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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2001
Accurate Wealth Management
Florida
$226K +$198K +2,608 New
IWP
2002
IAG Wealth Partners
Wisconsin
$225K
HI
2003
Humankind Investments
New York
$225K +$209K +2,750 New
D
2004
Diversified
Delaware
$225K +$209K +2,749 New
SIA
2005
Strategic Investment Advisors
Michigan
$224K -$561K -7,384 -73%
SIS
2006
Sound Income Strategies
Florida
$224K +$101K +1,325 +93%
AWM
2007
Angeles Wealth Management
California
$224K +$209K +2,744 New
BC
2008
Bowman & Company
Wisconsin
$224K +$208K +2,742 New
HGERS
2009
Householder Group Estate & Retirement Specialist
Arizona
$224K +$44.4K +584 +27%
LSC
2010
Lesa Sroufe & Co
Washington
$224K +$208K +2,736 New
FBB
2011
Fulton Breakefield Broenniman
Maryland
$224K +$208K +2,739 New
LBWM
2012
Left Brain Wealth Management
Illinois
$223K +$208K +2,733 New
LWMG
2013
Levy Wealth Management Group
Pennsylvania
$222K +$207K +2,719 New
RF
2014
RHS Financial
California
$222K +$206K +2,717 New
RWMH
2015
Riverpoint Wealth Management Holdings
Illinois
$221K -$212K -2,796 -51%
TPA
2016
Trivium Point Advisory
Connecticut
$221K +$196K +2,584 New
WIA
2017
World Investment Advisors
California
$221K -$114K -1,504 -36%
IIM
2018
InTrack Investment Management
Vermont
$221K +$205K +2,704 New
MAM
2019
Madison Asset Management
Wisconsin
$221K +$205K +2,704 New
NCM
2020
Northwest Capital Management
Oregon
$221K +$205K +2,700 New
SC
2021
Shay Capital
New York
$221K +$205K +2,700 New
AIM
2022
Athena Investment Management
California
$220K +$205K +2,694 New
PAWA
2023
Palo Alto Wealth Advisors
California
$220K +$204K +2,689 New
KIG
2024
Kowal Investment Group
Wisconsin
$219K +$204K +2,685 New
THL
2025
Tillman Hartley LLC
Colorado
$219K +$204K +2,681 New

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.