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Oracle
ORCL

2,529 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08% → 42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,565 → 2,529 (-36)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136 → 108 (-28)

Holders
2,529
Holders Change
-36
Holders Change %
-1.4%
% of All Funds
40.13%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
156
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$936M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$913M
3
DZ Bank
DZ Bank
Germany
+$638M
4
JP Morgan Chase
JP Morgan Chase
New York
+$548M
5
Amundi
Amundi
France
+$242M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$461M
2
Harris Associates
Harris Associates
Illinois
-$428M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$415M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$296M
5
Coatue Management
Coatue Management
New York
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1926
Windsor Wealth Management
Indiana
$393K -$18.5K -160 -4%
RBC
1927
Roble Belko & Company
Pennsylvania
$392K – – –
MCM
1928
Marathon Capital Management
Maryland
$392K – – –
SFG
1929
Summit Financial Group
West Virginia
$392K – – –
C
1930
Certuity
Florida
$391K +$7.87K +68 +2%
PA
1931
Parkside Advisors
California
$391K – – –
HIA
1932
HTG Investment Advisors
Connecticut
$391K -$135K -1,169 -24%
PWP
1933
Perfromance Wealth Partners
Illinois
$390K – – –
GI
1934
Gradient Investments
Minnesota
$389K -$16.6M -143,644 -98%
CWM
1935
Cornerstone Wealth Management
Missouri
$389K +$41.4K +358 +11%
BP
1936
BBR Partners
New York
$389K +$425K +3,675 New
VCM
1937
Versant Capital Management
Arizona
$389K – – –
FIBT
1938
First International Bank & Trust
North Dakota
$388K -$31.3K -270 -7%
MFT
1939
Moisand Fitzgerald Tamayo
Florida
$388K +$7.52K +65 +2%
SIM
1940
SSI Investment Management
California
$388K -$4.05K -35 -0.9%
OCPWS
1941
One Charles Private Wealth Services
Massachusetts
$388K +$232 +2 +0.1%
TAM
1942
Townsend Asset Management
North Carolina
$388K +$116 +1 +0%
IDBONY
1943
Israel Discount Bank of New York
New York
$387K -$2.66K -23 -0.6%
AWM
1944
Accurate Wealth Management
Florida
$387K +$40.5K +350 +11%
GAM
1945
Gould Asset Management
California
$386K +$926 +8 +0.2%
SIS
1946
Sound Income Strategies
Florida
$386K +$232 +2 +0.1%
FMP
1947
Financial Management Professionals
Texas
$385K +$4.05K +35 +1%
HIIFS
1948
Harel Insurance Investments & Financial Services
Israel
$384K -$1.76M -15,240 -81%
GRQ
1949
Gardner Russo & Quinn
Pennsylvania
$383K +$1.5K +13 +0.4%
FI
1950
Financial Insights
Washington
$380K – – –
76 77
78
79 80

ORCL Hedge Fund Activity: Q3 2023 in Review

2,529 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,529 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,565 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.