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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
MMHP
1951
Murphy Middleton Hinkle & Parker
Georgia
$377K – – –
CFCI
1952
Comprehensive Financial Consultants Institutional
Indiana
$376K +$5.56K +48 +1%
KIM
1953
Karpus Investment Management
New York
$376K – – –
SWA
1954
SFMG Wealth Advisors
Texas
$376K +$155K +1,337 +61%
CWP
1955
Concord Wealth Partners
Virginia
$375K -$219K -1,891 -35%
LRIA
1956
Leonard Rickey Investment Advisors
Washington
$374K +$17K +147 +4%
MKA
1957
M. Kulyk & Associates
Georgia
$374K – – –
DC
1958
Diametric Capital
Massachusetts
$374K +$408K +3,528 New
IPW
1959
Impact Partnership Wealth
Georgia
$373K +$248K +2,144 +155%
CFG
1960
Cooper Financial Group
California
$372K +$26.4K +228 +7%
PA
1961
Probity Advisors
Texas
$372K -$7.64K -66 -2%
WA
1962
Wealth Architects
California
$372K -$1.74K -15 -0.4%
LCM
1963
Lazari Capital Management
California
$371K +$4.63K +40 +1%
CPIA
1964
Cornell Pochily Investment Advisors
New York
$371K -$46.3K -400 -10%
BHA
1965
Beech Hill Advisors
New York
$371K – – –
EA
1966
Eclectic Associates
California
$371K +$3.59K +31 +0.9%
PWMG
1967
Pinnacle Wealth Management Group
Michigan
$370K – – –
CWM
1968
Concentrum Wealth Management
California
$370K +$5.79K +50 +1%
FVWA
1969
Foster Victor Wealth Advisors
South Carolina
$370K – – –
RZH
1970
Relyea Zuckerberg Hanson
Connecticut
$370K -$232 -2 -0.1%
MCM
1971
Monarch Capital Management
Indiana
$369K – – –
GC
1972
Guidance Capital
Kentucky
$369K +$2.66K +23 +0.7%
ACA
1973
Anchor Capital Advisors
Massachusetts
$368K – – –
VWM
1974
Vigilare Wealth Management
Arizona
$366K +$347 +3 +0.1%
GC
1975
Gratus Capital
Georgia
$365K +$399K +3,447 New
77 78
79
80 81

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.