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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2001
Clean Yield Group
Vermont
$136K
TSWM
2002
Tyler-Stone Wealth Management
Ohio
$135K
TC
2003
Tacita Capital
Ontario, Canada
$132K +$3.66K +50 +3%
ZIG
2004
Zullo Investment Group
Pennsylvania
$131K -$586 -8 -0.4%
PWM
2005
Prentice Wealth Management
New York
$129K -$76.9K -1,051 -36%
KFP
2006
KB Financial Partners
New Jersey
$126K
PCFFS
2007
Pacific Center for Financial Services
California
$126K +$878 +12 +0.7%
JGIA
2008
Jackson Grant Investment Advisers
Connecticut
$126K +$2.2K +30 +2%
COCM
2009
Charter Oak Capital Management
New Hampshire
$126K +$8.56K +117 +7%
LJHT
2010
Laurie J. Hall Trustee
$125K
WIM
2011
Westside Investment Management
California
$124K -$2.56K -35 -0.2%
TH
2012
TCTC Holdings
Texas
$120K +$17.4K +238 +16%
TFGT
2013
TS Financial Group (TSFG)
Illinois
$118K
SN
2014
Sittner & Nelson
Oregon
$118K +$22K +300 +22%
AWM
2015
Atticus Wealth Management
Florida
$118K +$90.6K +1,237 +269%
SWM
2016
Sugarloaf Wealth Management
Georgia
$117K +$146 +2 +0.1%
PFA
2017
Professional Financial Advisors
Nebraska
$115K +$512 +7 +0.4%
EWA
2018
EverSource Wealth Advisors
Alabama
$115K +$37.1K +507 +44%
ODG
2019
O'Dell Group
Ohio
$114K
HCP
2020
Hexagon Capital Partners
Arkansas
$112K +$9.96K +136 +9%
MRCM
2021
M&R Capital Management
New Jersey
$110K
KA
2022
Kozak & Associates
Colorado
$109K +$439 +6 +0.4%
PSB
2023
Piscataqua Savings Bank
New Hampshire
$106K
AIM
2024
Acropolis Investment Management
Missouri
$105K -$366 -5 -0.3%
ACM
2025
AUA Capital Management
Pennsylvania
$105K

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.