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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1951
Opal Wealth Advisors
New York
$245K +$228K +3,000 New
VNA
1952
Valley National Advisers
Pennsylvania
$245K +$15.4K +202 +8%
AAM
1953
AR Asset Management
California
$245K +$228K +3,000 New
NCM
1954
Noesis Capital Mangement
Florida
$245K +$228K +3,000 New
PGA
1955
Portland Global Advisors
Maine
$245K +$228K +3,000 New
CAM
1956
Congress Asset Management
Massachusetts
$244K +$227K +2,990 New
VA
1957
Valmark Advisers
Ohio
$243K +$226K +2,973 New
IDA
1958
Intelligence Driven Advisers
California
$242K -$32.2K -424 -13%
WWM
1959
Western Wealth Management
Colorado
$242K -$299K -3,933 -57%
CC
1960
Constitution Capital
Connecticut
$241K -$45.6K -600 -17%
MW
1961
MBL Wealth
North Carolina
$241K +$224K +2,950 New
BFA
1962
Beacon Financial Advisory
Ohio
$240K +$223K +2,939 New
GWANC
1963
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K +$223K +2,938 New
WCM
1964
Wedge Capital Management
North Carolina
$240K +$223K +2,939 New
TFF
1965
The Family Firm
Maryland
$239K +$222K +2,923 New
XS
1966
XR Securities
Illinois
$238K +$222K +2,916 New
SOW
1967
State of Wyoming
Wyoming
$238K +$29K +381 +15%
CBA
1968
Coastal Bridge Advisors
Connecticut
$237K +$220K +2,896 New
JWA
1969
JFS Wealth Advisors
Pennsylvania
$236K -$31.1K -409 -12%
CH
1970
Canton Hathaway
Rhode Island
$236K +$114K +1,500 +108%
CCM
1971
Condor Capital Management
New Jersey
$236K +$219K +2,886 New
SAF
1972
Smith Anglin Financial
Texas
$236K +$219K +2,885 New
CWM
1973
Centurion Wealth Management
Virginia
$235K +$219K +2,878 New
BI
1974
Berkeley Inc
Idaho
$235K -$34.2K -450 -14%
CHA
1975
Carmichael Hill & Associates
Maryland
$235K -$10.6K -140 -5%

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.