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Oracle

2,677 hedge funds and large institutions have $126B invested in Oracle in 2023 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 1,038 increasing their positions, 941 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,677
Holders Change
+161
Holders Change %
+6.4%
% of All Funds
39.24%
Holding in Top 10
80
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-25.93%
% of All Funds
1.17%
New
333
Increased
1,038
Reduced
941
Closed
133
Calls
$2.74B
Puts
$2.89B
Net Calls
-$156M
Net Calls Change
+$3.18M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2001
Summit Financial Group
West Virginia
$390K
MCM
2002
Marathon Capital Management
Maryland
$390K
HCP
2003
Hexagon Capital Partners
Arkansas
$390K +$56.2K +533 +17%
GAM
2004
Gould Asset Management
California
$388K +$3.69K +35 +1%
MWM
2005
Merriman Wealth Management
Washington
$388K +$42.5K +403 +12%
FI
2006
Financial Insights
Washington
$387K
VCM
2007
Versant Capital Management
Arizona
$387K +$316 +3 +0.1%
PP
2008
Patron Partners
Texas
$387K -$10.9K -103 -3%
FIBT
2009
First International Bank & Trust
North Dakota
$387K
CAGAS
2010
Capital Advisory Group Advisory Services
Minnesota
$386K -$48.4K -459 -11%
OCPWS
2011
One Charles Private Wealth Services
Massachusetts
$386K +$105 +1 +0%
FAIM
2012
Financial Advocates Investment Management
Washington
$386K -$77.7K -737 -17%
TAM
2013
Townsend Asset Management
North Carolina
$386K
SIS
2014
Sound Income Strategies
Florida
$385K +$949 +9 +0.2%
HIA
2015
HTG Investment Advisors
Connecticut
$385K -$4.22K -40 -1%
HWMC
2016
Heritage Wealth Management (California)
California
$385K +$385K +3,649 New
SIM
2017
SSI Investment Management
California
$385K -$1.27K -12 -0.3%
MSWM
2018
McGlone Suttner Wealth Management
Wisconsin
$384K +$156K +1,480 +69%
MFT
2019
Moisand Fitzgerald Tamayo
Florida
$383K -$2.95K -28 -0.8%
KA
2020
KLCM Advisors
Wisconsin
$383K +$52.8K +501 +16%
CFA
2021
CWS Financial Advisors
Michigan
$382K -$90.5K -858 -19%
TWM
2022
TriaGen Wealth Management
California
$382K -$711K -6,740 -65%
CWA
2023
Canvas Wealth Advisors
Kansas
$381K -$34.1K -320 -8%
OCM
2024
One Capital Management
California
$381K -$62.8K -596 -14%
I
2025
INVST
Indiana
$380K +$9.92K +86 +3%