ORCL icon

Oracle

2,894 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,227 increasing their positions, 1,009 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,894
Holders Change
+104
Holders Change %
+3.73%
% of All Funds
42.09%
Holding in Top 10
146
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.45%
% of All Funds
2.12%
New
242
Increased
1,227
Reduced
1,009
Closed
102
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
2001
Lyell Wealth Management
California
$554K
PHS
2002
Pekin Hardy Strauss
Illinois
$554K -$8.47K -60 -2%
PT
2003
Plimoth Trust
Massachusetts
$554K -$15.3K -108 -3%
FP
2004
Financial Perspectives
Minnesota
$553K
FVWA
2005
Foster Victor Wealth Advisors
South Carolina
$553K +$73.2K +513 +15%
EA
2006
Eclectic Associates
California
$553K
LCWP
2007
Legacy Capital Wealth Partners
Arkansas
$552K +$552K +3,908 New
WHG
2008
Westwood Holdings Group
Texas
$550K
VCM
2009
Versant Capital Management
Arizona
$550K +$32.2K +228 +6%
MGAM
2010
McGowan Group Asset Management
Texas
$549K -$70.5K -499 -11%
GWAG
2011
Garrett Wealth Advisory Group
Texas
$549K +$13.3K +94 +2%
SB
2012
Sunflower Bank
Texas
$548K -$8.9K -63 -2%
CIS
2013
Capital International Sarl
California
$547K +$93.2K +660 +21%
VIM
2014
Vista Investment Management
Pennsylvania
$546K -$16.4K -116 -3%
GAM
2015
Gould Asset Management
California
$546K +$29.5K +209 +6%
EBT
2016
Enterprise Bank & Trust
Massachusetts
$546K +$170K +1,203 +45%
LCM
2017
Lazari Capital Management
California
$546K +$51K +361 +10%
KAS
2018
KPP Advisory Services
Kentucky
$543K -$73.4K -520 -12%
V
2019
ViaWealth
Kansas
$542K +$49.7K +352 +10%
RIM
2020
Redwood Investment Management
Arizona
$541K +$84.4K +647 +18%
RBC
2021
Roble Belko & Company
Pennsylvania
$540K +$3.53K +25 +0.7%
PA
2022
PFG Advisors
Arizona
$539K -$74.6K -528 -12%
WSC
2023
Wellington Shields & Co
New York
$538K
AF
2024
Affiance Financial
Minnesota
$537K +$1.55K +11 +0.3%
EGA
2025
E&G Advisors
Texas
$537K +$14.1K +100 +3%