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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
MWM
1926
Merriman Wealth Management
Washington
$211K -$10.8K -147 -5%
DE
1927
Day & Ennis
Georgia
$211K
6F
1928
626 Financial
Michigan
$211K +$73 +1 +0%
VA
1929
Valmark Advisers
Ohio
$211K +$1.98K +27 +0.9%
AAM
1930
AR Asset Management
California
$210K
PGA
1931
Portland Global Advisors
Maine
$210K
CAM
1932
Congress Asset Management
Massachusetts
$209K -$1.98K -27 -0.9%
CWG
1933
Cornerstone Wealth Group
North Carolina
$209K +$17.3K +237 +9%
SAF
1934
Smith Anglin Financial
Texas
$208K +$805 +11 +0.4%
RIA
1935
Realta Investment Advisors
Delaware
$207K -$158K -2,159 -43%
EWM
1936
Executive Wealth Management
Michigan
$207K -$85.8K -1,172 -28%
STB
1937
S&T Bank
Pennsylvania
$207K
MW
1938
MBL Wealth
North Carolina
$206K -$135K -1,848 -39%
SIM
1939
Stratos Investment Management
Ohio
$206K -$5.71K -78 -3%
LWCFA
1940
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K +$85.5K +1,168 +65%
AG
1941
Algert Global
California
$206K +$216K +2,945 New
BC
1942
Bridgefront Capital
Texas
$206K +$216K +2,947 New
BEW
1943
Burton Enright Welch
California
$206K +$73 +1 +0%
TCWM
1944
Total Clarity Wealth Management
Illinois
$205K
BCP
1945
Blue Chip Partners
Michigan
$205K +$2.78K +38 +1%
FVWA
1946
Foster Victor Wealth Advisors
South Carolina
$205K +$210K +2,867 New
SAM
1947
Sompo Asset Management
Japan
$203K -$31.5K -430 -13%
MGAM
1948
McGowan Group Asset Management
Texas
$203K +$73 +1 +0%
SCM
1949
Stonehearth Capital Management
Massachusetts
$203K +$206K +2,820 New
CC
1950
Cipher Capital
New York
$203K +$213K +2,904 New

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.