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Oracle

2,338 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 837 increasing their positions, 935 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+50
Holders Change %
+2.19%
% of All Funds
37.42%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.57%
New
191
Increased
837
Reduced
935
Closed
91
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
2001
Lakewood Asset Management
Illinois
$259K +$186 +2 +0.1%
LBWM
2002
Left Brain Wealth Management
Illinois
$259K
CWM
2003
Centurion Wealth Management
Virginia
$258K -$9.39K -101 -4%
OPA
2004
Old Port Advisors
Maine
$257K -$11.7K -125 -4%
SS
2005
Sunbelt Securities
Texas
$256K -$242K -2,673 -49%
IWP
2006
IAG Wealth Partners
Wisconsin
$256K
RRA
2007
Round Rock Advisors
Connecticut
$255K -$92.9K -1,000 -27%
BC
2008
Bowman & Company
Wisconsin
$255K
LSC
2009
Lesa Sroufe & Co
Washington
$254K
IP
2010
Ignite Planners
California
$254K +$31.7K +338 +14%
LWMG
2011
Levy Wealth Management Group
Pennsylvania
$253K +$93 +1 +0%
RWMH
2012
Riverpoint Wealth Management Holdings
Illinois
$253K +$929 +10 +0.4%
RF
2013
RHS Financial
California
$252K
WIA
2014
World Investment Advisors
California
$251K
NCM
2015
Northwest Capital Management
Oregon
$251K
PAWA
2016
Palo Alto Wealth Advisors
California
$250K
AWM
2017
Angeles Wealth Management
California
$250K -$5.2K -56 -2%
SQA
2018
Simon Quick Advisors
New Jersey
$249K +$249K +2,685 New
THL
2019
Tillman Hartley LLC
Colorado
$249K
IF
2020
IRON Financial
Illinois
$249K +$249K +2,681 New
SWIM
2021
Smallwood Wealth Investment Management
New Jersey
$249K +$13.8K +148 +6%
OWA
2022
Opal Wealth Advisors
New York
$248K -$30.5K -328 -11%
MF
2023
Manchester Financial
California
$248K -$12.4K -133 -5%
KCM
2024
Kendall Capital Management
Maryland
$247K -$10.7K -115 -4%
FAM
2025
Flaharty Asset Management
Florida
$247K +$5.11K +55 +2%