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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 %
CCM
1926
Chilton Capital Management
Texas
$819K +$561K +3,295 +218%
RP
1927
Riverbridge Partners
Minnesota
$818K – – –
WCM
1928
Whitener Capital Management
North Carolina
$815K -$9.37K -55 -1%
AFG
1929
Allegheny Financial Group
Pennsylvania
$813K +$6.3K +37 +0.8%
SSWM
1930
Strait & Sound Wealth Management
California
$811K -$54K -317 -6%
LCM
1931
LVM Capital Management
Michigan
$810K – – –
BMM
1932
Buffington Mohr McNeal
Idaho
$804K – – –
PA
1933
Promethium Advisors
Maryland
$801K +$801K +4,702 New
WCP
1934
Wick Capital Partners
Pennsylvania
$798K +$177K +1,038 +28%
PPH
1935
Pure Portfolios Holdings
Oregon
$798K +$798K +4,685 New
SIA
1936
SkyView Investment Advisors
New Jersey
$797K -$86.4K -507 -10%
LWM
1937
Lodestone Wealth Management
Washington
$796K -$12.3K -72 -2%
DS
1938
DRW Securities
Illinois
$796K -$12.9M -75,840 -94%
MIM
1939
Macroview Investment Management
Maryland
$795K +$2.39K +14 +0.3%
CW
1940
Channel Wealth
California
$793K – – –
APS
1941
American Planning Services
Florida
$792K +$8.52K +50 +1%
DFCM
1942
Dark Forest Capital Management
Puerto Rico
$789K -$244K -1,432 -24%
BHPW
1943
Beverly Hills Private Wealth
California
$787K +$33.6K +197 +4%
SW
1944
SMART Wealth
Nebraska
$786K +$786K +4,611 New
ABLA
1945
Alan B. Lancz & Associates
Ohio
$783K – – –
BTC
1946
Bank & Trust Company
Illinois
$782K – – –
HAFG
1947
Hansen & Associates Financial Group
California
$782K +$782K +4,460 New
ETC
1948
Exchange Traded Concepts
Oklahoma
$782K +$477K +2,802 +157%
AA
1949
Aire Advisors
California
$781K -$67.5K -396 -8%
CPA
1950
Cardiff Park Advisors
California
$779K +$12.9K +76 +2%
76 77
78
79 80