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Oracle

2,096 hedge funds and large institutions have $97.5B invested in Oracle in 2021 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 660 increasing their positions, 968 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 77

20% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.47B

3% more funds holding

Funds holding: 2,0422,096 (+54)

5% more capital invested

Capital invested by funds: $93.1B → $97.5B (+$4.38B)

1.15% less ownership

Funds ownership: 46.31%45.16% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 5855 (-3)

32% less repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 968

Holders
2,096
Holders Change
+54
Holders Change %
+2.64%
% of All Funds
36.48%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
0.96%
New
153
Increased
660
Reduced
968
Closed
77
Calls
$1.77B
Puts
$1.47B
Net Calls
+$299M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
2001
USA Financial Formulas
Michigan
$53K -$43.4K -554 -45%
CFG
2002
CKW Financial Group
Hawaii
$51K +$50K +639 New
TAM
2003
Tucker Asset Management
Colorado
$47.5K -$117K -1,500 -71%
KLWA
2004
Kelly Lawrence W & Associates
California
$47K
OIS
2005
Okabena Investment Services
Minnesota
$47K
TCWA
2006
Ten Capital Wealth Advisors
Washington
$47K
TFS
2007
TrustCore Financial Services
Tennessee
$46K -$5.09K -65 -10%
ARMC
2008
American Research & Management Company
Massachusetts
$46K
RA
2009
Resolute Advisors
California
$43K
SFO
2010
Standard Family Office
South Dakota
$42K +$35.2K +450 +479%
AIG
2011
American International Group
New York
$41.8K -$1.79M -22,823 -4%
MGIM
2012
M&G Investment Management
United Kingdom
$41.6K +$18M +229,762 +76%
FWM
2013
Filbrandt Wealth Management
Wisconsin
$41K +$157 +2 +0.4%
TIM
2014
Tortoise Investment Management
New York
$41K +$14.2K +182 +52%
AWM
2015
Atticus Wealth Management
Florida
$40K +$5.87K +75 +17%
BFG
2016
Baron Financial Group
New Jersey
$39K +$157 +2 +0.4%
IRC
2017
Investors Research Corp
Georgia
$39K -$5.25K -67 -12%
MAM
2018
McCarthy Asset Management
California
$38K +$25.8K +330 +214%
TI
2019
tru Independence
Oregon
$37K +$37.6K +480 New
EL
2020
EMFO LLC
Florida
$35K +$34.8K +444 New
LB
2021
Legacy Bridge
Iowa
$33K
Q
2022
QVR
California
$33K +$33.6K +429 New
JMF
2023
Johnson Midwest Financial
Iowa
$32K +$157 +2 +0.5%
MWC
2024
MBM Wealth Consultants
Missouri
$31K -$16K -205 -34%
SL
2025
Savior LLC
Massachusetts
$31K -$12.7K -162 -29%

ORCL Hedge Fund Activity: Q2 2021 in Review

2,096 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2021, worth a combined $97.5B — up 4.7% from $93.1B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ORCL positions and 77 closed out — a net gain of 76 holders — while 660 added to existing stakes and 968 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $630M. The largest seller was BlackRock, cutting an estimated $406M.

  • 2,096 institutional investors held Oracle (ORCL) as of Q2 2021, up from 2,042 in Q1 2021.
  • Funds reported $97.5B of Oracle stock for Q2 2021, up 4.7% quarter-over-quarter.
  • 153 funds opened new Oracle positions in Q2 2021 and 77 closed out, a net change of +76 holders.
  • The largest Oracle buyer in Q2 2021 was JP Morgan Chase, an estimated $630M added.
  • The largest Oracle seller in Q2 2021 was BlackRock, an estimated $406M sold.

Based on aggregated 13F filings for Q2 2021.