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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
RFA
1976
Register Financial Advisors
Georgia
$235K +$218K +2,873 New
WPWM
1977
Western Pacific Wealth Management
Illinois
$234K +$79.1K +1,041 +57%
PCA
1978
Peddock Capital Advisors
Massachusetts
$234K +$217K +2,857 New
OPA
1979
Old Port Advisors
Maine
$233K +$217K +2,855 New
MCM
1980
MV Capital Management
Maryland
$233K -$9.35K -123 -4%
MWA
1981
Monograph Wealth Advisors
California
$233K +$217K +2,853 New
PA
1982
Procyon Advisors
Connecticut
$233K +$217K +2,850 New
CA
1983
Carson Advisory
Georgia
$231K +$215K +2,829 New
FCG
1984
Financial Connections Group
California
$231K -$10.7K -141 -5%
KWS
1985
Keystone Wealth Services
California
$231K +$214K +2,822 New
FCCM
1986
First City Capital Management
Georgia
$231K +$214K +2,820 New
CWM
1987
Cahaba Wealth Management
Georgia
$230K +$214K +2,811 New
RRCM
1988
Rappaport Reiches Capital Management
Illinois
$230K +$214K +2,811 New
CWM
1989
Connecticut Wealth Management
Connecticut
$229K +$213K +2,803 New
TWM
1990
Tanager Wealth Management
United Kingdom
$229K +$213K +2,798 New
MF
1991
Manchester Financial
California
$229K +$213K +2,797 New
FWI
1992
Facet Wealth Inc
Maryland
$228K +$199K +2,620 New
IA
1993
Integrity Advisory
Kansas
$228K +$212K +2,793 New
LAM
1994
Lakewood Asset Management
Illinois
$228K +$212K +2,788 New
BOPW
1995
Brandywine Oak Private Wealth
Pennsylvania
$228K -$127K -1,674 -38%
SCM
1996
Silvant Capital Management
Georgia
$227K
RFG
1997
RFP Financial Group
Georgia
$227K +$211K +2,780 New
WH
1998
Willner & Heller
California
$227K +$211K +2,778 New
AGC
1999
Aspen Grove Capital
Colorado
$227K +$211K +2,772 New
KCM
2000
Kendall Capital Management
Maryland
$226K -$42.3K -557 -17%

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.