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Oracle

2,089 hedge funds and large institutions have $97.4B invested in Oracle in 2021 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 658 increasing their positions, 965 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+55
Holders Change %
+2.7%
% of All Funds
36.47%
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
658
Reduced
965
Closed
76
Calls
$1.76B
Puts
$1.47B
Net Calls
+$299M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMC
2001
American Research & Management Company
Massachusetts
$46K
RA
2002
Resolute Advisors
California
$43K
SFO
2003
Standard Family Office
South Dakota
$42K +$34.7K +450 +479%
AIG
2004
American International Group
New York
$41.8K -$1.78K -22,823 -4%
MGIM
2005
M&G Investment Management
United Kingdom
$41.6K +$17.9K +229,762 +76%
FWM
2006
Filbrandt Wealth Management
Wisconsin
$41K +$156 +2 +0.4%
TIM
2007
Tortoise Investment Management
New York
$41K +$14K +182 +52%
AWM
2008
Atticus Wealth Management
Florida
$40K +$5.84K +75 +17%
BFG
2009
Baron Financial Group
New Jersey
$39K +$156 +2 +0.4%
IRC
2010
Investors Research Corp
Georgia
$39K -$5.23K -67 -12%
MAM
2011
McCarthy Asset Management
California
$38K +$25.9K +330 +214%
TI
2012
tru Independence
Oregon
$37K +$37K +480 New
EL
2013
EMFO LLC
Florida
$35K +$35K +444 New
LB
2014
Legacy Bridge
Iowa
$33K
Q
2015
QVR
California
$33K +$33K +429 New
JMF
2016
Johnson Midwest Financial
Iowa
$32K +$156 +2 +0.5%
MWC
2017
MBM Wealth Consultants
Missouri
$31K -$16.1K -205 -34%
SL
2018
Savior LLC
Massachusetts
$31K -$12.7K -162 -29%
EIP
2019
Ellis Investment Partners
Pennsylvania
$31K -$1.87K -24 -6%
ICM
2020
Islay Capital Management
Texas
$31K
CPA
2021
Cowen Prime Advisors
New York
$31K
BAM
2022
Baldrige Asset Management
Pennsylvania
$28K +$28K +360 New
EWA
2023
Evolution Wealth Advisors
Florida
$27K -$3.28K -42 -11%
PAI
2024
Pittenger & Anderson Inc
Nebraska
$27K
ONST
2025
Old North State Trust
North Carolina
$27K +$15.4K +200 +133%