ORCL icon

Oracle

2,291 hedge funds and large institutions have $97.8B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 749 increasing their positions, 884 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+192
Holders Change %
+9.15%
% of All Funds
35.38%
Holding in Top 10
57
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-28.75%
% of All Funds
0.88%
New
310
Increased
749
Reduced
884
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Shares
Change %
OHWP
2001
Oak Harbor Wealth Partners
North Carolina
$234K +$234K +2,679 New
DA
2002
Dash Acquisitions
California
$234K +$234K +2,681 New
CMS
2003
Capital Market Strategies
Florida
$234K +$234K +2,688 New
RCG
2004
Rock Creek Group
District of Columbia
$233K +$30.4K +349 +15%
EWP
2005
Engrave Wealth Partners
Texas
$232K +$232K +2,657 New
CBB
2006
Citizens Business Bank
California
$231K
RRA
2007
Round Rock Advisors
Connecticut
$231K +$231K +2,648 New
JF
2008
JSF Financial
California
$230K -$15.1K -173 -6%
DPI
2009
Diversified Portfolios Inc
Michigan
$230K
FC
2010
Family CFO
California
$230K +$230K +2,632 New
BSB
2011
Bangor Savings Bank
Maine
$229K -$6.11K -70 -3%
CC
2012
Constitution Capital
Connecticut
$227K -$8.73K -100 -4%
WCG
2013
Weaver Consulting Group
California
$227K -$7.86K -90 -3%
EA
2014
Emerald Advisors
Washington
$227K +$227K +2,600 New
NAMM
2015
NorthStar Asset Management (Massachusetts)
Massachusetts
$226K +$17.6K +202 +8%
FRA
2016
Front Row Advisors
California
$224K -$9.35K -107 -4%
FWM
2017
ForthRight Wealth Management
Georgia
$223K +$21.8K +250 +11%
CFS
2018
CRA Financial Services
New Jersey
$222K -$17.3K -199 -7%
FIB
2019
First Interstate Bank
Montana
$222K
AWM
2020
AllSquare Wealth Management
New York
$222K
NCM
2021
Northwest Capital Management
Oregon
$222K
APC
2022
Aspire Private Capital
North Carolina
$221K +$87 +1 +0%
BWA
2023
BlueSky Wealth Advisors
North Carolina
$220K
AIFAIM
2024
American Institute for Advanced Investment Management
Arizona
$220K
KWS
2025
Keystone Wealth Services
California
$219K +$219K +2,512 New