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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 %
BI
1976
Ballast Inc
Kentucky
$754K +$341 +2 +0%
WDA
1977
Wendell David Associates
New Hampshire
$752K – – –
BWM
1978
Birchcreek Wealth Management
Ohio
$752K – – –
AA
1979
Alta Advisers
United Kingdom
$750K – – –
TC
1980
Trilogy Capital
California
$749K +$3.75K +22 +0.5%
HWA
1981
Heartwood Wealth Advisors
Virginia
$749K – – –
RIS
1982
Retirement Income Solutions
Michigan
$747K -$25K -147 -3%
FPGK
1983
Financial Partners Group (Kansas)
Kansas
$746K +$25.2K +148 +3%
BBNA
1984
Bremer Bank National Association
Minnesota
$744K -$54K -317 -7%
REMPR
1985
Roof Eidam Maycock Peralta (REMP)
California
$744K – – –
SMA
1986
Seven Mile Advisory
New Jersey
$744K +$65.9K +387 +10%
WBG
1987
Wharton Business Group
Pennsylvania
$743K -$18.9K -111 -2%
CAM
1988
Campion Asset Management
Virginia
$743K -$36.6K -215 -5%
BWA
1989
BlueSky Wealth Advisors
North Carolina
$743K – – –
WCAMG
1990
Woodard & Company Asset Management Group
North Carolina
$742K – – –
FZCM
1991
Flynn Zito Capital Management
New York
$742K +$1.36K +8 +0.2%
TSWM
1992
Tyler-Stone Wealth Management
Ohio
$742K +$408K +2,393 +122%
EAM
1993
Evanson Asset Management
California
$737K +$682 +4 +0.1%
WA
1994
Wambolt & Associates
Colorado
$737K +$1.17K +7 +0.2%
RTL
1995
Red Tortoise LLC
Georgia
$734K – – –
BFA
1996
Beacon Financial Advisory
Ohio
$731K -$23K -135 -3%
WA
1997
Wealth Architects
California
$731K +$27.4K +161 +4%
AWM
1998
Arista Wealth Management
Nevada
$730K +$1.7K +10 +0.2%
IF
1999
Ironwood Financial
Arizona
$728K -$37.1K -218 -5%
BI
2000
Berkeley Inc
Idaho
$727K +$314K +1,843 +76%
78 79
80
81 82