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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 %
4WM
1901
4J Wealth Management
Virginia
$850K – – –
NCM
1902
Novare Capital Management
North Carolina
$850K – – –
AWM
1903
Angeles Wealth Management
California
$850K -$12.8K -75 -1%
PEA
1904
Park Edge Advisors
Ohio
$850K +$517K +3,033 +155%
LWM
1905
LJI Wealth Management
Indiana
$849K +$21.3K +125 +3%
OCM
1906
Orser Capital Management
Texas
$849K – – –
WAG
1907
Winthrop Advisory Group
Massachusetts
$847K +$34.6K +203 +4%
M
1908
MOTCO
Texas
$846K -$6.82K -40 -0.8%
LAM
1909
LifePro Asset Management
California
$845K +$70.2K +412 +9%
KIG
1910
Kowal Investment Group
Wisconsin
$844K +$100K +587 +13%
NFSG
1911
Newbridge Financial Services Group
Florida
$842K +$513K +3,013 +156%
SHGA
1912
Sand Hill Global Advisors
California
$840K -$3.24K -19 -0.4%
TWA
1913
TCI Wealth Advisors
Arizona
$838K +$109K +641 +15%
BAM
1914
Byrne Asset Management
New Jersey
$838K +$838K +4,920 New
SFP
1915
Sweet Financial Partners
Minnesota
$838K -$11.1K -65 -1%
FAFN
1916
First Affirmative Financial Network
Colorado
$837K +$121K +709 +17%
LRIA
1917
Leonard Rickey Investment Advisors
Washington
$837K +$18.2K +107 +2%
PMSA
1918
Patrick M. Sweeney & Associates
Illinois
$834K +$6.99K +41 +0.8%
NFC
1919
Northeast Financial Consultants
Connecticut
$833K +$13.5K +79 +2%
RL
1920
Rogco LP
Oklahoma
$829K – – –
IAMOG
1921
Investors Asset Management of Georgia
Georgia
$826K – – –
LAM
1922
Lingohr Asset Management
Germany
$826K – – –
WDG
1923
Wealth Dimensions Group
Ohio
$825K -$40.6K -238 -5%
HC
1924
Hamilton Capital
Ohio
$824K -$2.01K -12 -0.2%
LFG
1925
Larson Financial Group
Missouri
$824K +$329K +1,928 +66%
75 76
77
78 79