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Oracle

2,790 hedge funds and large institutions have $148B invested in Oracle in 2024 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,080 increasing their positions, 1,045 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,790
Holders Change
+113
Holders Change %
+4.22%
% of All Funds
40.44%
Holding in Top 10
107
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+33.75%
% of All Funds
1.55%
New
286
Increased
1,080
Reduced
1,045
Closed
136
Calls
$3.62B
Puts
$3.05B
Net Calls
+$572M
Net Calls Change
+$728M
Name Holding Trade Value Shares
Change
Shares
Change %
WSC
2001
Wellington Shields & Co
New York
$479K +$7.29K +58 +2%
CIC
2002
Concord Investment Counsel
California
$478K +$478K +3,805 New
RBC
2003
Roble Belko & Company
Pennsylvania
$477K -$8.03K -64 -2%
LRIA
2004
Leonard Rickey Investment Advisors
Washington
$477K +$26.5K +211 +6%
AF
2005
Affiance Financial
Minnesota
$476K -$37.7K -300 -7%
CVA
2006
Central Valley Advisors
California
$476K -$1.38K -11 -0.3%
GWAG
2007
Garrett Wealth Advisory Group
Texas
$476K
MC
2008
Middleton & Co
Massachusetts
$475K
MCM
2009
Maple Capital Management
Vermont
$475K +$155K +1,237 +49%
MSF
2010
Mustard Seed Financial
Arkansas
$475K +$251 +2 +0.1%
PA
2011
Parkside Advisors
California
$473K +$3.89K +31 +0.8%
EAM
2012
Empirical Asset Management
Massachusetts
$473K +$473K +3,762 New
PWP
2013
Perfromance Wealth Partners
Illinois
$471K +$25.8K +205 +6%
CFCI
2014
Comprehensive Financial Consultants Institutional
Indiana
$470K +$29.4K +234 +7%
SA
2015
Strategic Advisors
New York
$470K -$146K -1,160 -24%
GMFG
2016
Greater Midwest Financial Group
Minnesota
$468K +$126 +1 +0%
SWP
2017
Summit Wealth Partners
Florida
$468K
PH
2018
Pinnacle Holdings
Oklahoma
$467K -$3.52K -28 -0.7%
EGA
2019
Eagle Global Advisors
Texas
$467K +$52.3K +416 +13%
NFA
2020
Northwest Financial Advisors
Virginia
$466K +$251 +2 +0.1%
RP
2021
Rowlandmiller & Partners
Georgia
$465K -$13.8K -110 -3%
EGA
2022
E&G Advisors
Texas
$465K -$12.6K -100 -3%
SFG
2023
Summit Financial Group
West Virginia
$465K
BWP
2024
Baldwin Wealth Partners
Massachusetts
$464K -$12.6K -100 -3%
FW
2025
FirstPurpose Wealth
Utah
$464K +$1.46K +12 +0.3%