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Oracle

2,790 hedge funds and large institutions have $148B invested in Oracle in 2024 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,080 increasing their positions, 1,045 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,790
Holders Change
+113
Holders Change %
+4.22%
% of All Funds
40.44%
Holding in Top 10
107
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+33.75%
% of All Funds
1.55%
New
286
Increased
1,080
Reduced
1,045
Closed
136
Calls
$3.62B
Puts
$3.05B
Net Calls
+$572M
Net Calls Change
+$728M
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
1976
Southland Equity Partners
Missouri
$497K +$101K +801 +25%
SB
1977
Sunflower Bank
Texas
$495K +$2.51K +20 +0.5%
IWP
1978
Invenio Wealth Partners
Florida
$495K +$124K +984 +33%
DWM
1979
Defined Wealth Management
Oregon
$495K +$754 +6 +0.2%
AWM
1980
Aberdeen Wealth Management
Illinois
$494K -$18.8K -150 -4%
IF
1981
Intrua Financial
Texas
$493K -$37.2K -296 -7%
LWM
1982
Lyell Wealth Management
California
$493K -$59K -470 -11%
FP
1983
Financial Perspectives
Minnesota
$492K -$502 -4 -0.1%
EA
1984
Eclectic Associates
California
$492K -$9.92K -79 -2%
TWP
1985
Tyche Wealth Partners
Texas
$491K +$251 +2 +0.1%
SRL
1986
Scientech Research LLC
New Jersey
$490K +$490K +3,903 New
VFPI
1987
Vantage Financial Partners (Illinois)
Illinois
$490K
BBNA
1988
Bremer Bank National Association
Minnesota
$490K -$562K -4,473 -53%
SWA
1989
SFMG Wealth Advisors
Texas
$489K +$58.4K +465 +14%
KWM
1990
Keebeck Wealth Management
Illinois
$489K -$19K -151 -4%
WHG
1991
Westwood Holdings Group
Texas
$489K
RPGK
1992
Retirement Planning Group (Kansas)
Kansas
$488K +$12.2K +97 +3%
WWP
1993
Waypoint Wealth Partners
California
$487K -$61.3K -488 -11%
PG
1994
Patten Group
Tennessee
$487K +$151K +1,206 +45%
WA
1995
Wealth Architects
California
$487K -$5.53K -44 -1%
CWM
1996
Cornerstone Wealth Management
Missouri
$483K +$49.7K +396 +11%
GAM
1997
GEM Asset Management
Michigan
$483K
SC
1998
Stephens Consulting
Michigan
$481K
SAF
1999
Smith Anglin Financial
Texas
$481K +$75.4K +600 +19%
MSWM
2000
McGlone Suttner Wealth Management
Wisconsin
$480K +$23.1K +184 +5%