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Oracle

2,042 hedge funds and large institutions have $93.1B invested in Oracle in 2021 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 783 increasing their positions, 790 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 110

23% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.19B

2% more funds holding

Funds holding: 1,9982,042 (+44)

3% more capital invested

Capital invested by funds: $90.3B → $93.1B (+$2.82B)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.45% less ownership

Funds ownership: 46.75%46.31% (-0.45%)

1% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 790

Holders
2,042
Holders Change
+44
Holders Change %
+2.2%
% of All Funds
35.86%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
175
Increased
783
Reduced
790
Closed
110
Calls
$1.46B
Puts
$1.19B
Net Calls
+$270M
Net Calls Change
+$375M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2001
Clearview Wealth Advisors
Oregon
$17K
IAS
2002
IMA Advisory Services
Colorado
$16K
EI
2003
Ellevest Inc
New York
$16K +$5.57K +86 +64%
LAS
2004
Lloyd Advisory Services
Georgia
$16K +$14.4K +222 New
APWA
2005
Atlas Private Wealth Advisors
New Jersey
$14K
GSAM
2006
Grant Street Asset Management
Pennsylvania
$14K
HWM
2007
Holloway Wealth Management
Florida
$14K
SWM
2008
Selective Wealth Management
Virginia
$14K
LWA
2009
Lowe Wealth Advisors
Maryland
$14K +$12.9K +200 New
HWMA
2010
Heritage Wealth Management (Arizona)
Arizona
$13K +$12.4K +191 New
HWM
2011
HighMark Wealth Management
Minnesota
$12K +$65 +1 +0.6%
MFA
2012
McClarren Financial Advisors
Pennsylvania
$12K +$65 +1 +0.6%
CAM
2013
ClariVest Asset Management
California
$12K +$3.04K +47 +38%
CWA
2014
Carolina Wealth Advisors
South Carolina
$12K +$8.61K +133 +333%
MAM
2015
McCarthy Asset Management
California
$11K
ONST
2016
Old North State Trust
North Carolina
$11K
WCM
2017
Wealthcare Capital Management
Virginia
$11K +$10K +155 New
AFS
2018
Annapolis Financial Services
Maryland
$10K
PA
2019
Perennial Advisors
New York
$10K
CPWM
2020
Cypress Point Wealth Management
Texas
$9K -$207K -3,200 -96%
BA
2021
Bellwether Advisors
Nebraska
$9K
DWMG
2022
DB Wealth Management Group
California
$9K
GC
2023
Globeflex Capital
California
$8K
NC
2024
NewSquare Capital
Pennsylvania
$8K
RF
2025
Robbins Farley
New Hampshire
$8K +$6.47K +100 New

ORCL Hedge Fund Activity: Q1 2021 in Review

2,042 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2021, worth a combined $93.1B — up 3.1% from $90.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new ORCL positions and 110 closed out — a net gain of 65 holders — while 783 added to existing stakes and 790 trimmed.

The largest buyer was American Century Companies, adding an estimated $346M. The largest seller was Vanguard Group, cutting an estimated $482M.

  • 2,042 institutional investors held Oracle (ORCL) as of Q1 2021, up from 1,998 in Q4 2020.
  • Funds reported $93.1B of Oracle stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 175 funds opened new Oracle positions in Q1 2021 and 110 closed out, a net change of +65 holders.
  • The largest Oracle buyer in Q1 2021 was American Century Companies, an estimated $346M added.
  • The largest Oracle seller in Q1 2021 was Vanguard Group, an estimated $482M sold.

Based on aggregated 13F filings for Q1 2021.