensions Group
Ohio
$231K
WIC
1880
Wilkins Investment Counsel
Massachusetts
$231K
SWA
1881
Sax Wealth Advisors
New Jersey
$230K -$4.32K -59 -2%
B
1882
Bridgeworth
Alabama
$230K +$512 +7 +0.2%
JWA
1883
JFS Wealth Advisors
Pennsylvania
$230K +$69.2K +945 +40%
MF
1884
Montis Financial
Massachusetts
$229K -$1.46K -20 -0.6%
PG
1885
Patten Group
Tennessee
$229K
MHIC
1886
Marble Harbor Investment Counsel
Massachusetts
$229K +$9.15K +125 +4%
FBB
1887
Fulton Breakefield Broenniman
Maryland
$228K -$35.1K -479 -13%
ME
1888
McIlrath & Eck
Washington
$228K
WSC
1889
Wellington Shields & Co
New York
$228K
RW
1890
REDW Wealth
New Mexico
$227K -$14.6K -200 -6%
LNWTC
1891
Laird Norton Wetherby Trust Company
Washington
$227K -$9.22K -126 -4%
SAM
1892
Summit Asset Management
Tennessee
$227K -$4.83K -66 -2%
AI
1893
Atom Investors
Texas
$227K +$238K +3,254 New
B
1894
Bellecapital
Switzerland
$226K
ZF
1895
Zhang Financial
Michigan
$226K +$237K +3,231 New
MC
1896
Montag & Caldwell
Georgia
$226K +$237K +3,239 New
SEP
1897
Southland Equity Partners
Missouri
$226K
HFA
1898
HC Financial Advisors
California
$225K
IA
1899
Integrity Advisory
Kansas
$225K +$3.81K +52 +2%
DDPIC
1900
Deroy & Devereaux Private Investment Counsel
Michigan
$224K -$29.3K -400 -11%

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.