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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
SAM
1901
Secure Asset Management
Michigan
$224K -$73 -1 -0%
SAA
1902
Southeast Asset Advisors
Georgia
$224K
RFG
1903
Range Financial Group
Oregon
$223K -$41.9K -572 -15%
LSPW
1904
Lake Street Private Wealth
Illinois
$223K -$20.1K -275 -8%
JBA
1905
Johnson Bixby & Associates
Washington
$223K
KP
1906
Keel Point
Alabama
$223K +$17.9K +244 +9%
KL
1907
KilterHowling LLC
Colorado
$223K +$952 +13 +0.4%
MWP
1908
Madison Wealth Partners
Wisconsin
$222K
FF
1909
FourThought Financial
Florida
$222K +$7.39K +101 +3%
FCG
1910
Financial Connections Group
California
$221K
SDH
1911
Sloy Dahl & Holst
Washington
$221K
RWM
1912
RKL Wealth Management
Pennsylvania
$220K -$5.27K -72 -2%
I
1913
IMPACTfolio
Colorado
$219K
NWM
1914
NEIRG Wealth Management
Massachusetts
$219K +$8.64K +118 +4%
BA
1915
Bluesphere Advisors
Pennsylvania
$218K
IA
1916
IFG Advisory
Georgia
$217K -$102K -1,387 -31%
OPA
1917
Old Port Advisors
Maine
$217K -$2.34K -32 -1%
DLG
1918
Daniel L. Goodwin
$217K
AIC
1919
Archer Investment Corporation
Indiana
$217K
FBT
1920
First Bank & Trust
South Dakota
$216K +$4.39K +60 +2%
AWM
1921
Aries Wealth Management
Maine
$216K +$227K +3,095 New
AFG
1922
Allegheny Financial Group
Pennsylvania
$214K -$21.8K -298 -9%
MA
1923
MBA Advisors
Pennsylvania
$213K
GWM
1924
GDS Wealth Management
Texas
$213K +$224K +3,055 New
DP
1925
Dearborn Partners
Illinois
$212K

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.