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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 %
FOA
1876
Five Oceans Advisors
California
$874K +$231K +1,357 +36%
CIAS
1877
Capital Investment Advisory Services
North Carolina
$873K -$53.7K -315 -6%
CBT
1878
CoreFirst Bank & Trust
Kansas
$873K +$307K +1,800 +54%
AA
1879
Alesco Advisors
New York
$873K – – –
RI
1880
Ridgewood Investments
New Jersey
$873K -$189K -1,108 -18%
GWP
1881
Gen-Wealth Partners
Michigan
$873K +$14.3K +82 +2%
RIA
1882
Realta Investment Advisors
Delaware
$873K +$306K +1,740 +54%
FFA
1883
Founders Financial Alliance
North Carolina
$871K +$10.7K +63 +1%
FPCP
1884
Fort Point Capital Partners
California
$871K +$12.8K +75 +1%
NIP
1885
Nicholas Investment Partners
California
$869K +$183K +1,072 +27%
TWM
1886
Tradition Wealth Management
Minnesota
$869K +$16.5K +97 +2%
AF
1887
Affiance Financial
Minnesota
$869K +$220K +1,293 +34%
RG
1888
Renaissance Group
Kentucky
$869K -$48.9K -287 -5%
TWM
1889
Triton Wealth Management
Arizona
$867K +$21.6K +129 +3%
OFS
1890
OneAscent Financial Services
Alabama
$866K +$87.8K +515 +11%
AFC
1891
AFT Forsyth & Company
Florida
$866K +$530K +3,110 +158%
GWAG
1892
Garrett Wealth Advisory Group
Texas
$866K +$203K +1,194 +31%
HB
1893
Horizon Bancorp
Indiana
$865K -$75.6K -444 -8%
SFP
1894
Shepherd Financial Partners
Massachusetts
$865K +$80.1K +470 +10%
SJL
1895
Shayne & Jacobs LLC
Tennessee
$864K +$170 +1 +0%
CP
1896
Castleview Partners
Texas
$860K +$542K +3,183 +171%
HR
1897
Howe & Rusling
New York
$858K +$30.5K +179 +4%
ZF
1898
Zega Financial
Florida
$856K -$374K -2,196 -30%
FAG
1899
Fortitude Advisory Group
Washington
$856K -$38.2K -224 -4%
RWP
1900
Revolve Wealth Partners
New Jersey
$854K -$7.67K -45 -0.9%
74 75
76
77 78