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Oracle
ORCL

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 67 → 98 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,299 → 2,349 (+50)

1.69% more ownership

Funds ownership: 42.58% → 44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
Capital World Investors
Capital World Investors
California
+$361M
3
Goldman Sachs
Goldman Sachs
New York
+$348M
4
PI
Putnam Investments
Massachusetts
+$321M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$505M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$285M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$282M
4
N
Nuveen
North Carolina
-$172M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cahaba Wealth Management
Georgia
$261K +$175 +2 +0.1%
RRCM
2002
Rappaport Reiches Capital Management
Illinois
$261K – – –
EWP
2003
Engrave Wealth Partners
Texas
$261K -$5.61K -64 -2%
BA
2004
Bridgewater Associates
Connecticut
$261K -$27.2K -310 -10%
ISWM
2005
Independent Solutions Wealth Management
New York
$261K +$246K +2,805 New
CWM
2006
Connecticut Wealth Management
Connecticut
$261K +$88 +1 +0%
CAM
2007
CPA Asset Management
Florida
$260K +$246K +2,803 New
BOPW
2008
Brandywine Oak Private Wealth
Pennsylvania
$260K +$1.23K +14 +0.5%
AFT
2009
Alpha Family Trust
California
$260K +$17.5K +200 +8%
FBB
2010
Fulton Breakefield Broenniman
Maryland
$260K +$5.17K +59 +2%
LAM
2011
Lakewood Asset Management
Illinois
$259K +$175 +2 +0.1%
LBWM
2012
Left Brain Wealth Management
Illinois
$259K – – –
CWM
2013
Centurion Wealth Management
Virginia
$258K -$8.86K -101 -4%
OPA
2014
Old Port Advisors
Maine
$257K -$11K -125 -4%
SS
2015
Sunbelt Securities
Texas
$256K -$234K -2,673 -49%
IWP
2016
IAG Wealth Partners
Wisconsin
$256K – – –
RRA
2017
Round Rock Advisors
Connecticut
$255K -$87.7K -1,000 -27%
BC
2018
Bowman & Company
Wisconsin
$255K – – –
LSC
2019
Lesa Sroufe & Co
Washington
$254K – – –
IP
2020
Ignite Planners
California
$254K +$29.6K +338 +14%
LWMG
2021
Levy Wealth Management Group
Pennsylvania
$253K +$88 +1 +0%
RWMH
2022
Riverpoint Wealth Management Holdings
Illinois
$253K +$877 +10 +0.4%
RF
2023
RHS Financial
California
$252K – – –
WIA
2024
World Investment Advisors
California
$251K – – –
NCM
2025
Northwest Capital Management
Oregon
$251K – – –
79 80
81
82 83

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.