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Oracle

2,096 hedge funds and large institutions have $68.7B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 840 increasing their positions, 775 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,096
Holders Change
-87
Holders Change %
-3.99%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
108
Increased
840
Reduced
775
Closed
168
Calls
$1.29B
Puts
$1.04B
Net Calls
+$243M
Net Calls Change
+$98.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1926
Sugarloaf Wealth Management
Georgia
$103K
PFA
1927
Professional Financial Advisors
Nebraska
$101K +$426 +7 +0.4%
ODG
1928
O'Dell Group
Ohio
$98K -$1.53K -25 -2%
MRCM
1929
M&R Capital Management
New Jersey
$96K
PSB
1930
Piscataqua Savings Bank
New Hampshire
$93K
WIM
1931
Westside Investment Management
California
$92.5K +$12 +2 +0%
NOI
1932
Newton One Investments
Delaware
$92K
ACM
1933
AUA Capital Management
Pennsylvania
$92K
SIS
1934
Sound Income Strategies
Florida
$87K +$8.4K +137 +11%
CH
1935
Canton Hathaway
Rhode Island
$85K
RCG
1936
Rock Creek Group
District of Columbia
$84K +$52.6K +859 +167%
CWM
1937
Castle Wealth Management
Florida
$82K
SWM
1938
Stapp Wealth Management
Washington
$82K +$82K +1,335 New
SN
1939
Sittner & Nelson
Oregon
$81K -$22.4K -364 -22%
CFFP
1940
Center for Financial Planning
Michigan
$81K
SSC
1941
Syverson Strege & Co
Iowa
$80K +$365 +6 +0.5%
WSCM
1942
Wellington Shields Capital Management
New York
$79K
SFO
1943
Standard Family Office
South Dakota
$79K
BIMC
1944
Benson Investment Management Company
Virginia
$76K
HDIM
1945
Hanson & Doremus Investment Management
Vermont
$75K -$4.59K -75 -6%
EI
1946
Ellevest Inc
New York
$73K -$2.2K -36 -3%
KA
1947
Kozak & Associates
Colorado
$72K -$26.3K -419 -27%
AFIA
1948
America First Investment Advisors
Nebraska
$70K
POIA
1949
Pin Oak Investment Advisors
Texas
$68K
TFS
1950
TrustCore Financial Services
Tennessee
$66K -$4.8K -79 -7%