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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
2001
DT Investment Partners
Pennsylvania
$32K +$38.5K +526 New
AWM
2002
Activest Wealth Management
Florida
$31K +$73 +1 +0.2%
MSFP
2003
Mark Sheptoff Financial Planning
Connecticut
$31K +$36.6K +500 New
HF
2004
Halpern Financial
Virginia
$30.5K
LPP
2005
Life Planning Partners
Florida
$30.5K
CP
2006
Castleview Partners
Texas
$30K -$37.6K -514 -51%
CL
2007
COWA LLC
Oklahoma
$30K +$35.9K +490 New
DWP
2008
Destiny Wealth Partners
Florida
$29K
PP
2009
Pacifica Partners
Canada
$29K +$15.3K +209 +109%
FWA
2010
FSC Wealth Advisors
New York
$29K +$34.9K +477 New
AIM
2011
Axiom Investment Management
New York
$29K +$35.2K +481 New
MFA
2012
McClarren Financial Advisors
Pennsylvania
$28K +$34.4K +470 New
EL
2013
EMFO LLC
Florida
$27K
PA
2014
PSI Advisors
Florida
$27K +$4.83K +66 +17%
LB
2015
Legacy Bridge
Iowa
$26K
TFP
2016
Tilia Fiduciary Partners
North Carolina
$25K
UIA
2017
Ulland Investment Advisors
Minnesota
$25K
CM
2018
Cornerstone Management
Georgia
$24.6K
ACK
2019
Andrew C. Karlinski
$24K -$512 -7 -2%
CPA
2020
Cowen Prime Advisors
New York
$24K
FCT
2021
First Community Trust
Iowa
$24K
ICM
2022
Islay Capital Management
Texas
$24K
EIP
2023
Ellis Investment Partners
Pennsylvania
$24K +$146 +2 +0.5%
CT
2024
Clearstead Trust
Maine
$24K +$28.8K +393 New
BGC
2025
Beutel, Goodman & Co
Ontario, Canada
$24K +$29.3K +400 New

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.