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Oracle

2,099 hedge funds and large institutions have $101B invested in Oracle in 2021 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 665 increasing their positions, 931 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,099
Holders Change
+10
Holders Change %
+0.48%
% of All Funds
36.86%
Holding in Top 10
80
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+45.45%
% of All Funds
1.4%
New
124
Increased
665
Reduced
931
Closed
85
Calls
$2.25B
Puts
$2.09B
Net Calls
+$163M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
2001
Truehand Inc
New Hampshire
$70K
SCA
2002
Stuart Chaussee & Associates
California
$70K
TLCM
2003
Twin Lakes Capital Management
California
$70K
RTC
2004
Riverview Trust Company
Washington
$68K
MAM
2005
Magellan Asset Management
Australia
$66K +$66K +763 New
CWA
2006
Core Wealth Advisors
Florida
$65K
GCM
2007
Gables Capital Management
Florida
$62K
MWM
2008
Mascoma Wealth Management
New Hampshire
$62K +$62K +710 New
CWM
2009
Cedar Wealth Management
California
$61K
CWC
2010
Carolinas Wealth Consulting
North Carolina
$59K -$31.2K -356 -35%
TAM
2011
Tucker Asset Management
Colorado
$58.5K
CFG
2012
CKW Financial Group
Hawaii
$57K
NFSG
2013
Newbridge Financial Services Group
Florida
$56K -$52.3K -600 -48%
SC
2014
Steph & Co
Wisconsin
$54K +$30.5K +350 +130%
OIS
2015
Okabena Investment Services
Minnesota
$53K
TCWA
2016
Ten Capital Wealth Advisors
Washington
$53K
KLWA
2017
Kelly Lawrence W & Associates
California
$52K
TFS
2018
TrustCore Financial Services
Tennessee
$49K -$3.08K -35 -6%
RA
2019
Resolute Advisors
California
$48K
TIM
2020
Tortoise Investment Management
New York
$46K
FWM
2021
Filbrandt Wealth Management
Wisconsin
$46K +$175 +2 +0.4%
MGIM
2022
M&G Investment Management
United Kingdom
$45.4K -$1.1K -12,612 -2%
IRC
2023
Investors Research Corp
Georgia
$44K
PA
2024
PSI Advisors
Florida
$44K +$44K +506 New
BFG
2025
Baron Financial Group
New Jersey
$43.8K +$87 +1 +0.2%