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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
2001
Charter Research & Investment Group
Connecticut
$724K -$251K -1,471 -26%
SRCM
2002
Signature Resources Capital Management
California
$722K – – –
NP
2003
Ninepoint Partners
Ontario, Canada
$721K +$721K +4,229 New
WCA
2004
Waypoint Capital Advisors
Minnesota
$720K +$20.3K +119 +3%
OL
2005
OneFund LLC
Florida
$715K +$4.26K +25 +0.6%
EAM
2006
Empirical Asset Management
Massachusetts
$714K -$227K -3,698 -24%
AL
2007
ADE LLC
Maryland
$709K – – –
MC
2008
Middleton & Co
Massachusetts
$708K +$77K +452 +12%
FFG
2009
Frisch Financial Group
New York
$706K -$63.1K -370 -8%
CD
2010
Chapin Davis
Maryland
$706K – – –
MHR
2011
Matthew Hamilton Rosenberg
$703K +$22.2K +130 +3%
KWM
2012
Kaydan Wealth Management
Michigan
$702K – – –
OFA
2013
Onyx Financial Advisors
Idaho
$700K +$2.05K +12 +0.3%
SSWM
2014
Smith Salley Wealth Management
North Carolina
$700K +$84.3K +495 +14%
WG
2015
Wealth Group
North Carolina
$700K -$23K -135 -3%
S
2016
SimplyRich
California
$700K – – –
ECM
2017
Exchange Capital Management
Michigan
$699K -$26.4K -155 -4%
WHG
2018
Westwood Holdings Group
Texas
$699K +$34.9K +205 +5%
CCP
2019
Clough Capital Partners
Massachusetts
$699K +$699K +4,100 New
TWP
2020
Tyche Wealth Partners
Texas
$698K -$23.3K -137 -3%
FWM
2021
Forza Wealth Management
Florida
$698K +$138K +809 +25%
BSHC
2022
Breed's Hill Capital
Massachusetts
$696K -$38.2K -224 -5%
HWMG
2023
Hurlow Wealth Management Group
Indiana
$695K – – –
IC
2024
Iconiq Capital
California
$695K +$695K +4,078 New
EWS
2025
Eagle Wealth Strategies
New Jersey
$695K +$321K +1,886 +86%
79 80
81
82 83