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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 %
SFS
1951
Security Financial Services
Indiana
$779K -$33.1K -194 -4%
BHWM
1952
Bar Harbor Wealth Management
New Hampshire
$777K -$89.1K -523 -10%
CMF
1953
Counterpoint Mutual Funds
California
$777K +$777K +4,558 New
JEST
1954
JTC Employer Solutions Trustee
Jersey
$776K – – –
MSWM
1955
McGlone Suttner Wealth Management
Wisconsin
$775K +$155K +907 +25%
IWP
1956
Invenio Wealth Partners
Florida
$773K +$18.7K +110 +2%
CAC
1957
Certified Advisory Corp
Florida
$770K +$211K +1,241 +38%
SHA
1958
Seneca House Advisors
Virginia
$770K +$8.52K +50 +1%
TA
1959
TrueWealth Advisors
Alabama
$768K +$131K +771 +21%
CFO
1960
Callan Family Office
Pennsylvania
$768K +$213K +1,250 +38%
CI
1961
Clal Insurance
Israel
$767K -$597K -3,500 -44%
PCA
1962
Prosperity Capital Advisors
Ohio
$766K +$333K +1,952 +77%
MCM
1963
Maple Capital Management
Vermont
$766K +$22K +129 +3%
AP
1964
Appleton Partners
Massachusetts
$765K -$314K -1,840 -29%
LPAM
1965
Lodestar Private Asset Management
California
$764K -$44.5K -261 -5%
CWA
1966
Clarity Wealth Advisors
California
$764K +$34.8K +204 +5%
FCG
1967
Fielder Capital Group
Tennessee
$763K -$341 -2 -0%
ACM
1968
Armbruster Capital Management
New York
$763K -$404K -2,371 -35%
CH
1969
Cromwell Holdings
Wyoming
$763K +$15.8K +93 +2%
HC
1970
Hara Capital
Washington
$761K -$1.7K -10 -0.2%
CCIA
1971
Campbell & Co Investment Adviser
Maryland
$760K -$203K -1,194 -21%
PWA
1972
Phoenix Wealth Advisors
North Carolina
$759K -$8.52K -50 -1%
4WM
1973
49 Wealth Management
Texas
$758K +$365K +2,142 +93%
TCWM
1974
Total Clarity Wealth Management
Illinois
$757K +$130K +762 +21%
OWA
1975
Opal Wealth Advisors
New York
$754K -$6.82K -40 -0.9%
77 78
79
80 81